Who Has Access to Work Orders?

Control who on your team can interact with Work Orders.

Access to Work Orders is controlled through Access Profile settings.

To update these permissions:

  • Click on your Profile Icon or initials in the top right corner
  • Select Settings from the drop-down menu
  • Within the Settings menu, open the Access Profiles tab
  • Edit an existing profile or add a new one

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You can give a user access to either "View", "Create & Edit", or "Delete" this specific kind of file. Remove this access from a team member by setting Work Orders to "No Access".


Note: "Limited Access" users will only be able to interact with Work Orders up to the level of permission they're given for Contacts and Jobs to which they are directly assigned.