Give each teammate access that fits their responsibility
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Invite moving-company teammates, use built-in or custom roles, control seven permissions and restrict financial information with a recorded audit history.
A role names the responsibility.
Permissions define the access.
- Owner, Admin and Crew
- Start with the built-in roles or define a custom role.
- Financial information
- Money is hidden from Admin and Crew by default.
- Company membership
- Keep each company's access tied to its own membership.
Different jobs need different information
The owner, estimator and crew do not all need the same view of the business. MoveVision uses company membership and permissions to make those responsibilities explicit, including separate access to financial information.
How it works in practice
Step 1
Invite the right people
Invite teammates by email and choose Owner, Admin or Crew, or define custom roles for the responsibilities in your company.
Step 2
Set meaningful access
Review the seven permissions rather than relying only on a role's name. Money is hidden from Admin and Crew by default; member pay rates and profile photos can be maintained by authorized people.
Step 3
Keep changes traceable
An append-only audit log records changes involving settings, people, delivery, retention and exports. A person working with several companies can switch between their memberships from one login.
What is included
Roles with seven permissions
Invite teammates by email and use Owner, Admin and Crew or make custom roles. Money is hidden from Admin and Crew by default, and you can set member pay rates and profile photos.
Append-only audit log
Changes to settings, people, delivery, retention and exports go into a log that is only added to.
One person in several companies
Someone who works with more than one company switches between them from one login.
What to keep in mind
Role settings need your team's judgment. Review custom permissions when someone changes responsibility, especially access to money, membership and company settings. An audit log records actions; it does not replace that review.
Can one person work with more than one company?
Yes. A person with membership in multiple companies can switch between them from one login. Each company's access remains tied to that company's membership and permissions.
Connected to the rest of the move
Put team permissions to work
Start a free trial, set up your company and send your first survey link today.