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.
| Permission | Description |
|---|---|
| Manage Jobs | Create, edit, archive 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 | Create, edit, archive 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 | Create, edit, archive and delete 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. |
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