Overview
A role decides what each person can see and do in Movermate. This article explains where roles are managed and how to give an employee a role.
1. Understand the two types of role
Role type | Used for | Where to manage it |
System Roles | The CRM, for your office team | Settings → Business & Team → System Roles |
App Roles | The Crew App, for movers and drivers | Settings → Business & Team → App Roles |
2. Give crew members access
To let crew members use the Crew App, add the Crew permissions you want them to have to their role.
3. Give an employee a role
Go to Resources → Employees.
Click the three dots next to the employee, then Edit.
Open User Access and click Edit.
Choose the licence and role the employee needs.
Save.
You can also choose a licence and role when you first add an employee. See Adding an Employee (CRM).
For further questions, contact the Movermate Product Experts at [email protected].