User Permission Levels

User permission levels in ServiceCore determine what each user can see, access, and manage within your account. Each user is assigned a role that defines their access to features, data, and settings. Choosing the appropriate permission level gives employees the tools they need while protecting sensitive account information.

Before You Start

Here are a few things to know before you continue:

• If you are the only user in your account, you have Owner permissions.
• Only Assistant Managers and higher permission levels can edit a user’s permission level.
• You must have a higher permission level than the user you are editing.
• If you need help with adding or editing a user, please check out our Add and Set Up Users and Edit Users and Change Passwords articles.

Permission Levels Overview

Each user is assigned one of several predefined roles. Each role controls:

• Access to scheduling and dispatching
• Ability to create or edit jobs
• Access to invoices and payments
• Visibility into reports
• Access to account settings
• Ability to manage other users

Permission levels are designed to align with common operational roles, such as technicians, dispatchers, billing staff, and administrators.

Roles Overview

The table below summarizes which areas each role can access. “View” means read‑only. “Manage” means create, edit, and delete unless noted. Dashes (—) mean no access.

Role Details

Read Only

• Can view jobs, the schedule, customers, inventory, and accounting information.
• Cannot add, edit, or delete records.

Technician

• Can view the schedule and assigned work.
• Has read-only access in other areas.
• Ideal for field personnel who need job visibility without edit permissions.

Tech – Billing

• Can view customers and schedule.
• Can create and edit invoices and record payments.
• Cannot manage jobs or rentals.

Order Taker

• Can create and view customers, jobs, rentals, invoices, estimates, and record payments.
• Cannot access the Schedule tab or Settings.
• Ideal for call‑center or office staff taking orders.

Dispatcher

• Can manage the schedule and jobs (create, edit, complete), and edit sites, rentals, contacts, and view operations reports.
• Cannot access the Accounting tab or Settings.

Billing Staff

• Can create and edit invoices, estimates, services, payments, and view accounting reports.
• Can view customer details.
• Cannot access the Schedule tab or Settings.

Assistant Manager

• Broad access to Customers, Schedule, Rentals, and Accounting tabs.
• Limited access to Reports tab and Settings.
• Cannot edit Company Billing settings, export lists, or delete items.

Manager

• Has nearly full access across the application.
• Cannot edit Company settings or delete accounting information.

Admin

• Has full access across all areas except deleting other Admins or the Owner.
• Can view invoice history logs.

Owner

• Has complete access to all features and settings.

The exact permissions associated with each role vary. For a detailed breakdown, review your account’s permission matrix in Settings > User Management > Permissions.

Update a User’s Permission Level

To update a user’s permission level:

1. Click your name in the top right corner.
2. Select “Settings.”

3. Click “User Management.”

   
   
    

4. Click the down arrow in line with the user.
   • TIP: In your Users list, you can also see each user’s permission level in the Permission Level column. You can also filter your list by permission level.

5. Select “Edit User” in the drop-down menu.

   
   
    

6. Update the Permission Level for the User. Click the linked “Permission Levels” to learn more about the access each level has.

7. Click “Save.”

   
   

If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@servicecore.com!