Overview
This article will review:
Settings and Navigation
To access the full list of permissions you must go to Control Panel > User > Permissions tab. Listed below are all of the permissions that can be granted or denied for Users. This allows you to have control over what each user can see and do inside of serviceminder.
If a User does not have access to a certain feature or location in serviceminder, they will be prompted with a red banner stating they don't have permission and bumped back to the login page.
Note that some permissions won't be visible to Users depending on their role in serviceminder.
Note that some permissions won't be visible to Users depending on their role in serviceminder.
Standard Permissions
- Pricing ("Can See Pricing") - controls who can see proposal pricing and makes the web functionality match the mobile app functionality a little more. If a user doesn't have that box checked, then they will not be able to see invoices/proposals tabs on the contact details page in the web (same behavior now as the app has).
- Reschedule Appointments - in the Mobile app, the User can edit appointment schedule
- Transfer Appointments - in the Mobile app, the User can reassign appointments to other Users
Full List of User Permissions
| Permission
|
Allows the user to... | |
|---|---|---|
| Access All Features | access everything serviceminder has to offer
| |
| App
|
access to the serviceminder mobile app on phones and tablets
| |
| Appointments:Email | send appointment scheduled emails
| |
| Appointments:Finish:Add Parts
|
add parts to an appointment when finishing it
| |
| Appointments:Finish:Send Completion
|
send appointment completion notices to contacts
| |
| Appointments:Grid:All
|
view all appointments in the Appointments Grid
| |
| Appointments:Grid:Backlog
|
view backlog appointments in the Appointments Grid
| |
| Appointments:Grid:In Progress
|
view in progress appointments in the Appointments Grid
| |
| Appointments:Grid:Last
|
view contacts' most recent appointments in the Appointments Grid
| |
| Appointments:Grid:Reworks
|
view rework appointments in the Appointments Grid
| |
| Appointments:Grid:Upcoming
|
view upcoming appointments in the Appointments Grid
| |
| Appointments:Notes:Private |
| |
| Branding | access all Brand Administrator level permissions, including the Dashboard
| |
| Branding:EmailCampaigns:Create | create and launch email campaigns at the brand level in Dashboard
| |
| Branding:Report Subscriptions | subscribe to regular report downloads within the brand
| |
| Calendar |
| |
| Call Center | access the call center and call logging information (this is for phone system integrations only)
| |
| CallCenter:Request Call Credit | request a credit for the call if integrated with a phone service and if a particular call is logged
| |
| CallCenter:Review Call Audio | listen to call center audio recordings
| |
| Campaigns | access Campaigns in the top navigation bar
| |
| Campaigns:Create | create a marketing Channels and Campaigns
| |
| Contacts | access the location's Contacts
| |
| Contacts:Create | create new contacts | |
| Contacts:Delete | delete contacts | |
| Contacts:Documents:View Private | create and view contact documents designated as private | |
| Contacts:Edit | edit contact details | |
| Contacts:Edit:Owned | edit details if the contact is owned (if you have contact “owned” feature on, which can be found in Control Panel > General)
| |
| Contacts:Edit:Unowned | edit details if the contact is unowned (if you have contact “owned” feature on, which can be found in Control Panel > General)
| |
| Contacts:Grid:All |
| |
| Contacts:Grid:Expired
|
| |
| Contacts:Grid:Expiring
|
access the Expiring Snapshot grid
| |
| Contacts:Location:Update
|
update a contact’s location "pin" via the mobile app based on where they are in the field
| |
| Contacts:Merge | merge one contact into another | |
| Contacts:Notes | create notes attached to contacts | |
| Contacts:View:Communication Details | view contact phone number and email address | |
| Dispatch | access the Dispatch tab in the toolbar | |
| Dispatch:Appointments:Notes | make appointment notes via Dispatch | |
| Drips | view, edit, and create new Drip triggers and Drip Campaigns in the left navigation column
| |
| Feedback | access the Issues grid (if the organization has the Feedback Management add-on feature)
| |
| Invoices | create and view invoices | |
| Invoices:Approve | approve invoices in "Unapproved" status | |
| Invoices:Delete | delete invoices | |
| Invoices:Edit | edit invoices | |
| Invoices:Exclude from End of Period | mark invoices as excluded from the end of period report
| |
| Invoices:Grid:All | access all invoices in the Invoices grid
| |
| Invoices:Grid:Open | access open invoices in the Invoices grid
| |
| Invoices:Grid:Paid | access paid invoices in the Invoices grid
| |
| Invoices:Grid:Unapproved
|
access unapproved invoices in the Invoices grid
| |
| Invoices:Void | void invoices | |
| Invoices:Write Off | write off balances on invoices | |
| Issues:Edit | edit items on the issues grid (if the organization has the Feedback Management add-on feature)
| |
| Maps | access Maps in top navigation bar
| |
| MySchedule:Appointments | view the Appointments on your service agent's schedule
| |
| Organization | access the Control Panel button in the Administration section of the toolbar
| |
| Organization:Account
|
access the Organization’s account with ServiceMinder in Control Panel: Settings (requires Organization permission for Control Panel access)
| |
| Organization:Custom Fields
|
view and create Custom Fields for the Organization in Control Panel (requires Organization permission for Control Panel access)
| |
| Organization:Email Campaigns
|
access Email Campaigns specific to that location in Control Panel and can create them via the Action dropdown on the Contacts grid (requires Organization permission for Control Panel access)
| |
| Organization:Email Templates
|
create and edit custom Email Templates in Control Panel (requires Organization permission for Control Panel access)
| |
| Organization:Invoice Terms
|
view and update the items in the Terms section of the Invoices page in Control Panel
| |
| Organization:Marketing Tools
|
access marketing tools specific to that location
| |
| Organization:Owner
|
be designated as an Owner in the system (connected to Owner role) and recieves the End of Period report
| |
| Organization:Parts
|
manage Parts/Add-ons for that location (If checked alone, this will be all that is manageable in Control Panel)
| |
| Organization:QBO Connection
|
manage that location's connection with QuickBooks Online
| |
| Organization:Service Agents
|
add/edit/delete Service Agents tied to that location in Control Panel (If the User has Control Panel access)
| |
| Organization:Settings
|
see the Control Panel page, giving access to any pages here that do not have their own separate permission
| |
| Organization:Users
|
add/edit/delete Users specific to that location in Control Panel (If the User has Control Panel access)
| |
| Organizations | perform some higher level actions for the organization (i.e., edit postal codes, delete drips, manage collateral library items, and view the credit card processor list)
| |
| Organizations:All Features
|
view and update the billing plan for the organization
| |
| Organizations:Roles
|
create and edit Service Roles in Control Panel
| |
| Pages | access the Pages button in the Administration section of the toolbar and make adjustments to the settings there (requires the Pages add-on feature)
| |
| Payments:Delete | delete payments on invoices | |
| Payments:Refund | refund payments on invoices | |
| Portfolio Pro | create and edit custom proposal templates (requires SMPortfolio add-on feature) | |
| Proposals | create and view proposals | |
| Proposals:Bulk Accept
|
bulk accept proposals using the Actions menu on the proposals grid | |
| Proposals:Delete
|
delete proposals | |
| Proposals:Edit Accepted
|
edit proposals after they have been accepted | |
| Proposals:Email
|
send proposals via email | |
| Proposals:Grid:Accepted
|
view accepted proposals on the Proposals grid | |
| Proposals:Grid:All
|
view all proposals on the Proposals grid
| |
| Proposals:Grid:Open
|
view open proposals on the Proposals grid
| |
| Proposals:Grid:Open Projects
|
view open projects on the Proposals grid
| |
| Proposals:Grid:Unscheduled
|
view unscheduled proposals on the Proposals grid
| |
| Proposals:Grid:Won
|
view won proposals on the Proposals grid
| |
| Proposals:Margins:View
|
see the displayed per-unit cost and margins on a proposal | |
| Proposals:Mark Complete | mark proposals as complete | |
| Proposals:Send | send proposals to contacts | |
| Routing | route queued appointments (requires the Fleet Routing add-on feature) | |
| ServiceAgents:TimeOffs:Create | create time blocks on the calendar for service agents | |
| Subcontractor:Review Bids | review bids (if you have contact “owned” feature on, which can be found in Control Panel > General)
| |
| Subcontractor:Bids | access the Bids Shortcut and create Bids on Proposals. (If you have contact “owned” feature on, which can be found in Control Panel > General)
| |
| TaskBoard:Content:Update | make changes to TaskBoards | |
| Tasks | create/edit/delete tasks | |
| Tasks:Complete | complete assigned tasks in My Schedule | |
| Text Messaging | access the Texting tab and send text messages to contacts | |
| User:Impersonation | impersonate other users for troubleshooting purposes | |
| View:OwnedBy:Me | can see items in the system that are owned by that user | |
| View:OwnedBy:Others
|
can see items in the system that are owned by other users
| |
| View:OwnedBy:Nobody
|
can see items in the system that are not owned by any user
| |
| Web | access serviceminder on the desktop web browser |
Permission Groups
In Control Panel > Users, click Groups in the top right corner. This will take you to a page where you can create custom groups of Users in order to assign Permissions consistently to all users within that group.
From there, you can click Add where you will be prompted to create a Name, Description, and User Role for anyone included in this group.
Then, you'll click the Permissions tab and grant or deny each permission.
Then, when editing a User, you will be able to assign them a group. This will automatically adjust their permissions to correspond with the ones you assigned to that user group.
FAQs
What types of users have the ability to change user permissions?
By default, Org Admin and Owner are the only two roles that have access to Control Panel. User and Service Agent Web do not have access to Control Panel Only the Org Admin and Owner roles can grant additional access. If they grant those things to a User or Service Agent - web than they can access Users. They will only be able to “edit” a user who has their same permission or lower and then they can grant/deny permission but again only will list things that they already have access to.
Do we have to set permissions so that users can go in and add their email and password for calendar synchronization on their own profile?
Nope, for any user you can go to the wheel that's in the upper right-hand corner by your username, if you click that it takes you to your personal user settings. From there you had sync your google calendar. We see that Outlook sync is not displaying there and we will get that added to that page.
