What Are Permissions

Permissions are the access your employee has in the system. So what they can and can't see.

So we have multiple permission fields in the system

Foreman

Sales Representative

Office Supervisor

Accountant

Dashboard Manager

Payroll

HR Supervisor

Executive

Owner Login


Foreman

Foreman is for those movers who will be handling the paperwork on the job site. This is not a paid-for user. So you can have as many foremen as you may need for no extra charge.

This is how their dashboard looks as they will only be able to pull jobs they have been assigned to.


Adding new Office Users

If you have billing user management set up in your system you are able to update and manage your paid users in the system.


Sales Representative

Sales Representative is a basic paid user access to the system. They will have access to book jobs, create estimates, manage storage, manage claims and customers' info.

This is how their Dashboard will look like


Office Supervisor

The office supervisor is like your head sales representative. They can see who are the sales leaders for the month, they can see all tasks in the office, and can add new inventory, packing material, and additional charges.

This is how their Dashboard will look like


Accountant

Accountant Permissions will have access to close out jobs and sales reports.

This is how their Dashboard will look like


Dashboard Manager

Dashboard Manager permissions give the user access to all dashboard information and statistics

This is how their Dashboard will look like


Payroll

Payroll permissions give the user access to documents and pull up payroll.

This is how their Dashboard will look like


HR Manager

HR Manager permissions give the user access to the HR Tab where they can edit employee's info

This is how their Dashboard will look like


Executive

Executive will have all permissions except for changing company info such as addresses and prices

This is how their Dashboard will look like


Owner Login

Owner Login Permission is access to everything in the system has the ability

This is how their Dashboard will look like

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