Role Activities and Descriptions

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.

87 Total Activities

1. Admin Account - Modify account settings, integrations, and billing information
2. Admin Attachments - Create, edit or delete any attachments
3. Admin Comments - Edit or delete any comments attached to anything in your account
4. Admin Companies - Full read/write access for all companies in your account
5. Admin Contacts - Full read/write access for all contacts in your account
6. Admin Contracts - Full read/write access for all contracts in your account
7. Admin Deficiencies - Full read/write access for all deficiencies in your account
8. Admin Invoices - Full read/write access for all invoices in your account
9. Admin Item List - Create and edit items on the item list
10. Admin Job Clock Events - Add, remove, and edit clock events on a job
11. Admin Jobs - View, edit, or perform workflows on any job in the system
12. Admin Locations - Full read/write access for all locations and offices in your account
13. Admin Quote Templates - Create and edit global and company-specific quote templates
14. Admin Service Line Assignments - Modify service line assignments at all locations
15. Admin Service Templates - Create and edit service templates in your account
16. Admin User Roles - Create user roles and modify the permissions that each one has
17. Admin Users - View, edit, change passwords, and set permissions for all users in your account
18. Bulk Create/Schedule Jobs - Bulk create and schedule jobs using the scheduler, service opportunity creator, and dispatch board
19. Bulk Export Company Data - Can bulk export company (customer and vendor) data to other formats like CSV
20. Bulk Export Contract Data - Can bulk export contract data to other formats like CSV
21. Bulk Export Deficiency Data - Can bulk export deficiency data to other formats like CSV
22. Bulk Export Invoice Data - Can bulk export invoice data to other formats like CSV
23. Bulk Export Item List - Can bulk export item list data to other formats like CSV
24. Bulk Export Job Data - Can bulk export job data to other formats like CSV
25. Bulk Export Location Data - Can bulk export location and asset data to other formats like CSV
26. Bulk Export Quote Data - Can bulk export quote data to other formats like CSV
27. Bulk Export User Data - Can bulk export user data to other formats like CSV
28. Clock In and Out - Clock in and out of jobs
29. Create Locations for My Company - Create new locations for your company
30. Create Locations for Other Companies - Create new locations for other companies to which you have access
31. Create a New Company - Create a new customer or vendor company in your account
32. Delete Companies - Can delete any customer and vendor companies that have no data attached
33. Delete Locations - Can delete any locations, including offices, that have no data attached
34. Edit Appointments - View, update, and edit appointments
35. Edit Assets - Create, update and edit assets for a location
36. Edit Contacts - Edit contacts and create new ones
37. Edit Contracts - List, create, and edit contracts
38. Edit Deficiencies - Edit and manage deficiencies at a location
39. Edit Location Info for My Company - Edit your own company location information
40. Edit Location Info for Other Company - Edit location information for other companies
41. Edit My Company Info - Edit your own company information
42. Edit Other Company Info - Edit information for other companies (customers and vendors) in your account
43. Edit Quotes - Edit any quote assigned to the user's company
44. Edit Service Assignments - Modify your company's service assignments to vendors at each location
45. Edit Service Self-Assignments - Indicate which service lines your company serves at a location
46. Edit Tags - Can add or remove existing tags
47. Edit Users - View, edit, change passwords, and set permissions only for users belonging to your company
48. Export Contacts - Export contacts
49. Field Invoicing - Create and edit invoices for jobs where you are assigned as a tech
50. Manage Blank Paperwork - Create, edit or delete blank paperwork and define when they apply
51. Manage Budgets - Full read/write access for all budget management features
52. Manage External IDs - Can manage external system IDs
53. Manage Invoices - Create, edit, and send invoices for your jobs
54. 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
55. Manage My Attachments - View, update, and edit attachments that you created
56. Manage Own Budgets -Full read/write access for all budget management features for own budgets
57. Manage Payments - Create, update and edit payments for an invoice
58. Manage Quote Templates - Manage quote templates for the user's company
59. Manage Recurring Invoices - Create, edit, and send invoices for your jobs
60. Manage Salesperson Assignments - Can manage salesperson assignments on jobs, quotes, and other records
61. Manage Tags - Can manage tags
62. 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.
    
63. Modify Job Items as a Tech - Can modify job items if assigned as a tech to that job
64. Modify Services On My Jobs - Modify the services on jobs where you are assigned as a tech
65. 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.'
    
66. 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.'
    
67. Report Deficiencies - Report and update deficiencies at a location
68. Request Quotes - Request or create a new quote
69. Schedule Jobs at My Location - Create and schedule jobs at locations where you are a preferred technician for a recurring service
70. Schedule My Jobs - Schedule jobs where you are assigned as a tech
71. See Estimated Job Prices - Can see estimated prices on a job's services
72. View All Invoices - View all invoices in your account
73. View Budgets - Read access for all budget management features
74. View Contacts - View contacts
75. View Contracts - View any contract of which your company is a party
76. View Deficiencies - View deficiencies at a location
77. View Invoices for My Company’s Jobs - View individual invoices for jobs for which your company is the vendor or the customer
78. View Location Info for My Company - View information about your company's locations
79. View Location Info for Other Companies - View assets and other information about locations for other companies
80. View Other Companies - View information about other companies (customers and vendors)
81. View Quotes - View any quote assigned to the user's company
82. View Tags - Can view existing tags
83. View Users - View user information
84. 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
85. 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
86. View, List, and Search Jobs - View, list, and search for jobs
87. View, List, and Search Other Techs’ Jobs - As a tech, view, list, and search for jobs assigned to techs other than yourself