Who sees which orders

Every order belongs to a salesperson — or to nobody yet. Two permissions decide which of them a person can see.

The four combinations

"See" means everywhere: the orders list, search, counts, the dashboard, the Calendar, reports, Ed's answers, and opening an order by its link. An order a person isn't allowed to see doesn't show up, and opening it directly is refused with You do not have access to this order.

The exceptions

• Administrators see every order.
• Dispatchers always keep both switches on — MoveBoard turns them on when someone with the Dispatcher position is saved, so they see every job.
• Account managers can open the orders of business accounts they manage, even when those orders are assigned to someone else.
• Branches — an order filed under a branch a person doesn't work in never opens for them, whatever their switches (administrators work in every branch).
• Archived orders are hidden from everyone except administrators and people with See archived orders, who see them only by picking Archived in the Status filter. See Let someone see archived orders.

Accounts

Business accounts follow the same idea with one switch: Can see other user's accounts shows every account; without it a person sees only the accounts they manage.

Typical set-ups

• A salesperson who works only their own leads — both switches off. New leads reach them by your assignment rules or by someone assigning them.
• A salesperson who picks up new leads — Can see unassigned orders on, so they can see and take leads nobody owns yet.
• A manager or customer service — both on.

Change it

1. Open Settings › Users & permissions › Users and click the person.
2. Open Permissions and find the two switches.
3. Press Save. It applies on their next click.

To give one order to someone, assign it — see Assign a lead.