Service Manager
Roles
Security > Roles

The people in your company who have access to Service Manager are all assigned a user record and given access to features using roles. Role based administration allows you to define access restrictions to certain areas and functionality.

Service Manager comes with the following built in roles and each has it's own action

Role Action
Administrator

All functionality listed below

Edit Settings

Accounts

Price increase Contractors, Customers, Sites and Agreements

Complete cancellations

Amend cancellation dates

Accounts Manager Create invoice runs, Global price increase
Operations View manifests
Operations Manager

Manage drivers, vehicles, routes, events, issues.

Amend manifested deliveries

Delete issues

HR Manager

Add Users

Change a users password

Assign and remove roles for a user

Transfer a coordinator

Stock Manager

Manager 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 an agreement