User Accessibility and Permissions

Overview

Any new user who is invited to join your Supermove office app account can be provided with one of three different permissions: Admin, Ops Admin, Manager, and Salesperson. This article will provide an overview of how these permissions can be managed and the key functional differences among them.

Managing the Permissions

As an Admin of your Supermove account, you can manage and indicate the permissions available to the rest of your office app users. To change the permission of a user, please do the following:

1. Click Settings
2. Click View/Edit Staff
3. Click the three vertical dots to the right of a user's name, and then select Edit User
4. A new window will emerge. You can indicate the desired permission by selecting the Supermove Role dropdown menu
   

Key Differences Among the Permissions

When considering which permission is most appropriate for your team members, please keep in mind the following:

• Admin - This permission grants the user full access to all components in the Supermove office app. They can create jobs, edit jobs, communicate with customers, make adjustments to the account via settings, and have access to all the tabs in the lefthand toolbar (Moves, Calendar, Live, Accounting, Reports, etc)
• Operations Admin - This permission is identical to the Admin above, except for the ability to edit, send, and finalize invoices on the accounting module. This helps distinguish Admins from accounting versus operations
• Manager - This permission grants the user access to most components in Supermove, but they do not get visibility to Accounting, Reports, or Payments
• Salesperson - This permission is the most restrictive. The user does not have visibility to Accounting, Reports, or Payments. They also only have access to the jobs they've created or have been assigned to in Supermove. They do not have visibility on the calendar to jobs from other salespeople

For a table breakdown of the different roles, please see below:

	Admin	Ops Admin	Manager	Salesperson
Access to Accounting	Yes	Yes	No	No
Access to Reporting	Yes	Yes	No	No
Invite Other Staff members	Yes	Yes	No	No
Edit role Permissions	Yes	Yes	No	No
Edit Project Types	Yes	Yes	Yes	No
Create Billing Variables	Yes	Yes	Yes	No
View Invoices	Yes	Yes	Yes	Yes
Edit, Send, Finalize Invoices	Yes	No	No	No
Edit Projects/ Jobs	Yes	Yes	Yes	Only their own
Edit Timesheet & Report on Jobs	Yes	Yes	No	No
Follow Up on Moves	Yes	Yes	Yes	Only their own
Edit Dispatches/ Dispatch Board	Yes	Yes	Yes	No
View Jobs on the Dispatch Board	Yes	Yes	Yes	Only their own
Edit Customer Information	Yes	Yes	Yes	Yes
Access to Payments	Yes	Yes	No	No
Access to Storage	Yes	Yes	Yes	Yes