In addition to the default permission roles, you can also customize the permissions for each employee.
Below are all of the employee permissions, and a description for each of them.
|Manage Jobs||Create, edit and delete jobs.|
|View Everyone's Jobs||View all of the jobs on your account.
Without this permission, the user will only see jobs in which they are the server.
|View Everyone's Job Activity||View the job activity timeline, and everyone's activity when viewing individual jobs.|
|Create & Update Attempts||Create and edit service attempts.|
|Delete Attempts||Delete service attempts.|
|Create & Update Affidavits||Create and edit affidavits.|
|Delete Affidavits||Delete affidavits.|
|Create Job Notes||Create notes on jobs.|
|Enable Email & Sharing||Email and share affidavits, attempts and notes with companies (clients & contractors).|
|Manage Companies||View, create, edit and delete companies (clients & contractors). Invite companies to collaborate on jobs.
Without this permission, the user cannot view the Companies menu.
|Manage Invoices & Statements||View, create, edit and delete invoices and statements.
Without this permission, the user cannot view the Accounting menu or invoice details on individual jobs.
|Update Account Settings||Update account settings related to jobs, invoicing, etc.|
|Manage Online Payments||Setup and manage the ability to take online payments.|
|Manage Employees||View, create, edit and delete employees.
Without this permission, the user cannot view the list of your employees.
|Manage Server Pay||View and edit server payables.
|Access Overview Menu||Access the Overview menu.|
|View Accounting on Overview||View accounting information on the Overview menu.|
|Manage Data Exports||View and create data exports and downloads.|
|Update Account Details||Update your company account details.|
|Update ServeManager Subscription||Update your ServeManager monthly subscription plan.|