Team & permissions
The permissions matrix
Every permission switch on a person's Permissions tab, what it allows and where it shows in MoveBoard.
- 5 min read
- Checked against MoveBoard
- For owners & admins
On this page
This 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 — Can see the payroll tab | 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. |
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 edit deposit amount, Can edit fuel surcharge amount | Changing those amounts on an order. |
Administrators only: 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. |
| Can see closing tab | The order's closing view. |
| Can edit bill of lading | Changing a bill of lading from the office. |
Payroll, storage, trips and claims
| Switch | What it allows |
|---|---|
| Can see the payroll tab | Seeing payroll. Seeing an order never gives 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: add people, change their details, access and pay. |
| 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.
Related guides
- Team & permissionsHow 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.
- Team & permissionsWho 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.
- Team & permissionsWhat 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.
- Getting startedThe office menuEvery item in the menu down the left, what it opens, what the red numbers mean, and why an item can be missing.
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.