User privileges in Roc Services
Roc Services web portal
User privileges control the features that each user can access in Roc Services.
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