Service Manager
Owns IT service setup, planning and assigned operational work.
Can
- Manage Assets, Changes, incident updates, Incidents, Problems, saa S subscriptions, saa S usage, service requests, Services
Starts on: Change schedule
- SaaS Management Platform
- Roles and access
Who can do what in SaaS Management Platform
Assign service, change and receipt work to the people who own each decision.
How permissions work
Service work
The Service Manager maintains the operational portfolio and decides submitted requests.
Changes
The Change Approver reviews a planned change before implementation.
Evidence
The Service Technician records allocation and incident update details; the Finance Officer reviews provider receipts.
Setup
Admin maintains people, users and service setup.
Who can do what
| Role | Subscriptions | Usage | Services | Requests | Incidents | Changes | Assets | Receipts |
|---|---|---|---|---|---|---|---|---|
| Service Manager | — | — | Edit | Edit | Edit | Edit | Edit | — |
| Change Approver | — | — | — | — | — | — | — | — |
| Service Technician | — | — | — | — | Edit | — | Edit | — |
| Finance Officer | — | — | — | — | — | — | — | Edit |
| Admin | Edit | Edit | Edit | Approve | Edit | Approve | View | View |
Each role in detail
Change Approver
Reviews evidence and authorizes eligible domain outcomes.
Can
- Access assigned records
Starts on: Change schedule
Service Technician
Captures assigned IT service work and evidence.
Can
- Manage incident updates, saa S subscriptions, saa S usage
Starts on: Change schedule
Finance Officer
Prepares authorized financial drafts and reconciles confirmed receipts for this app.
Can
- Manage integration receipts
Starts on: Receipt exceptions
Admin
Configures people, users and the service portfolio, and controls the app's setup.
Can
- Manage Users, People, Services
- View Assets, Changes, incident updates, Incidents, integration receipts, Problems, saa S subscriptions, saa S usage, service requests
Reviews and approves
- Approve Changes, service requests
Set up SaaS Management Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.