MoveBoardThis is every switch on a person's Permissions tab, by what it controls. Administrators hold all of them — and a few actions that are administrators' only. Permissions are set per person and per branch; see How permissions work.
Main menu
Dashboard, Orders, Mail, Tasks and Support are open to everyone in the office. The rest each have a switch in the Main menu card:
| Switch | Opens |
|---|---|
| Accounts — Can see Accounts Tab | Accounts |
| Calendar — Can see Calendar Tab | Calendar |
| Messages — Can see Communication Tab | Messages |
| Calls — Can see Calls Tab | Calls (until it is first set, it follows the Messages switch) |
| Dispatch — Can see Dispatch Tab | Dispatch, Trips and Carriers |
| Accounting — View payroll | Accounting (payroll) |
| Claims — Can see Claims Tab | Claims, and the order's Claims pop-up |
| Invoices — Can see Invoices Tab | Invoices |
| Storage — Can see storage tab | Storage |
| Reports — Can see Reports tab as admin | Reports |
| Settings — Can see Settings Tab | Settings |
AI Leads isn't a permission: it shows for everyone once the AI receptionist is on for your company.
Orders and accounts you see
| Switch | What it allows |
|---|---|
| Can see unassigned orders | Orders with no salesperson, as well as your own. |
| Can see other user's orders | Orders assigned to other people. With the one above: every order. |
| Can see other user's accounts | Every business account, not only the ones you manage. |
| Can see customers online | The customers-online button in the top bar. |
| Can see Orders Calendar | The Orders tab of the Calendar. |
| See archived orders | Search and open archived orders, like an admin: the Archived filter and search chip. See Let someone see archived orders. |
| Can archive orders | Archive an order and take one out of Archived, like an admin (off until you turn it on). See Let someone archive orders. |
Leads, tasks, notes and email
| Switch | What it allows |
|---|---|
| Can assign leads to other salespeople | The Sales person picker and Assign Sales Person on the orders list. |
| Can create task for other users | Giving a task to someone else. |
| Can send an email as different user | Choosing another person's mailbox to send from. |
| Can edit a note, Can edit other user's notes | Changing your own notes, or anyone's. |
| Can delete own notes, Can delete other user's notes | Deleting your own notes, or anyone's. |
| Can share a note with other user | Not available yet. |
In-home estimates
Can schedule in-home estimate, Can assign in-home estimate, Can edit in-home estimate, Can cancel an in-home estimate (editing alone is enough to cancel), Can change the status of an in-home estimate. See In-home estimates.
Payments
| Switch | What it allows |
|---|---|
| Can charge a reservation payment | Charging the deposit. |
| Can charge an online payment | Charging a card in the office. |
| Can add a custom payment | Recording cash, check and your own payment types. |
| Can add a card on file | Saving a customer's card. |
| Can mark payment as pending | Marking a payment pending. |
| Can process a refund | Refunds, and paying a claim into the order's money. |
| Can transfer payments to another order | Move a payment or deposit to another order from the payment's ⋮ in the Payments window (off until you turn it on; admins always can). See Delete or transfer a payment. |
| Can edit deposit amount, Can edit fuel surcharge amount | Changing those amounts on an order. |
Administrators only: deleting a payment (or a tip or fee taken with one), moving a payment to another order, and waiving a card fee or cash discount. See Payments window.
Invoices
Can create a new invoice, Can view an invoice, Can take a payment on an invoice, Can edit an invoice. Editing, changing the status of and deleting invoices is otherwise left to administrators. See Invoices.
Business accounts
Can create a Corporate Account, Can Create an Affiliate Account, Can create a new order for Corporate Account, Can create a new order for Affiliate account, Can edit accounts, Can change account status, Can detach an order from an Account, Can see account discount, Can edit account discount, Can see account payment option, Can edit account payment option. See Business accounts.
Dispatch, closing and the bill of lading
| Switch | What it allows |
|---|---|
| Can change the truck on job assignment | Moving a job to another truck. |
| Can adjust job start time on job assignment | Moving a job's start time. |
| Can expand job time on job assignment | Stretching a job's length. |
| See dispatch money figures | The money cards on the Dispatch dashboard. |
| Confirm moves (the Move confirmation card) | Sending move confirmation requests (Send now, Resend, Send to all not confirmed) marking moves confirmed or not confirmed, and writing confirmation notes on Dispatch › Confirmations, and asking Ed to do it. Everyone who can see the Dispatch tab has it until an administrator changes it for them. See Move confirmations. |
| Can see closing tab | The order's closing view. |
| Can edit bill of lading | Changing a bill of lading from the office. |
| Can remove other fees on contract | Switching an Other Fee off on the bill of lading, including the foreman's on the crew phone (the X beside the fee). Without it the phone says "You are not allowed to remove other fees." It's in the Bill of Lading card; nobody has it until you switch it on, so tick it on each foreman who may take a fee off (or on the Foreman department's defaults). |
Crew phone
A foreman's Permissions tab also has a Crew phone card: what they may do on the crew's phone (past jobs, skipping the ETA text, change orders, release form items and prices, declining a schedule, time off). Each row starts from your company's settings for the position and can be changed for that one person. See Give or take a crew permission for one person.
Payroll, storage, trips and claims
| Switch | What it allows |
|---|---|
| View payroll (Main menu card) | Seeing payroll. Seeing an order never gives payroll. |
| Edit payroll (under View payroll) | Changing payroll: a job's payroll (hours, rates, commissions, Submit Payroll, trip pay), misc payments, deductions and paychecks. Ticking it ticks View payroll; switching View off switches it off. See Job payroll. |
| Can change storage pricing on storage agreement | The storage rate on the agreement. |
| Can see trip profit and settlements | A trip's expenses, margin, profit and settlement. |
| Can manage claims (offers, payments, closing) | Offers, marking paid, closing, reopening and reassigning claims. |
Calls
Can view calls and voicemails on other users' orders, Can view calls and voicemails not linked to any order. See The Calls page.
Reports
Can see Income Report, Can see Payments Collected Report, Can Export reports (every export, the orders list's CSV included). See The Reports hub.
You and the team
| Switch | What it allows |
|---|---|
| Manage employees within the company | The Users page (and Users in the menu under your name): add people, change their details, positions and pay. |
| Can change employees' permissions | With the one above: change people's permissions, user type and department, and departments' default permissions. More |
| Can update login password | Setting other people's passwords and sending password links. |
| Can update profile information | Changing other people's Signature card. |
Can see branches and Can transfer leeds between branches are on the tab but don't change anything yet.