User Permission Levels Overview

User permission levels in ServiceCore determine what each user can see, access, and manage within your account.

Each user is assigned a permission level that defines their access to features, data, and settings in your ServiceCore account.

Choosing the appropriate permission level gives your employees the tools they need in ServiceCore while protecting sensitive account information.

Click here to learn more about adding users.

Before You Start

Here are a few things to know before you continue:

• The first person added to a ServiceCore account is the Account Owner by default. 
  • If you're the only user in your account, you automatically have Owner permissions.
  • Please reach out to our Support team if you need to change who your Account Owner is.
• Only the Assistant Manager (Asst. Mgr.), Manager, Admin, and Owner permission levels can edit other user’s permission levels/profiles.
• You must have a higher permission level than the user you're editing. For example, only Owners and Admins can edit a Manager's permission level/profile. 

Permission Levels Overview

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

There are 10 predefined permission levels available in ServiceCore:

1. Owner
2. Admin 
3. Manager
4. Assistant Manager (Asst. Mgr.)
5. Billing Staff
6. Dispatcher
7. Order Taker
8. Tech - Billing (Driver who can take customer payments)
9. Technician (Driver)
10. Read Only

Please Note: There currently isn't a way to customize any of these permission levels.

Permission Level Details

Your ServiceCore account (and its data/records) is broken down into 25 areas that each permission level may or may not have access to:

TIP: For even more details, review the permissions table in your account's Settings.

Read Only

Technician

Tech – Billing

Order Taker

Dispatcher

Billing Staff

Assistant Manager (Asst. Mgr.)

Manager

Admin

Owner

Update a User’s Permission Level

Sometimes an employee changes roles or needs more/less access to different areas of your ServiceCore account, so we've made it super easy to adjust permission levels in a user's profile.

To update a user’s permission level, just follow the instructions below:

1. Click your name in the top right corner.
2. Click into “Settings”.
3. Click into “User Management”.
   
    
4. Click the down arrow to the right of the user.
5. Select “Edit User” in the drop-down menu.
   
   TIP: You can quickly see each user’s permission level in the Permission Level column. You can also filter your users list by permission level.
   
    
6. Update the Permission Level for the User. 
   
   TIP: Click “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!