How to Add, Update, and Remove Crew App Users

Introduction

The Crew App for Movegistics 5.0 is a mobile-only application designed for moving crews to efficiently manage their workflow from phones and tablets. Crew App user management is handled through the Movegistics 5.0 CRM under the Resources > Workers section. Users can either grant existing workers access to the app or create new users.

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Step 1: Access the User Management Page

1. Log in to Movegistics 5.0 CRM.
2. Navigate to Resources from the left-side menu.
3. Click on Workers to manage crew members.

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Step 2: Adding a New Crew App User

1. Click the + button to add a new worker.
2. Fill in the required details:
   • First & Last Name
   • Phone Number (Optional)
   • Email
   • Home Address (Optional)
   • Emergency Contact Name (Optional)
3. Toggle the Crew App User switch to grant access.
4. Click Save to create the new user.

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Step 3: Granting Access to an Existing Worker

1. Locate the worker in the Workers list.
2. Click on their profile to edit.
3. Toggle the Crew App User switch to enable access.
4. Click Save to confirm the changes.

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Step 4: Deactivating or Removing a Crew App User

Deactivating a User

• Toggle the Crew App User switch off to revoke app access while keeping their profile in the system.

Removing a User

⚠ Warning: Removing a user permanently deletes their account from the system.

1. Locate the worker in the Workers list.
2. Click on their profile and select Remove User.
3. Confirm the deletion.

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Troubleshooting User Management Issues

If you encounter issues while managing Crew App users:

• Ensure you are logged in with admin permissions.
• Verify that the user details are entered correctly.
• If a crew member forgets their password, direct them to use the Forgot Password option on the login screen.
• For additional support, contact Movegistics Support at [e-mail].

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Conclusion

The Crew App for Movegistics 5.0 is optimized for mobile use, allowing crews to manage tasks efficiently. User management is handled through the Movegistics 5.0 CRM, allowing admins to create, edit, or remove users as needed.

For more information, visit our Help Center.