Overview
When you add a user in the User Management section, you are required to select their role within SmartMoving. Roles come with out-of-the-box permissions associated with them, although as an admin, you can modify those permissions, if you wish.
For example, take a look at the picture below and locate the Sales Person column. According to SmartMoving's built-in permissions associated with the role of Sales Person, they will only have access to the following modules in SmartMoving: Calendars, Customers, Sales, and Tasks.
However, if you have an employee in the Sales Person role but need them to also be able to access the Customer Service module, simply check that permission for them and click Save.
IMPORTANT: Granting access to the Customer Service module for one Sales Person will give access to all users with the Sales Person role. If that’s not your intention, you can create a custom role for specific employees.
To create a custom role:
Go to Manage Roles > Add Role
Enter a name for the new role
Click Save
Select the permissions you want this role to include
Assign the new role to the appropriate user(s)
Be intentional with permissions. Only grant access to those who need it to avoid confusion. Limit system Admins or users with Settings access to prevent unauthorized changes, which can lead to issues.
If you need to edit or add the access and roles of your team members, follow the instructions below:
How to Access Roles & Permissions Company Settings Page
Click on the Settings module in the left navigation vertical blue bar.
Click on Company Settings.
Click on Roles & Permissions page.
Or click here to be taken straight there.
How to Change Which Modules a Role has Access To
Check or uncheck one box you want to enable or disable.
Click the save changes button.
Note: The user assigned to that new role, they must log out and then log back in before they see the module permission changes go into effect.
How to Add New Role
Click on Company Settings.
Click on Roles & Permissions page.
Or click here to be taken straight there.
Click on the "Manage Roles" button.
Click "Add Role" button and name your new role.
Click elsewhere on slide-out to save the name.
Close window.
A new column is created
How to Delete a Role
To delete a role, there cannot be no users assigned to that role. If there is, make sure to assign them to a new role and then delete the role.
Click on Company Settings.
Click on Roles & Permissions page.
Or click here to be taken straight there.
Click on the "Manage Roles" button.
Click on the trashcan to right of role you want to delete.
Click on "Delete Role" to confirm.
If there are users assigned to the role you want to delete, it will prompt you to select a new role to assign.
