# User privileges in Roc Services

Roc Services web portal

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

> **Note**: For more information on how to make changes to user privileges, go to [Edit a user's privileges](https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/edit-a-user.md).

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

## Related articles

- [Add a user to Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/add-a-user.md)
- [Delete a Self-Care Portal user](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/account-management/delete-a-self-care-portal-user.md)

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From [Payroc Support](https://support.payroc.com/en-US/core-products/roc-services/web-portal/account-management/user-privileges). Every page is listed in [llms.txt](https://support.payroc.com/llms.txt).