> ## Documentation Index
> Fetch the complete documentation index at: https://support.servicem8.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Security Roles Reference

> Learn about security Roles Reference in ServiceM8.

This glossary explains terms that are related to security roles.

## Jobs

**Show Jobs Menu** (mobile devices) - This security role setting has been removed, and has no effect on the current version of the ServiceM8 App.

**Show New Job Button** - This allows you to enable/disable creating a new job.

**Allow staff to see unassigned jobs?** When Enabled, staff can view jobs which are not assigned to any staff member.

**Show Active Jobs Button (mobile devices)** - This security role setting has been removed, and has no effect on the current version of the ServiceM8 App.

**Restrict access to jobs with Category** - This allows you to restrict a staff member to only view jobs in a particular Category.

**Allow staff to see all staff schedules? -** When Enabled, staff can view the schedules of other staff members in the same account.

**Job Actions**

**Show Client Signoff Button** - Allows you to show/hide Client Sign off button job from the app.

**Show Quote Button** - Allows you to show/hide Quote button job from the app.

**Show Invoice Button** - Allows you to show/hide Invoice button job from the app.

**Show Work Order Button** - Allows you to show/hide Work Order button job from the app. (Requires Work Order Mode add-on to be enabled, you will need to contact ServiceM8 Support for access.)

**Show Other Document Templates** - This security role setting has been removed, and has no effect on the current version of the ServiceM8 App.

**Show Text Note Button** - Allows you to show/hide Text Note button job from the app.

**Show Photo Button** - Allows you to show/hide Photo button job from the app.

**Show Task Button** - Allows you to show/hide Task button job from the app.

**Show Diagram Button** (iPad) - Allows you to show/hide Diagram button job from the app. This feature is available only on iPad devices.

**Show Allocate Job Button** - Allows you to show/hide Allocate button job from the app.

**Show Schedule Job Button** - Allows you to show/hide Schedule button job from the app.

**Show Queue Job Button** - Allows you to show/hide Queue button job from the app.

**Show Email Button** - Allows you to show/hide Email button job from the app.

**Show SMS Button** - Allows you to show/hide SMS button job from the app.

**Show Forms Button** - Allows you to show/hide Forms button job from the app.

**Checkout Process**

**Checking out of a quote shows checkout wizard** - Allows you to enable or disable the Checkout Wizard from appearing when a staff member checks out of a job on the mobile app.

**Checking out of a job produces a** ... - Allows you to choose the type of document that is produced when a staff member uses the Checkout Wizard on the mobile app. You can choose from Invoice or Work Order.

## Job Diary

**Show Job Diary** - Allows you to show/hide saved all information for a job

**Show Bookings** - Allows you to show/hide saved bookings details in job diary

**Show Status Changes** - Allows you to show/hide job status changes activity in job diary

**Show Photos** - Allows you to show/hide photos in job diary

**Show Notes** - Allows you to show/hide notes in job diary

**Show Attachments** - Allows you to show/hide uploaded attachments in job diary

**Show Email/SMS Messages** - Allows you to show/hide SMS and email messages activity in job diary

**Show Forms** - Allows you to show/hide produced forms in job diary

## Items / Services

**Show Items/Services** - Allows you to show/hide the materials/services page online, from job card and on the app.

**Can add new items/services** - Allows you to enable/disable adding a new items/services on the app and online.

**Can see items/services pricing** - Allows you to show/hide pricing when adding or viewing items/services on the job card. This applies to both online and the app.

## Dispatch Board

**Show Dispatch Board** - Allows you to show/hide dispatch board online.

**Show New Job Button** - Allows you to show/hide the new job button for creating a job online.

## Clients

**Show Clients** - Allows you to show/hide Client section online and from the main menu on the app.

**Show Add Client Button** - Shows/hides the Add Client button on the mobile app.

**Show Remove Client Button** - Allows you to show/hide deletion button online and from the app

**Show Client History Button** - Shows/hides the "Job History" button when viewing a Client in the mobile app

## Job History

**Show Job History** - Allows you to show/hide the Job History page online.

**Show Remove job Button** - Allows you to show/hide remove button from the Job History page online.

## Invoicing

**Show Invoicing** - Allows you to show/hide the Invoicing page online and from the app.

## Reports

**Show Reports** - Allows you to show/hide the Reporting page online.

## Staff

**Show Staff** - Allows you to show/hide the Staff page online.

**Allow staff to see other staff?** - Controls whether the staff member can see other staff on the dispatch map, and send and receive staff messages.

**Can add/invite new staff members** - Allows you to control whether the user can invite a new staff member online and from the app.

## Settings

**Show Forms** - Allows you to show/hide forms management.

**Show Inbox** - Allows you to show/hide Inbox settings.

**Show Job Categories** - Allows you to show/hide Job Categories settings.

**Show Addons/Integrations** - Allows you to show/hide ServiceM8 add-ons settings.

**Show Job Queues** - Allows you to show/hide Job Queues settings.

**Show Materials/Services** - Allows you to show/hide Materials & Services management.

**Show Badges** - Allows you to show/hide Badges settings.

**Show Allocation Windows** - Allows you to show/hide Allocation Windows settings.

**Show Email/SMS/Document Templates** - Allows you to show/hide Email/SMS/Document Templates

**Show Staff** - Allows you to show/hide Staff management.

**Show Security Roles** - Allows you to show/hide Security Roles settings.

**Show Mobile Settings Wizard** - This security role setting has been removed, and has no effect.

**Show ServiceM8 Billing** - Allows you to show/hide ServiceM8 Account/Billing settings.

**Show Database Backup** - Allows you to show/hide Backup options.

**Show Preferences** - Allows you to show/hide Preferences settings.

**Show Locations** - Allows you to show/hide locations management.

## Mobile Access

**Can See Map Button** - This security role setting has been removed, and has no effect.

**Can See ToDo Button** - This security role setting has been removed, and has no effect

**Can See Queues Button** - Allows you to show/hide Queues within the filters menu on the Jobs page of the mobile app.

**Can See Schedule Button** - This security role setting has been removed, and has no effect

**Can See Messages Button** - This security role setting has been removed, and has no effect

**Can Search on App** - Allows you to show/hide job/client search.

**Can See Calendar** - Allows you to show/hide Calendar view in the Jobs section.

**Can See Staff Schedules** - Allows you to show/hide the Staff Schedules section within the filters menu on the Jobs page of the mobile app.

**Can See Job Filters** - Allows you to show/hide custom Job Filters within the filters menu on the Jobs page of the mobile app.

**Allow access to the following Tasks** - Allows you to set the visibility of individual tasks created in a Checklist, to All Tasks, My Tasks & Unassigned Tasks, or My Tasks.

**Enable ability to see all tasks?** - This security role setting has been removed.

**Enable ability to allocate tasks?** - This security role setting has been removed.

## Add-ons

**Enable access to Inbox** - Allows you to show/hide Inbox access from the main menu on the app.

## Help

**Show Help** - Allows you to show/hide Help articles from the app

## Partner Program

**Show Partner Program Menu** - Allows you to show/hide Partner Program option online.
