What are the different Security Roles?

The following are the access rights for the various roles in ServiceMonster version 5.

    • Administrator – uninhibited access to the system.
    • Manager – has all the rights of an Administrator, except for the ability to create/delete user records.

Full – app.servicemonster.net

Security-Roles-New

Mobile – mobile.servicemonster.net

There are slightly different options for the Mobile version of ServiceMonster that are detailed below.

Security-Roles-Mobile-New

*It is worth noting that techs will only be able to view jobs assigned to them for a 15 day window, from a week prior to today until a week after today. (Technician Security Role Update)

 

 

 

Changing Security Roles

To change or view Security Roles, log into ServiceMonster and navigate to the Company Tab and click on the Employees/Users link.

how to change security role

 

Click on a Users name and navigate to the Access tab where you can use the drop down menu to view or change their Security Role.

how to change security role2

 

2 Responses to “What are the different Security Roles?”

  1. Toby Clem

    Can this list be updated? It appears to be 2 yrs old. I am running SM6 and there are gaps in the information it seems.

    Reply

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