Roles in ServiceTrade are defined by what Activities have been granted to a Role. Activities are sometimes referred to as permissions.
Account Admins may need to create custom Roles for their staff. Understanding what each Activity allows is important to create a custom Role.
Click the following link to learn more about Understanding Activities, Roles, and User Types.
Below is a list of all available Role Activities and their descriptions.
88 Total Activities
- Admin Account - Modify account settings, integrations, and billing information
- Admin Attachments - Create, edit or delete any attachments
- Admin Comments - Edit or delete any comments attached to anything in your account
- Admin Companies - Full read/write access for all companies in your account
- Admin Contacts - Full read/write access for all contacts in your account
- Admin Contracts - Full read/write access for all contracts in your account
- Admin Deficiencies - Full read/write access for all deficiencies in your account
- Admin Invoices - Full read/write access for all invoices in your account
- Admin Item List - Create and edit items on the item list
- Admin Job Clock Events - Add, remove, and edit clock events on a job
- Admin Jobs - View, edit, or perform workflows on any job in the system
- Admin Locations - Full read/write access for all locations and offices in your account
- Admin Quote Templates - Create and edit global and company-specific quote templates
- Admin Service Line Assignments - Modify service line assignments at all locations
- Admin Service Templates - Create and edit service templates in your account
- Admin User Roles - Create user roles and modify the permissions that each one has
- Admin Users - View, edit, change passwords, and set permissions for all users in your account
- Bulk Create/Schedule Jobs - Bulk create and schedule jobs using the scheduler, service opportunity creator, and dispatch board
- Bulk Export Company Data - Can bulk export company (customer and vendor) data to other formats like CSV
- Bulk Export Contract Data - Can bulk export contract data to other formats like CSV
- Bulk Export Deficiency Data - Can bulk export deficiency data to other formats like CSV
- Bulk Export Invoice Data - Can bulk export invoice data to other formats like CSV
- Bulk Export Item List - Can bulk export item list data to other formats like CSV
- Bulk Export Job Data - Can bulk export job data to other formats like CSV
- Bulk Export Location Data - Can bulk export location and asset data to other formats like CSV
- Bulk Export Quote Data - Can bulk export quote data to other formats like CSV
- Bulk Export User Data - Can bulk export user data to other formats like CSV
- Clock In and Out - Clock in and out of jobs
- Create Locations for My Company - Create new locations for your company
- Create Locations for Other Companies - Create new locations for other companies to which you have access
- Create a New Company - Create a new customer or vendor company in your account
- Delete Companies - Can delete any customer and vendor companies that have no data attached
- Delete Locations - Can delete any locations, including offices, that have no data attached
- Edit Appointments - View, update, and edit appointments
- Edit Assets - Create, update and edit assets for a location
- Edit Contacts - Edit contacts and create new ones
- Edit Contact Types - Edit and create new contact types
- Edit Contracts - List, create, and edit contracts
- Edit Deficiencies - Edit and manage deficiencies at a location
- Edit Location Info for My Company - Edit your own company location information
- Edit Location Info for Other Company - Edit location information for other companies
- Edit My Company Info - Edit your own company information
- Edit Other Company Info - Edit information for other companies (customers and vendors) in your account
- Edit Quotes - Edit any quote assigned to the user's company
- Edit Service Assignments - Modify your company's service assignments to vendors at each location
- Edit Service Self-Assignments - Indicate which service lines your company serves at a location
- Edit Tags - Can add or remove existing tags
- Edit Users - View, edit, change passwords, and set permissions only for users belonging to your company
- Export Contacts - Export contacts
- Field Invoicing - Create and edit invoices for jobs where you are assigned as a tech
- Manage Blank Paperwork - Create, edit or delete blank paperwork and define when they apply
- Manage Budgets - Full read/write access for all budget management features
- Manage External IDs - Can manage external system IDs
- Manage Invoices - Create, edit, and send invoices for your jobs
- Manage Jobs - Manage defining, assigning, canceling, copying jobs, and modifying their job items Allows users to search for Jobs they aren't assigned to as a tech
- Manage My Attachments - View, update, and edit attachments that you created
- Manage Own Budgets -Full read/write access for all budget management features for own budgets
- Manage Payments - Create, update and edit payments for an invoice
- Manage Quote Templates - Manage quote templates for the user's company
- Manage Recurring Invoices - Create, edit, and send invoices for your jobs
- Manage Salesperson Assignments - Can manage salesperson assignments on jobs, quotes, and other records
- Manage Tags - Can manage tags
- Mobile App Access - Indicates if you have access to mobile app
*Users will need to be assigned a role that has this activity to authenticate successfully into the mobile app. Combined with either 'Perform a Job as Helper' or 'Perform a Job as Tech' will count toward your licensed subscription total. - Modify Job Items as a Tech - Can modify job items if assigned as a tech to that job
- Modify Services On My Jobs - Modify the services on jobs where you are assigned as a tech
- Perform a Job as a Helper - Can be assigned as a helper to a job
*Will assign the user the User Type 'Helper.' Is only available via the default Role 'Account Tech Helper.' - Perform a Job as a Tech - Can be assigned as a tech to a job or appointment
*Will assign the user the User Type 'Technician.' - Report Deficiencies - Report and update deficiencies at a location
- Request Quotes - Request or create a new quote
- Schedule Jobs at My Location - Create and schedule jobs at locations where you are a preferred technician for a recurring service
- Schedule My Jobs - Schedule jobs where you are assigned as a tech
- See Estimated Job Prices - Can see estimated prices on a job's services
- View All Invoices - View all invoices in your account
- View Budgets - Read access for all budget management features
- View Contacts - View contacts
- View Contracts - View any contract of which your company is a party
- View Deficiencies - View deficiencies at a location
- View Invoices for My Company’s Jobs - View individual invoices for jobs for which your company is the vendor or the customer
- View Location Info for My Company - View information about your company's locations
- View Location Info for Other Companies - View assets and other information about locations for other companies
- View Other Companies - View information about other companies (customers and vendors)
- View Quotes - View any quote assigned to the user's company
- View Tags - Can view existing tags
- View Users - View user information
- View and Edit Labor Item Costs - Can see and edit costs on job and quote labor items only Does not work unless 'View and Edit Non-Labor Item Costs' is also granted
- View and Edit Non-Labor Item Costs - Can see and edit costs on all job and quote items, except labor items 'View and Edit Labor Item Costs' is also required to see and edit labor item costs
- View, List, and Search Jobs - View, list, and search for jobs
- View, List, and Search Other Techs’ Jobs - As a tech, view, list, and search for jobs assigned to techs other than yourself
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