Security Roles

What are Security Roles?

Security Roles determine who can do what within ServiceMonster. They define the restrictions are placed on different users. You select them when setting up Users. (Click here to learn how to set up users).

Security Role Charts:

The following are charts which you can use to decide which roles will work best for your employees. For a more advanced chart breaking down every rule for each role, click here.

Management Roles

Tasks Admininistrator Corporate
Admininistrator
Manager Corporate Manager
Can Accept, Edit, and
View Leads and Opportuinities
Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can Create or Update
Accounts and Sites.
Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can Delete Accounts Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can View Accounts Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can Manage Contracts Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can View Schedule Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can Create Appointments Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can Update or
Cancel Appointments
Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can View or Update
Appointment Reminders
Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can Manage Recurring Appointments. Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can Manage Routes Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can Create or Update Orders Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can Delete Orders Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can View Orders Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can Run Billing Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can Run Accounting Export Yes ✓ No ✖ Yes ✓ No ✖
Can Manage Employees,
Users, API Users, and Roles
Yes ✓ Yes ✓ No ✖ No ✖
Can Manage or
View User Appointment Reminders
Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can View Prices Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can Create or Run
Marketing Campaigns
Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can Create or Run
Drip Campaigns
Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can Approve of or
Update FMS Orders
Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can Manage Templates Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can Manage Products,
Services, or Packages.
Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can Manage Promotions Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can Manage Tax Rates Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can Manage Picklists Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can Manage Custom Fields Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can Manage Company Info Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can Manage Commissions Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can Manage Email Settings Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can View Reports and
Dashboards
Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can View and Approve of
Markeplace Venders
Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can View the Access
Log and Audit Trail
Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can view Global Newsfeed Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can Import Data Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can use Setup wizard Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can Manage Subscription Yes ✓ Yes ✓ Yes ✓ Yes ✓

Agent Roles

Tasks Accounting Agent Corporate Agent Agent
Limited
Can Accept, Edit, and
View Leads and Opportuinities
Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can Create or Update
Accounts and Sites.
Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can Delete Accounts Yes ✓ Yes ✓ Yes ✓ No ✖
Can View Accounts Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can Manage Contracts No ✖ No ✖ No ✖ No ✖
Can View Schedule Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can Create Appointments Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can Update or
Cancel Appointments
No ✖ Yes ✓ Yes ✓ Yes ✓
Can View or Update
Appointment Reminders
No ✖ Yes ✓ Yes ✓ Yes ✓
Can Manage Recurring Appointments. No ✖ Yes ✓ Yes ✓ No ✖
Can Manage Routes No ✖ Yes ✓ Yes ✓ Yes ✓
Can Create or Update Orders Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can Delete Orders Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can View Orders Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can Run Billing Yes ✓ No ✖ No ✖ No ✖
Can Run Accounting Export Yes ✓ No ✖ No ✖ No ✖
Can Manage Employees,
Users, API Users, and Roles
No ✖ No ✖ No ✖ No ✖
Can Manage or
View User Appointment Reminders
No ✖ Can View Can View Can View
Can View Prices Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can Create or Run
Marketing Campaigns
No ✖ No ✖ No ✖ No ✖
Can Create or Run
Drip Campaigns
No ✖ No ✖ No ✖ No ✖
Can Approve of or
Update FMS Orders
No ✖ No ✖ No ✖ No ✖
Can Manage Templates No ✖ No ✖ No ✖ No ✖
Can Manage Products,
Services, or Packages.
Yes ✓ Yes ✓ Yes ✓ No ✖
Can Manage Promotions No ✖ No ✖ No ✖ No ✖
Can Manage Tax Rates Yes ✓ No ✖ No ✖ No ✖
Can Manage Picklists Yes ✓ Yes ✓ Yes ✓ No ✖
Can Manage Custom Fields No ✖ No ✖ No ✖ No ✖
Can Manage Company Info No ✖ No ✖ No ✖ No ✖
Can Manage Commissions No ✖ No ✖ No ✖ No ✖
Can Manage Email Settings No ✖ No ✖ No ✖ No ✖
Can View Reports and
Dashboards
Yes ✓ No ✖ No ✖ No ✖
Can View and Approve of
Markeplace Venders
Yes ✓ No ✖ No ✖ No ✖
Can View the Access
Log and Audit Trail
No ✖ No ✖ No ✖ No ✖
Can view Global Newsfeed No ✖ Yes ✓ Yes ✓ No ✖
Can Import Data No ✖ No ✖ No ✖ No ✖
Can use Setup wizard No ✖ No ✖ No ✖ No ✖
Can Manage Subscription Yes ✓ Yes ✓ Yes ✓ Yes ✓

Tech Roles

Tasks Super
Technician
Technician
Plus
Technician Laborer
Can Accept, Edit, and
View Leads and Opportuinities
No ✖ No ✖ No ✖ No ✖
Can Create or Update
Accounts and Sites.
Can Update No ✖ No ✖ No ✖
Can Delete Accounts No ✖ No ✖ No ✖ No ✖
Can View Accounts Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can Manage Contracts No ✖ No ✖ No ✖ No ✖
Can View Schedule Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can Create Appointments Yes ✓ No ✖ No ✖ No ✖
Can Update or
Cancel Appointments
Yes ✓ Can Update Can Update No ✖
Can View or Update
Appointment Reminders
Can view Can View Can View Can View
Can Manage Recurring Appointments. No ✖ No ✖ No ✖ No ✖
Can Manage Routes No ✖ No ✖ No ✖ No ✖
Can Create or Update Orders Yes ✓ Can Update Can Update No ✖
Can Delete Orders No ✖ No ✖ No ✖ No ✖
Can View Orders Yes ✓ Yes ✓ Yes ✓ Yes ✓
Can Run Billing No ✖ No ✖ No ✖ No ✖
Can Run Accounting Export No ✖ No ✖ No ✖ No ✖
Can Manage Employees,
Users, API Users, and Roles
No ✖ No ✖ No ✖ No ✖
Can Manage or
View User Appointment Reminders
No ✖ No ✖ No ✖ No ✖
Can View Prices Yes ✓ Yes ✓ Yes ✓ No ✖
Can Create or Run
Marketing Campaigns
No ✖ No ✖ No ✖ No ✖
Can Create or Run
Drip Campaigns
No ✖ No ✖ No ✖ No ✖
Can Approve of or
Update FMS Orders
No ✖ No ✖ No ✖ No ✖
Can Manage Templates No ✖ No ✖ No ✖ No ✖
Can Manage Products,
Services, or Packages.
No ✖ No ✖ No ✖ No ✖
Can Manage Promotions No ✖ No ✖ No ✖ No ✖
Can Manage Tax Rates No ✖ No ✖ No ✖ No ✖
Can Manage Picklists No ✖ No ✖ No ✖ No ✖
Can Manage Custom Fields No ✖ No ✖ No ✖ No ✖
Can Manage Company Info No ✖ No ✖ No ✖ No ✖
Can Manage Commissions No ✖ No ✖ No ✖ No ✖
Can Manage Email Settings No ✖ No ✖ No ✖ No ✖
Can View Reports and
Dashboards
No ✖ No ✖ No ✖ No ✖
Can View and Approve of
Markeplace Venders
No ✖ No ✖ No ✖ No ✖
Can View the Access
Log and Audit Trail
No ✖ No ✖ No ✖ No ✖
Can view Global Newsfeed No ✖ No ✖ No ✖ No ✖
Can Import Data No ✖ No ✖ No ✖ No ✖
Can use Setup wizard No ✖ No ✖ No ✖ No ✖
Can Manage Subscription No ✖ No ✖ No ✖ No ✖