You can use Roc Services to edit a user’s privileges, which gives the user access to specific features.
The following table shows the list of privileges that you can assign to a user.
| Privilege | Allow the user to |
|---|---|
| Access Dashboard | Access the dashboard. |
| Access Reports | Access reports. |
| Access Settings | Access and edit Roc Services settings. |
| Add Users | View, add, and edit other users. |
| View Catalog | View the catalog from the virtual terminal. |
| Add Item Access | Add and edit catalog items from the virtual terminal. |
| View & Create Estimates | View, create, and edit estimates from the Estimates page. |
| View Orders by User Only | View only their own invoices. |
| View Transaction History | View paid invoices from the Transaction History tab in the virtual terminal. |
| Refund Access | Partially refund or fully refund a paid invoice from the Transaction History tab in the virtual terminal. |
| Allow User to delete invoice | Delete unpaid invoices. |
| View & Create Subscriptions | View, create, and edit subscriptions. |
| Access QuickBooks Online | Access and manage QuickBooks Online credentials and configurations. |
| Create Appointments | Create new appointments. |
| View Appointments By User Only | View only their own appointments. |
| Delete Appointments | Delete appointments. |
| Edit Appointments | Edit the details of an appointment and complete an appointment. |
| Assign Technician | Assign a Technician to an appointment. |
Recommended privileges by task
You can assign different privileges to a user depending on their role in your organization. The following examples show the privileges that you should assign to a user who is a:
- Technician – Create and manage their own appointments, estimates, and invoices.
- Administrator – Access platform tools and manage other Technicians, including their appointments, estimates, and invoices.
Recommended privileges for a Technician
For a Technician, assign the following privileges:
- View Catalog
- View Orders by User Only
- View & Create Estimates
- Create Appointments
- View Appointments By User Only
- Delete Appointments
- Edit Appointments
- Assign Technician
Recommended privileges for an Administrator
For an Administrator, assign all privileges except the following privileges:
- View Orders by User Only
- View Appointments By User Only
- Access QuickBooks Online