User Roles
User roles define a user's permissions as well as which Service Hub features they can access.
- ERP Admin
Default Business Context: ERP Administrator
This is a special non-customer user role assigned to the ERP user responsible for configuring Service Hub company portals. All Service Hub ERP instances must be assigned at least one ERP Admin.
ERP Admins can manage the portal. This includes onboarding new companies, disabling companies, configuring company payment settings, configuring service request settings, and adding new ERP Admins and Company Admins. They can also manage customer users.
For instructions on adding another ERP Admin, see Invite an ERP Admin.Tip: If an ERP Admin needs additional permissions within a company, they can assign themself additional roles.- Company Admin
Default Business Context: ERP Administrator
Company Admins have the same permissions as ERP Admins (except adding new ERP Admins and onboarding new companies) but only for a single company.
For instructions on adding a Company Admin, see Invite a Company Admin.Tip: If a Company Admin needs additional permissions, they can assign themself additional roles.- Customer Admin
-
Default Business Context: Customer User
This is the primary administrator for the Service Hub portal. All service customer portals must be assigned at least one Customer Admin. Customer Admins have the permissions of all other customer roles across all companies.
- Finance User
Default Business Context: Customer User
Finance Users have elevated permissions related to managing and financing services. They can pay invoices plus read invoices and work orders.- Site Admin
Default Business Context: Customer User
Site Admins have elevated permissions related to managing and scheduling services. They can request service plus read invoices and work orders.- Portal User
Default Business Context: Customer User
This is the most basic account role. Portal Users have read-only access to work orders and no other permissions.
| Permissions | ERP Admin | Company Admin | Customer Admin | Finance User | Site Admin | Portal User |
|---|---|---|---|---|---|---|
| View Work Orders | No | No | Yes for one company | Yes for one company | Yes for one company | Yes for one company |
| Request Service | No | No | Yes for one company | No | Yes for one company | No |
| View Invoices | No | No | Yes for one company | Yes for one company | Yes for one company | No |
| Pay Invoices | No | No | Yes for one company | Yes for one company | No | No |
| Manage Customer Users | Yes for all companies | Yes for one company | Yes for one company | No | No | No |
| Manage Portal Settings, Admins, and Notifications | Yes for all companies | Yes for one company | No | No | No | No |
