Account Owner |
Admin |
Editor |
Mover |
|
Company Setup |
can view and edit all sections | can view and edit Truck Rates, Inventory, Supplies and Docs. view only Company Info and Mover Rate | no access to this section | no access to this section |
Clients |
can create, view and edit all Clients | can create, view and edit all Clients | can create, view and edit all Clients | no access to this section |
Jobs |
can create, view and edit all open and closed Jobs, can be assigned to estimating jobs, but not moving crew | can create, view and edit all open and closed Jobs, can be assigned to estimating jobs, but not moving crew | can create, view and edit open Jobs, but cannot edit closed Jobs, can be assigned to estimating jobs, but not moving crew | no access to this section, can be assigned to moving crew on Jobs |
Staff |
can create, view and edit all Staff and Schedules | can create, view and edit all Staff and Schedules | view only Staff info and Schedules, and Job history | view only Staff info, no access to other user Staff Schedules or Job history |
Schedule |
can view and edit all Staff schedules, can add Events | can view and edit all Staff schedules, can add Events | can submit own Schedule for upcoming 2 weeks, view only all Staff Schedules and Job assignments, can add Events | can submit own schedule for upcoming 2 weeks, view only own Schedule and Jobs assigned |
Company |
can edit Docs in Company Setup section | can edit Docs in Company Setup section | view only | view only |
For more information, please see ‘What are the permissions for each staff member?‘