MoveBoardTeam & permissions
Adding people, roles, what each permission allows, and branches.
- The Users pageFind anyone on your team, see who can sign in, filter by department, and open a person's window.
- Add a user and send the password linkCreate a new person with their login, department and positions, then let them choose their own password from a link by email or text.
- A user's windowEvery tab of a person's window — Details, Integration, Permissions, Notifications, Auto Assignment, Signature, Payroll, Time off, Claims and Logs — and the one Save that keeps them.
- Departments and positionsWhat a department is for, what each position means, and how the two decide where a person works and what they start with.
- How permissions workThe three layers that decide what a person sees and does — which orders, which parts of the office, which actions — and how a change reaches them.
- The permissions matrixEvery permission switch on a person's Permissions tab, what it allows and where it shows in MoveBoard.
- Who sees which ordersYour own orders, unassigned ones, everyone's — the two switches that decide which orders a person can find and open, and the exceptions.
- Let someone see archived ordersThe "See archived orders" permission lets a manager or anyone you pick search and open archived orders, the way an admin can.
- Switch off or remove a userStop someone signing in the moment they leave — their history stays, their sessions end at once, and you can switch them back on later.
- Let someone archive ordersThe "Can archive orders" permission lets anyone you pick archive an order, and take one out of Archived, the way an admin can.
- Give or take a crew permission for one personEach foreman starts with what the Foreman position allows on the crew's phone; on their Permissions tab you can change any of it for that one person, and reset it back.
- Signature and customer-facing contactThe card customers see of the person looking after their move — photo, the user's contact phone and email, message and signature — and why a staff member's own phone and email are never shown.
- ConnectionsEach office person's email, Google Calendar and RingCentral in one list — who's connected, who needs to sign in again, and how to connect for someone.
- Users in several branchesPut a person in more than one branch, give them different permissions in each, and know what they see when they switch.
- Sign-in limits by planOne live office session per person and a company-wide cap on the Professional plan — what people see and how to free a seat.
- Crew accountsAdd foremen, drivers and helpers so they can sign in to the Movers App on their phone — and why they never open the office.
- What a non-admin manager can changeSomeone who manages employees but isn't an administrator can run the team of their own branches — with five limits that keep one permission from becoming all of them.
- Let a manager add people without changing permissions"Can change employees' permissions" decides whether someone who manages employees may also change people's permissions, user type and department.
- Staff time offSee the days off a mover asked for, and approve or decline them from their window or from Dispatch.
- Notification preferences per personWhich notifications one person may get, how (App, Email, Text), and Only mine — set on their window or by themselves from the bell.