Assign roles to users

ServiceVisit lets you decide what each person on your team can do by giving them a role. You would assign a role when you add someone new, when their job changes, or when you want a person to cover more than one kind of work. You can also take a role away again.

On the Roles page you can look at each role and adjust what it allows, and you can restore a role to the ServiceVisit default if your changes did not work out. A person who has just been given a role may need to sign out and back in before the change takes effect.

Roles sit alongside adding a user: first the person exists on your team, then the roles you give them shape which parts of ServiceVisit they can use.

Still need a hand?

Email our support team and a person will get back to you.

ServiceVisit Sales

Pre-sales questions? Ask away.

Walter is an AI assistant and can make mistakes. Don’t share passwords or card details.

Sales is offline.

Say hello to get started.

This chat has ended.

The conversation is saved for both you and the Sales team.