MoveRight gives every team member their own account with exactly the access they need. A sales agent shouldn’t see the owner’s financial reports. A crew member shouldn’t edit estimates. Roles keep things clean and secure.
What this covers
This guide shows you how to add team members and assign roles.
Who uses this
Owners and sales managers. You’ll add users as part of onboarding and whenever someone joins or leaves the team.
Roles in MoveRight
| Role | What they can do |
|---|---|
| Owner | Everything — settings, billing, team management, all reports |
| Sales Manager | Manage pipeline, view rep analytics, coach agents, configure sequences |
| Sales Agent | Create opportunities, build estimates, follow up with leads, send invoices |
| On-Site Estimator | View assigned estimate appointments, build estimates on mobile, add inventory |
| Virtual Estimator | Build estimates remotely, send estimates, view assigned leads |
| Dispatcher | Assign crews and trucks, manage the dispatch board, update job status |
| Crew Lead | View assigned jobs, update job status, collect signatures, record payments on-site |
| Crew Member | View assigned jobs, update job status, capture inventory |
Steps
1. Open Team Settings
From the dashboard, go to Settings → Team.
2. Click “Add Team Member”
Click the + Add Team Member button in the top right.
3. Enter their information
- Full name
- Email address — they’ll receive an invitation to set their password
- Phone number — used for SMS notifications and two-factor authentication
- Role — select from the dropdown
4. Assign to a zone (if applicable)
If your company operates in multiple zones or locations, assign the user to their zone. They’ll only see leads and jobs in their zone.
5. Configure their notifications
Choose what notifications they receive:
- New lead assigned to me
- Estimate viewed or signed
- Deposit received
- Job reminder (48-hour and morning-of)
- Daily pipeline summary (for managers)
6. Send the invitation
Click Send Invitation. The new team member gets an email with a link to set their password and log in.
Managing existing users
From the Team Settings page, you can:
- Edit — change name, email, role, or zone
- Deactivate — remove access without deleting their history (they disappear from the team list but their past actions stay in the record)
- Reset password — send a password reset link
Tip: When someone leaves, deactivate their account instead of deleting it. This preserves the history of which opportunities they worked and which estimates they sent.
Unlimited users
All MoveRight plans include unlimited users. You never pay extra for adding team members — whether you have 2 people or 20, the price stays the same.
What happens next
- Set up your company profile: Setting Up Your Company Profile
- Configure pricing rules: Pricing Rule Configuration
- Start with your first job: Your First Move — End to End