User Permissions 🔐

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Why This Matters to Your Business 🎯

User permissions in Movegistics 5.0 help you control what each team member can view and access across the system. Whether you’re onboarding a new hire or refining permissions for different roles, setting the correct access levels ensures security, improves productivity, and limits errors from unnecessary access.

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How to Edit or Create User Permissions ⚙️

Editing Permissions

1. Go to the Users section and select the Permissions tab.

2. Click the checkbox next to the permission set you want to modify, then click Edit.

3. Make necessary changes to module access, access level, or rename the permission.

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Creating Permissions

1. In the Permissions tab, click the blue + icon to create a new permission.

2. Enter the Name for the new permission set.

3. Choose the appropriate access level:

   • Full Access: Grants complete administrative control.

   • Or customize module-level access for sections such as Sales, Operations, Dashboard, etc.

4. Click Create to save the new permission set.

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Assigning a Permission to a User 👥

1. Switch to the Users tab.

2. Select the checkbox next to the user account you want to update.

3. Click Edit.

4. In the dropdown, assign the appropriate permission set.

5. Click Save to apply changes.

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Best Practices 🌟

• Use naming conventions (e.g., "Sales – Basic" or "Ops – Admin") for easy recognition.

• Regularly audit permissions to remove outdated or unused access.

• Keep sensitive modules like Payments or Settings restricted to trusted admin roles only.

Efficient permission management reduces errors, limits risk, and ensures every user has just what they need—nothing more, nothing less. ✅

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For further assistance, please contact our support team at [e-mail].