In Service Manager, access to features and data is controlled using roles. Each role defines a set of permissions that allow users to perform specific actions. Roles help ensure users only have access to the areas of the system relevant to their responsibilities.
All users must be assigned at least one role. Some users may have multiple roles depending on the level of access required.
Built-in Roles and Their Actions
Below is a list of the standard roles included with Service Manager, along with a summary of the actions each role can perform.
| Role | Permissions |
|---|---|
| Administrator | Access to all functionality, including settings, user management, and system-wide configuration. |
| Accounts | Price increase for contractors, customers, sites, and agreements. Complete cancellations. Amend cancellation dates. |
| Accounts Manager | Create invoice runs. Perform global price increases. |
| Operations | View delivery manifests. |
| Operations Manager | Manage drivers, vehicles, routes, events, and issues. Amend manifested deliveries. Delete issues. |
| HR Manager | Add users. Change user passwords. Assign or remove roles. Transfer coordinators between users. |
| Stock Manager | Manage stock categories. Delete waste codes. |
| Coordinator | Amend agreement items. Delete notes, tasks, contacts, and appointments. |
| Sales Representative | Add new business agreements. |
| Sales Manager | Delete items from agreements. |
Managing Roles
Roles are assigned and removed by users with the appropriate permissions, such as the HR Manager or Administrator. If a user requires access to additional features, you can assign multiple roles as needed.
To learn more about how users are created and managed, see the Users in Service Manager page.