Roles & Permissions Settings

The Roles & Permissions page lets administrators define access levels and control what users can see or do across Service Professional.

Overview

This interface provides a centralized way to manage security roles, assign permissions, and ensure users have appropriate access based on their responsibilities.

Dashboard view showing existing roles and the Add Role button.

Capabilities

• Create, edit, and delete roles

• Assign fine-grained permissions to each role

• View permission descriptions and scope

• Assign roles to employees from the Employees page

Custom Roles

• Define role names that match your organization (e.g. Technician, Manager, Scheduler)

• Add descriptive details for clarity

• Duplicate existing roles as templates

Role Properties

• Role name and description

• Set of associated permissions

• Creation and last-modified timestamps

Role Cards

Role editing dialog with permission toggles.

• Display role name prominently

• Subtitle shows permission count and description preview

• Edit and delete actions on each card

• Drag handle for reordering roles (optional future use)

How to Use

Creating a New Role

1. Click the Add Role button in the app bar.

2. Enter a descriptive name for the role.

3. (Optional) Add a description to clarify the role’s purpose.

4. Click Create to add the role to the list.

5. Select the new role to begin assigning permissions.

Editing a Role

1. Locate the role card or use the search bar.

2. Click the edit icon.

3. Update the name or description as needed.

4. Adjust permission toggles to reflect the desired access.

5. Save changes by clicking Update Role.

Assigning Permissions

1. Open the role you wish to modify.

2. Use the search box to filter permissions by keyword.

3. Toggle permissions on to grant access, off to revoke.

4. Category headers collapse/expand for easier navigation.

5. Click Save when finished.

Permission Definitions

• Read: View information without modifying.

• Create: Add new records or entries.

• Update: Modify existing data.

• Delete: Remove records permanently.

• Configure: Access to settings or configuration screens.

Deleting a Role

1. Click the delete icon on the role card.

2. Confirm deletion in the modal dialog.

3. The system will warn if any employees are currently assigned to that role.

   • If assigned: You must reassign or remove the role from employees before deletion.

   • If unused: Role is removed immediately.

Assigning Roles to Employees

Roles are assigned on the Employee Settings page when creating or editing an employee record. Choose from the available roles in the dropdown list.

Related Settings

• Employee Settings – Assign roles to team members.

• Company Settings – Configure organizational information.

• Repair Order Settings – Manage workflow permissions tied to roles.