Manage Team

User Permissions

Control what information your team can access in Jobber, and keep them in the loop with a notification anytime their schedule changes.

This feature is available on select plans. Learn more.

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:

permission-presets.png

 

Advanced permissions settings 

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. When you select one of your defaults these fields will already be populated, but you can customize the permissions further for this user. 

permissions-settings.png

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.

 

Common permission settings  

Here are the permissions needed to perform some common actions in Jobber.

  • See the last client communication section on the client page: View full client and property info (clients and properties permission)
  • Send On My Way text messages: View full client and property info (clients and properties permission)
  • Edit basic tasks: Edit their schedule (schedule permission)
  • Delete scheduled items: Edit and delete from everyone's schedule (schedule permission)
  • Create job: Edit their schedule (schedule permission) + view and edit jobs (job permission)
  • Create a job with automatic payments enabled: View and edit full client and property info (client and properties permission) + view and edit (job permission) + view and edit (invoice permission) + show pricing
  • Edit line items: This permission varies depending on what you're editing. You will need view and edit permission for whatever level you'd like to edit. So to edit line items on quotes, you would need view and edit for the quote level + show pricing. 
  • Closed job in the app shows "requires invoicing": View and edit (job permission) + view and edit (invoice permission) + show pricing.
  • Closed job in the app shows "on hold": View and edit (job permission)
  • Job timers: View and complete their schedule (schedule permission) + view and record their own (time tracking permission)
  • Edit job forms: View and complete their schedule (schedule permission) + view (job permission)
  • Email job forms: View and complete their schedule (schedule permission) + view and edit (job permission)
  • Add expenses to jobs: View and edit (job schedule) + view and edit (expenses permission)
  • Invoice: View and edit (job permission) + view and edit (invoice permission) + show pricing
  • Delete invoice reminderEdit and delete from everyone's schedule (schedule permission)
  • Collect payments: View and edit full client and property info (client and properties permission) + view and edit (job permission) + view and edit (invoice permission) + show pricing
  • Collect signature (quote): View and edit (quote permission) + show pricing
  • Collect signature (job): View and edit (job permission) + show pricing
  • Collect signature (invoice): View and edit (invoice permission) + show pricing

 

There are a few actions that only admins can perform: 

  • Access the Settings menu and edit all settings (manage team, app marketplace, and edit products & services)
  • Send manual visit reminders
  • Export / Import Client List
  • Access Jobber Payment reports

 

Note: Only account owners can access Jobber Payments settings. 

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