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 chose from, however beyond these four defaults permissions can be customized as needed from the advanced 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' in the top right of the Permissions section.
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
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 of 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 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.
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 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 pageView 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 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: 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.