MoveRight uses role-based access control — each user sees only what they need for their job. This guide explains what each role can access, how to create users, and how to manage permissions.
What this covers
The 8 roles in MoveRight, what each can see and do, and how to add, edit, and deactivate users.
Who uses this
Owners — you create and manage users. Sales managers — you can view the team roster (but not change roles, depending on your permissions).
The 8 roles
| Role | Can see | Can do |
|---|---|---|
| Owner | Everything | All settings, all reports, billing, user management |
| Sales Manager | Pipeline, leads, estimates, team activity | View and manage pipeline, assign leads, view reports for their team |
| Sales Agent | Their own leads, estimates, invoices | Create/edit opportunities, send estimates, record deposits |
| On-Site Estimator | Assigned estimates, customer info | View and edit estimates assigned to them |
| Virtual Estimator | Assigned estimates, customer info | View and edit estimates assigned to them |
| Dispatcher | Dispatch board, crew, schedule | Assign crews, send notifications, update job status |
| Crew Lead | Their assigned jobs (via crew app) | Update job status, record payments, add notes |
| Crew Member | Their assigned jobs (via crew app) | View job details, update task status |
Creating a new user
- Go to Settings → Users → Add User
- Enter their name and email address
- Select their role from the dropdown
- Click Send Invite
The new user gets an email with a link to set their password. They’ll have access to MoveRight as soon as they log in.
Editing a user
- Go to Settings → Users
- Click on the user’s name
- Change their role, name, or email
- Click Save
Role changes take effect immediately. If you demote a Sales Agent to a Crew Member, they lose access to the pipeline right away.
Deactivating a user
When someone leaves your company:
- Go to Settings → Users
- Click on the user’s name
- Click Deactivate
Deactivated users cannot log in but their historical data (calls logged, estimates sent) stays in the system. This is important — you want the audit trail even after they’re gone.
Do not delete users. Deleting a user removes their activity history from reports. Deactivate instead.
Permission details
What Owners can do that others can’t
- Access billing and subscription settings
- Create, edit, and deactivate users
- Change company settings (branding, service area, default terms)
- Configure integrations (phone, QuickBooks, payment gateways)
- View all reports including financial and marketing dashboards
What Sales Managers can do that Sales Agents can’t
- View all agents’ pipelines (not just their own)
- Reassign leads between agents
- View team activity reports (calls made, close rates)
- Export pipeline data
What Dispatchers can do that others can’t
- Access the dispatch board and crew availability
- Assign and reassign crews and trucks
- Send crew notifications
- Update job status in real time
What crew can do in the app
Crew leads and crew members use the MoveRight crew app (mobile only). They can:
- View assigned job details (address, access notes, special items)
- Update job status (En Route, Arrived, In Progress, Completed)
- Record on-site payments (cash, check)
- Add job notes and photos
They cannot access the main MoveRight web interface, pipeline, estimates, reports, or settings.
Common questions
Can I create a custom role? MoveRight’s roles cover the standard moving company org chart. Custom roles aren’t available yet. If you need a hybrid role (someone who both sells and dispatches), assign them the higher-permission role (Sales Agent) and give them the dispatch link directly.
What if someone needs temporary access? Create a user for them and deactivate when they’re done. This is common for seasonal or temporary workers.
Should the owner be the only one who can change settings? Yes. Limit settings access to the Owner role. Even Sales Managers shouldn’t be able to change pricing or company info without the owner’s involvement.
What happens next
- Team setup: Adding Your Team and Setting Roles
- Company config: Company Settings Walkthrough
- Rate setup: Pricing Rule Configuration