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, who see them only by picking Archived in the Status filter.

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

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