Team & permissions
Adding people, roles, what each permission allows, and branches.
16 guides
- The Users pageFind anyone on your team, see who can sign in, filter by department, and open a person's window. 2 min read
- 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. 3 min read
- 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. 3 min read
- 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. 3 min read
- 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. 3 min read
- The permissions matrixEvery permission switch on a person's Permissions tab, what it allows and where it shows in MoveBoard. 5 min read
- 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. 2 min read
- 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. 2 min read
- Signature and customer-facing contactThe card customers see of the person looking after their move — photo, contact phone, message and signature — and why a staff member's own phone is never shown. 2 min read
- 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. 3 min read
- 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. 1 min read
- 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. 2 min read
- Crew accountsAdd foremen, drivers and helpers so they can sign in to the Mover's Portal on their phone — and why they never open the office. 2 min read
- What a non-admin manager can changeSomeone who manages employees but isn't an administrator can run the team — with four limits that keep one permission from becoming all of them. 2 min read
- Staff time offSee the days off a mover asked for, and approve or decline them from their window or from Dispatch. 1 min read
- 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. 2 min read
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.