> For the complete documentation index, see [llms.txt](https://compassly.gitbook.io/compassly-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://compassly.gitbook.io/compassly-docs/administration/system-settings/services.md).

# Services

**Audience:** Super Admin, Admin, Supervisor, Clinician, Basic\
**Page type:** Overview\
**Status:** Draft\
**Owner:** Compassly Documentation Team\
**Last verified:** 2026-04-07

## Purpose

Use **Services** to manage service codes, descriptions, minutes per unit, team member assignments, imports, and service exports.

## Before you start

* You must be signed in to Compassly.
* You must be able to open **System settings** > **Services**.
* Some actions such as delete and import may be limited by role.

## What this section includes

* **Services list** — review all service records in the system.
* **Add new service** — create a new service record.
* **Edit service** — update an existing service.
* **Delete service** — permanently remove a service when allowed.
* **Import services** — upload services in bulk from the import template.
* **Download options** — download the import template or export service reports in **XLSX** or **CSV**.
* **Search, filters, and columns** — narrow the visible list and adjust which columns are shown.

## How to get there

1. Sign in to Compassly.
2. Select **System settings** from the left navigation.
3. Select **Services**.

## Role differences

* **Super Admin:** Can view, add, import, download, edit, and delete services.
* **Admin / Supervisor:** Can view, add, import, download, and edit services, but cannot delete them.
* **Clinician / Basic:** Can open **Services**, view the service list, and open service details, but cannot add, import, download, edit, or delete services.

## Important

* The list is table-based and supports search, filters, pagination, and column selection.
* The row **Action** menu includes **Edit service** and **Delete service**.
* **Import services** is a separate page-level action.
* The download menu includes the import template plus service report exports.

## What happens next

* Start with **View Services** to understand the list page.
* Use **Add New Service** to create a service.
* Use **Edit Service** or **Delete Service** from the row action menu.
* Use **Import Services** or the download options for bulk work.

## Related guides

* [View Services](/compassly-docs/administration/system-settings/services/view-services.md)
* [Add New Service](/compassly-docs/administration/system-settings/services/add-new-service.md)
* [Edit Service](/compassly-docs/administration/system-settings/services/edit-service.md)
* [Delete Service](/compassly-docs/administration/system-settings/services/delete-service.md)
* [Import Services](/compassly-docs/administration/system-settings/services/import-services.md)
* [Download Services Import Template](/compassly-docs/administration/system-settings/services/download-services-import-template.md)
* [Download Services Report](/compassly-docs/administration/system-settings/services/download-services-report.md)
* [Filter Services by Team Member](/compassly-docs/administration/system-settings/services/filter-services-by-team-member.md)
* [Filter and Search Services](/compassly-docs/administration/system-settings/services/filter-and-search-services.md)
* [Show or Hide Service Columns](/compassly-docs/administration/system-settings/services/show-or-hide-service-columns.md)
* [View Assigned Team Members for a Service](/compassly-docs/administration/system-settings/services/view-assigned-team-members-for-a-service.md)


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