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Step-by-Step Guide to Configuring App Roles in MoverMate

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Access App Roles

  1. Log in to your MoverMate dashboard.

  2. From the left-hand menu, click Settings.

  3. Under Settings, select App Roles.

You will see a list of existing roles (e.g., Admin, Crew), along with their descriptions and an Action menu.


Create a New App Role

  1. Click the + Add Role button (top right corner).

  2. A side panel will open titled Create App Role.

  3. Fill in the required fields:

    • Name* – Enter the role name (e.g., Admin, Manager, Crew Supervisor).

    • Description* – Add a brief description (e.g., “Can manage all company settings” or “Can view and manage job schedules”).



Assign Permissions

Under Assign Permissions, you will see a list of system modules. Each module has two permission options:

  • Read – Allows the user to view/access the feature.

  • Write – Allows the user to create, edit, update, or delete within that feature.

You can also use:

  • All Read Permissions toggle – Enables Read access for all modules.

  • All Write Permissions toggle – Enables Write access for all modules.

Available Permission Modules

  • Profile
    View and edit user profile.

  • Calendar / Availability
    View and manage staff availability.

  • Calendar / Schedule
    View and manage job scheduling.

  • Wallet
    View wallet details.

  • Estimate
    Edit or delete job estimates.

  • Invoice
    Access invoice details and make edits if required.

  • Job Actions
    View job-related actions.

  • Job Accept / Reject
    Allow crew to accept or reject assigned jobs.

  • Inventory
    View inventory or initiate a new inventory.

  • Photos / Media
    Upload and manage job-related images.

  • Tap To Pay
    Enable contactless payments using Stripe.

  • ICR (Inventory Condition Report)
    Access and manage the Inventory Condition Report within the Crew App.

Turn on the toggle under Read and/or Write depending on the access level required for that role.


Save the App Role

After selecting the required permissions:

  1. Click Create App Role (top right of the side panel).

  2. The new role will now appear in the App Roles list.


Edit an Existing Role

  1. In the App Roles list, click the three-dot menu under the Action column.

  2. Select Edit.

  3. Update the role name, description, or permissions.

  4. Save changes.


Delete an App Role

Click the three-dot menu under the Action column.

  1. Select Delete.

  2. Confirm deletion.

Note: Only delete a role if it is no longer assigned to active users.

For any inquiries, please reach out to the Movermate Product Experts at [email protected].We're here to help!

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