Service Override Permissions Feature Available May 13th, 2025.

To help you prepare for the changes, please review the Knowledge Base article explaining this feature.

Current Setup
Currently, if an employee has the “Update” permission for Service > Advisors > Repair Orders, they can perform the following actions within a Repair Order:

• Add Discount
• Delete Charge/Tax
• Edit Labor Rate
• Edit Labor Amount
• Edit Fixed Price
• Access Cashier tab
• Access RO Close

To avoid disrupting your current process, employees with these existing permissions will automatically retain access to these actions when the feature is enabled.

New Feature
With the new feature, discounts now include a new field: "Service Fee Add" and Charges/Taxes, include "Service Fee Delete."  When set to “Yes, with permission,” employees without the corresponding permissions — (Global Features > Service > Add Discount or Delete Charge/Tax) — will not be allowed to perform the following actions:

• Add Discount
• Delete Charge/Tax

Once you are familiar with the Knowledge Base article, you will need to select from the following to implement at your dealership after the feature is enabled.

1. What if I leave it as-is?
   This will continue to allow current employees the ability to perform these functions in the Repair Orders. However, when you hire a new employee and assign a particular Role, the new employee will not have these abilities.  
   

   Action needed: Update the necessary Role(s) to ensure the permissions are assigned to match the responsibilities at your dealership by going to Accounting > Maintenance > Roles.  The suggested standard Roles to review are: Service Advisor, Service Manager, Warranty Clerk, Accounting Manager, Controller, and CFO.  Once you save any changes, the modifications will be applied to the current employees who have the Role assigned.

    

2. What if I do not want my Advisors to have these abilities in the Repair Order?
   If you want to remove any or all of the above abilities from current employees who have the “Update” permission to Service > Advisors > Repair Orders, you will need to modify their permissions via Accounting > Maintenance > Employees, Permissions tab.  Review and modify the permissions under Global Features > Service on the applicable employee record(s).
   
   If there are multiple companies, this will need to be completed for each company the employee has access.  
   
   
3. What if I want it both ways? 
   Some Advisors should have these abilities, and others should not. You have the option to create a customized Role to fit your dealership’s needs.  
   

   Example: You have a Service Advisor with tenure, but you also have a Service Advisor who is training or is newer to the position.  You can customize the current Service Advisor Role to match the responsibilities of the tenured Service Advisor, and create a new Role, “Service Advisor Light”, as an example, for the newer Advisors, removing some or all of these abilities.