What are permissions, and how do they work?
Permissions settings limit what users can access in Jobber.
To change a user's permission settings, go to the Gear Icon > Settings > Manage Team and click on the user's name. Only admin users can change permission settings.
Preset permissions levels
We've made some presets to help with permissions for your users:
You'll see 2 checkboxes below the Worker/Dispatcher presets that will allow or restrict pricing details and the clients/properties list:
To see more Permissions Settings, click on Show Advanced Permissions on the right side. This will show all of the permissions sections that you can edit for this user.
Permissions in each section can be set to the following levels:
- On/off: To allow or restrict access to this information, mark or unmark the checkbox
- View: This allows the user to have a read-only view of information
- View and Edit: This allows the user to see, add and edit this information
- View, Edit, and Delete: This allows the user to view, edit, add, and delete information
The Notes section allows you the following:
- View Job Notes: Allows user to only view notes in the areas they have permissions to view
These choices differ for Schedule information, where user can:
- View and Complete Their Schedule: This allows the user to see and complete their own schedule
- Edit Their Schedule: This allows the user to add and change the times that they are scheduled
- Edit Everyone's Schedule: This allows the user to view, edit, and add to all schedules on Jobber
- Edit and Delete from Everyone's Schedule: This allows the user to edit, add, and delete all schedules on Jobber
The Clients + Properties section has the following choices:
- View Client Name and Address Only: This allows the user to view only the Client names and addresses for their assigned Jobs
- View Full Client and Property Info: This allows the user to view all Client information for their assigned Jobs
- View and Edit Full Client and Property Info: This allows the user to view, add, and edit all Client information for their assigned Jobs
- View, Edit and Delete Full Client and Property: This allows the user to view, edit, and delete all Client information for their assigned Jobs
Allow your team access to your entire list of Clients + Properties, Quotes, Invoices, and Jobs by marking the checkboxes on the right.
To give a user full access to Jobber, mark the Make Administrator checkbox on the right side.
Note: Making a user an admin allows them access to everything within the account—including billing, reports, client list, editing all user permissions, etc. This is best reserved for owners of the company.
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