MoveBoard Interface may be different for different Users depending on the Permissions that were given by an Owner to a definite User.
The Owner can give Permissions to Managers, Salespeople and Customer Service Department.
To give Permissions in the system you should go to Settings > Department > choose the person needed > open Permissions tab:
There are 4 tabs with Permissions you have to make settings for:
- Admin Permissions;
- Requests;
- Request Window;
- Reminders.
Admin Permissions
Enable the preferable Admin Permissions in the checkboxes:
If you decide to hide any tabs from your employees, their MoveBoard Navigation Panel will differ from yours. Compare:
Requests
Enable the preferable Permissions in the checkboxes:
NOTE the difference between “Can assign leads to other salespeople“ and “Can assign unassigned leads“:
- “Can assign leads to other salespeople” Permission gives a User a possibility to assign any Salespeople including themselves to a Request as many times as they need. Having this Permission a Salesperson can also work with Unassigned Leads.
- “Can assign unassigned leads” Permission gives a User a possibility to assign Salespeople to Unassigned Leads only once. Then a User can change nothing.
So the 1st Permission does not exclude the 2nd.
A User can be limited in their actions with assignation if you choose only the 2nd option – “Can assign unassigned leads”.
Request Window
Disable the checkbox in case you do not want Salespeople to be able to confirm Jobs by themselves:
In case Salespeople do not have this Permission, they cannot see Confirmed Status in the Request Window:
Reminders
Enable the checkbox if you want a User to be able to assign reminders to other Salespeople: