Help center · Team
Team members and roles
Updated Oct 20, 2026
Give everyone a login of their own so you know who did what.
| Role | What they can do |
|---|---|
| Owner | Everything, including billing and the team |
| Manager | Everything, including the team |
| Office | Sales, operations and money |
| Sales | Leads, quotes and customers |
| Dispatcher | Jobs, calendar and crews |
| Crew | Only their own jobs, on the phone |
Invite someone: in Settings › Company profile & team, under Team, type their email, pick a role and press Add to team. They get an email to make their login.
Change a role or remove someone from the same list. Only owners can add or change other owners. Fine-tune what each role can open in Settings › Roles & permissions.
Your own login: click your initials at the top right and choose Your login & security to change your name, password and two-step login.
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Still stuck? Email support@movehelm.com and a person will answer.