Access Roles and Permissions
Go to Settings in the Movermate dashboard.
Click on System Roles under the "Roles and Permissions" section.
Create a New Role
Click + Add Role.
Enter a Role Name (e.g., Sales, Admin) and a Role Description.
Define the responsibilities of the role in the description section, e.g., "Responsible for managing leads."
Assign Permissions
Dashboard: Control access to different dashboards (Sales, Finance, Operations).
Leads: Manage lead creation, exporting, importing, assignment, and deletion.
Jobs: Set permissions for job creation, assignment, exporting, and cancellation.
Invoices & Payments: Manage invoices, payments, and financial records.
Communication: Enable email and text message permissions.
Resources: Control access to employees, trucks, and subcontractors.
Settings: Grant access to system configurations, pricing, and automation.
Note: Even within these sections, you can manage additional permissions by opening the dropdown and toggling specific permissions on or off.
If the main permission is enabled, all sub-permissions under that category will be activated by default.
However, you can turn off individual sub-permissions to restrict access to specific actions within that section.
Save Role
Click Save Role to apply the settings.
Edit or Delete Roles
Edit: Click the pencil icon to modify role.
Delete: Click the trash icon to remove a role.
Assign Roles to Users
Go to the Resources section in MoverMate.
Assign the newly created roles to crew members or users.
