How to Add a User
Go to Settings → Users
Click Invite User or Add User
Enter their name, email, and select their role
They will receive an email invitation to set up their account
🎬 GIF: Settings → Users → Invite User → fill in name, email, role → send invitation
User Profile Fields
Each user profile contains the following fields:
Name — the user's display name in ETS
E-Mail Address — used for login and notifications
Role — determines their default access level (e.g. Parts Manager)
Hourly Pay Rate — optional, used for internal payroll tracking
Access to Locations
If your shop has multiple locations, you can control which shops each user can access. Toggle each location on or off individually on the user's profile.
Permissions
Permissions are organized into five collapsible sections: Services, Parts, Customers, Invoices, and Admin. Each section contains granular toggles. These can be subject to change as ETS adds new features.
Services
Navigation
View Estimates
View External
View Upcoming Services
View On-Site Services
View Service Priority
View Completed Services
View Services History
View Assigned to me tab
Actions
Create and Edit Services
Create and Edit Estimates
Create and Edit External
Delete Services
Authorize Services and Estimates
Delete service authorizations
Check-In Services
Unlock Services
Create and Edit Recommendations
Assign users to Services (including assigning yourself)
Can be Assigned to Services (shows the user in the priority list)
Items
Edit Service Items
Complete all Service Items
Delete Service Items
Remove users from Service Items
Edit time on Service Items (includes clocking in and out for mechanics)
View Estimated Hours
Parts (within Services)
View Parts on Service Items
Add parts to Service Items
Edit Parts on Service Items
Remove Parts from Service Items
Notes
View Notes
Add Notes
Edit Notes from other Users
Delete Notes
PM (Preventive Maintenance)
View PM Services
Edit and Create PM Services
Start PM Services
Parts
Parts
View Parts
View Prices, Costs and Usage
Create and Edit Parts
Archive Parts
View Parts Activity
Orders
View Orders
Create and Edit Orders
Receive Orders
Unlock Orders
Delete Orders
Inventory
View Out of Stock Parts
Correct inventory
Delete Out of Stock Parts
Returns
View Part Returns
Edit Part Returns
Part Sales
View Part Sales
Create and Edit Part Sales
Unlock Part Sales
Delete Part Sales
Vendors
View Vendors
Create and Edit Vendors
Delete Vendors
Customers
Customers
View Customers
Create Customers
Edit Customers
Archive Customers
Vehicles
View Vehicles
Create Vehicles
Edit Vehicles
Archive Vehicles
Contacts
View Contacts
Create Contacts
Edit Contacts
Archive Contacts
Invoices
View Invoices
Finalize Invoices (for Services and Part Sales)
Unlock Billed Invoices
Unlock Paid Invoices
Take Payments
View Payments
Delete Payments
Admin
Settings
Manage Service Settings
Manage Labor Rates and Part Matrices
Manage Team Settings
Manage Invoice Settings
Edit Subscription Settings
Manage Integrations Settings (QuickBooks and Stripe)
Edit and Invite Users (including editing roles and permissions)
Reports
View Reports
Edit Timesheets
View Efficiency
Other
Remove Attachments
Show shops
Edit shops
Boards edit
Frequently Asked Questions
Q: Can a technician see part costs on an invoice? Only if View Prices, Costs and Usage is enabled under the Parts section. It should be off for technicians. Go to Settings → Users → select the user and verify the toggle is disabled.
Q: How do I allow a technician to clock in and out? Enable Edit time on Service Items under Services → Items. This toggle controls clocking in and out for mechanics.
Q: How do I let a user show up on the Priority Board? Enable Can be Assigned to Services under Services → Actions. This is what makes the user appear in the priority list for job assignment.
Q: What happens if I remove a user? Their account is deactivated and they can no longer log in. Their historical work — clocked hours, notes, and assigned jobs — remains in ETS for record-keeping.
⚠️ Note: These permissions are subject to change as ETS continues to add new features. If you don't see a toggle that's described here, contact support.