Overview
This article explains how to add a new employee in Movermate so they can log in and start work.
1. Open the Employees page
Go to Resources → Employees.
2. Create the employee
Click +Add Employee, then enter the employee's details.
3. Choose a licence
Select the licence the employee needs:
CRM: for office staff who manage leads, jobs and invoices.
Crew App: for movers and drivers working in the field.
Both: if the employee needs both.
4. Choose a role
Select the employee's role. The role controls what they can see and do. See Managing Roles & Permissions (CRM).
5. Choose a branch
If your business has more than one branch, select the employee's branch. See Assigning Employees to Branches (CRM).
6. Save
Save the employee. They are now added to your team.
Note: You can change an employee's licence, role or branch at any time. See Editing an Employee's Profile (CRM).
Next article: Editing an Employee's Profile (CRM)
Related articles:
For further questions, contact the Movermate Product Experts at [email protected].