ST Updates Change Up Employee Permissions

Nelson_Gothard
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Anyone else experiencing permissions automatically getting added or removed with system updates? We had an update last night and one of our dispatchers was no longer able to mark a technician as 'Done' once they had completed their After-Job Debrief.

Any ideas on how to prevent this from happening? It seems like this has been happening with almost every update this past year where someone's permissions are fine the day before an update and then the next day they are all wonky.

1 REPLY 1

Sheena_Palacios
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hi @Nelson_Gothard - great question! The best practice to prevent this from happening is to update employee permissions using the "Role Permissions" and not individual employees. The role permissions supercede the individual employee permissions. Often times we give specific employees one-off permissions which gets reset to ServiceTitan default during any updates/releases. If it's pertinent for an employee to have a set of permissions, make sure it's assigned on their specific role. You can access by going to Settings>People>Role Permissions.

Hope this helps! - Sheena @ NiFT

Sheena @ NiFT