System Roles in Movermate give you full control over what your team can see and do within the platform. By assigning the right permissions to each role, you can protect sensitive information, improve workflow efficiency, and ensure everyone has access only to what they need.
Access Roles & Permissions
Go to Settings in your Movermate dashboard
Select System Roles under Roles & Permissions
You’ll see a list of existing roles (such as Admin or Lead) along with their current access levels.
Create a New System Role
Click + Add Role
Enter a Role Name (e.g. Sales, Operations, Finance)
Add a Role Description that clearly outlines the responsibilities
Example: “Manages leads and customer communications.”
Assign Permissions
Permissions are organised by feature area, allowing you to give full access or fine-tune individual actions.
Dashboard
Control access to Sales, Operations, and Finance dashboards
Leads
Create, view, edit, assign, import, export, or delete leads
Manage views, kanban boards, and column customisation
Jobs
Create, edit, assign, cancel, import, or export jobs
Control access to job views and job sheet links
Invoices & Payments
Create and export invoices
Manage customer payments and financial information
Communication
Send and manage emails and SMS messages
Resources
Manage employees, trucks, and subcontractors
Control roster and payroll access
Settings
Manage system configuration and business details
Control automations and integrations (Google Maps, Xero, MYOB, QuickBooks)
Manage document templates and pricing
How Permissions Work
Enabling a main permission automatically enables all related sub-permissions
You can expand any section to switch off specific actions as needed
This gives you precise control over user access across the platform
Save the Role
Once permissions are set, click Create System Role to apply the changes.
Edit or Delete Roles
Edit or Delete Roles
Edit: Click the pencil icon to update an existing role
Delete: Click the trash icon to remove a role
Note: Roles currently assigned to users cannot be deleted.
Assign Roles to Users
Go to Resources
Open the employee or user profile
Assign the appropriate System Role
Changes take effect immediately.
For any inquiries, please reach out to the Movermate Product Experts at [email protected].We're here to help!