Add a user and send the password link

Adding a person takes a minute: their name and contact, a login, and their place in the company. Their pay, mailbox, signature and permissions are set in their window, which opens as soon as they exist.

Before you start

You need the Manage employees within the company permission. Only an administrator can make somebody else an administrator.

Create the person

1. 1Open Settings › Users & permissions › Users and press New user. (If a department is picked in the list on the left, the new person starts in it.)
2. 2The person — type the First Name, Last Name, Contact Email, then the Phone type and Phone. The phone formats itself as you type.
3. 3Login — the Username starts as the email address; change it if you like. MoveBoard checks it as you type: Free to use. or This username already belongs to …
4. 4Type a Password. An office person's needs at least 4 characters; a mover's may be anything. Nothing is sent — you can tell them yourself, or send them a link to choose their own (below).
5. 5Place in the company — pick the User Type (Admin or Standard), the Department and the Date Started.
6. 6Tick one or more Position chips: Sales, Foreman, Helper, Driver, Customer Service, Manager, Finance, Dispatcher. Picking Admin keeps the positions you ticked (an admin may do everything anyway); Standard clears them.
7. 7If your company has several branches, tick the Branches they work in.
8. 8Leave Active on, and press Create.

Their permissions start as their department's, and their notifications as the defaults of their positions (Defaults by position). Their window opens next, so you can set their pay, their mailbox and anything else.

Let them choose their own password

1. 1In their window, on Details, find Software Login.
2. 2Press Send a link to set it.
3. 3Press Send by email or Send by text. A text goes only to a number marked Mobile.

They get a message from your company with a Set my password button. The link works once, for 48 hours. On the page they choose a password and sign in. The pop-up shows the last link sent — Sent to … · time — and whether it was used, ran out or was replaced. Resend sends a fresh link; the older one stops working. Each link sent is written in the person's Logs.

You can also press Set a password (or Change password) to type one yourself — Tell them yourself — nothing is sent.

What they sign in with

The Company login ID shown in Software Login, their Username and their password. Office people sign in at the office login; foremen, drivers and helpers use the Mover's Portal — see Crew accounts.

If something goes wrong

The Create button says why it can't save:

• First Name is a required field, Last Name is a required field, Phone is a required field, Invalid phone number
• Contact Email must be a valid email
• Username must be at least 3 characters, or This username already belongs to …
• Password must be at least 4 characters
• Please choose department, Position field must have at least 1 items, Please choose at least one company

When sending a link:

• Add an email first / Add a mobile number first — under the button that can't be used.
• Give them a username first — on Send a link to set it while they have no username.
• This user is not active. Switch them on first.
• Only an administrator can change an administrator's password.
• You do not have permission to change another user's password. — you need Can update login password.

On the password page the person may see The two passwords do not match.