Table of Contents
What are 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
There are four preset permission levels that you can choose from, however beyond these four defaults permissions can be set up as needed from the Custom permissions settings.
- Limited Worker: Can view the schedule, mark work complete, and track their time.
- Worker: Can view all clients, quotes, and jobs, including pricing details
- Dispatcher: Can edit job, team, and client details. This permission level is recommended for team leads since they have the ability to edit some information.
- Manager: Can manage all areas including reports and payroll. Recommended for management.
Beyond these four defaults, there are also admin users.
Admin users
Administrators or admin users have similar abilities as the 'Manager' as they have full account access, but are also able to edit settings, run syncs with QuickBooks, and receive a handful of communications.
To make a user an admin, check the box for Make Administrator located above the preset permission levels.
There are a few actions that only admins can perform:
- Access the settings menu and edit all settings (this includes manage team, app marketplace, and edit products & services)
- Send manual visit reminders
- Export/import client list
- Access Jobber Payment reports
- Update the bank accounts associated with Jobber Payments
Admin communications
There are communications that all admins receive in order to notify them about what is going on in their account. These notifications are sent to admins by default and can't be opted out individually or turned on for other users.
All admin users will receive an email when:
- A client fills out a new request form
- Note: this is also sent via a push notification from the app
- A client approves or requests changes on their quote
- A client pays online through Jobber Payments
- A client disputes a payment that was processed via Jobber Payments
- A client fills out a job follow-up survey
There are a couple of email subscriptions that an admin can opt-out of. These are error notifications (for example if an email couldn't be delivered) or occasional surveys sent by Jobber. These settings are found on the Edit User page, just below the other permissions settings. To opt-out of these, deselect each message type.
Custom permissions settings
To see more permissions settings, click on Custom. 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.
The items that can be customized are:
- Schedule: Includes viewing items on the calendar
- Time Tracking and Timesheets
- Notes: Includes all notes across Jobber. You can hide notes for a feature by turning off permissions for that particular item.
- Expenses
- Show Pricing: Allows users to see prices on quotes, invoices, and line items on jobs.
- Two-way Text Messaging: Allows users to reply to text messages from clients through the message center.
- Clients and Properties: Includes access to all client custom fields.
- Requests
- Quotes
- Jobs
- Chemical Tracking
- Invoices
- Reports
Permissions in each section can be set to the following levels:
- On/off: To allow or restrict access to this information, set the toggle to On or Off.
- Note: When a permission level is toggled Off, it is minimized.
- View only: This allows the user to have a read-only view of information.
- View, create, and edit: This allows the user to see, add, and edit this information.
- View, create, edit, and delete: This allows the user to view, edit, add, and delete information.
- Show: This allows the user to see the tab for this item in the side navigation as well as this item in the search.
The options look like this:
However, some of the custom permission levels follow a different pattern, depending on the item.
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 users 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 and 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 info: This allows the user to view, edit, and delete all client information for their assigned jobs
For Show Pricing, the option is:
- On or Off: Turning this toggle on allows users to see pricing on quotes, invoices, and line items on jobs. Enabling users to see pricing unlocks other permission levels such the ability to edit quotes or invoices. This means that show pricing must be turned on first to give users permission to create and edit items such as quotes, invoices, and line items on jobs.
For Two-way Text Messaging (available on select plans):
- On or Off: Turning the toggle on enables users to reply to text messages from clients through the message center.
Note: In order to turn this permission on, you must first turn on the permissions for Show pricing, requests, quotes, jobs, and invoices since these items can all be accessed via the message center.
Some permission levels require other permissions first since they interact with each other. In these cases, the permission you need first to enable another is called out. For example, you must be able to edit your own schedule, before you can enable the permission to view, create, and edit jobs.
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 tasks: Edit their schedule (schedule permission)
- Delete scheduled items: Edit and delete from everyone's schedule (schedule permission)
- Create calendar events: Edit their own 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: Edit 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 reminder: Edit and delete from everyone's schedule (schedule permission)
- Collect payments: Edit their own schedule (schedule permission) + 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
Note: Only account owners can access Jobber Payments settings.