We're excited to introduce User-Level Content Access — a powerful new permission setting in Movegistics AI that gives you granular control over what each user can see across every module in the platform.

With the new Module Access controls, administrators can now decide whether users should:

✅ View all company data across the organization
OR
✅ View only the records assigned specifically to them

This enhancement is designed with moving companies in mind: keeping your sales reps focused on their own leads, your coordinators working within their assigned jobs, and your operations running cleanly without data overlap.

👥 Who This Is For

• Moving company owners
• Sales managers
• Operations managers
• Dispatch teams
• Move coordinators
• Companies with multiple sales reps or departments

🧠 The Problem We're Solving

Before this update, users with access to a module (like Work Requests or Leads) could see all records across the company — regardless of who owned or was assigned to them.

For example:

• Sales users could access Sales modules
• Operations users could access Operations modules
• Admin users could access everything

However, once module access was granted, users could still view records belonging to other team members.

This created challenges for companies that wanted:

• Sales reps to view only their own leads and opportunities
• Coordinators to manage only assigned jobs
• Cleaner dashboards and calendars
• Better data privacy between teams
• Reduced clutter and distractions

⚙️ What’s New

Go to: Settings → Users → Edit / Add Permissions

You’ll now see a new section called:

🔹 Module Access

Two new permission options are now available:

✅ Full Access

✅ User Level Content Access

📍 How It Works

Inside Settings → Users → Permissions, you'll now find two new access controls under Module Access:

🔓 Full Access

The user can see all data across every enabled module — regardless of assignment. This is ideal for admins, managers, and owners who need a full view of the business.

👤 User-Level Content Access (New!)

When enabled, the user will only see records assigned to them — even if they have access to all modules.

Specifically:

📍 How to Set It Up

1️⃣ Create a Permission Role

Go to: Settings → Users → Permissions

Create or edit a permission role.

Example:

• Sales
• Surveyor
• Coordinator
• Dispatcher

2️⃣ Enable “User Level Content Access”

Inside Module Access:

✅ Enable User Level Content Access

Then enable the modules the user should access.

3️⃣ Assign the Permission to a User

• Go to: Settings → Users → Edit User
• Assign the permission role to the user.
• Once assigned, the filtering becomes automatic.

🔍 What Users Will See

When that user logs in, they will only see the data assigned to them — nothing more, nothing less.

Example:

🔹 Work Requests

• Users will only see:
  • Work Requests where they are the Work Request Owner
  • Work Requests where they are assigned as Move Coordinator
• If ownership changes, visibility updates automatically.

🔹 Estimates

• Users will only see:
  • Estimates they created or own
• This keeps estimate pipelines clean and focused.
  

🔹 Leads

• Users will only see:
  • Leads assigned to them as Lead Owner
• Other sales reps’ leads remain hidden.
  

🔹 Events & Calendar

• Users will only see:
  • Events where they are assigned as Surveyor or participant
• This prevents cluttered calendars filled with unrelated appointments.
  

🌍 Real-World Example

David is a sales rep with the "Sales" permission, which has User-Level Content Access enabled.

When Jaishyam logs in, he sees only the work requests where he is listed as the owner or move coordinator, the estimates he created, the leads assigned to him, and the calendar events where he is the surveyor.

If a work request is reassigned away from him, it disappears from his view automatically. If a new one is assigned to him, it appears right away — no manual filtering needed.

🎯 Real Business Benefits

✅ Cleaner workflows — Users work within their own scope without noise from other reps' data.
✅ Better data hygiene — Records are naturally associated with the right people.
✅ Manager confidence — Ops managers and owners can control visibility without restricting module access entirely.
✅ Scalable for growing teams — As your team grows, data stays organized and role-appropriate automatically.

📌 Modules Supported

This enhancement applies across Movegistics AI, including:

• Leads
• Contacts
• Companies
• Work Requests
• Estimates
• Events
• Operations
• Work Orders
• Reports
• Payments
• Invoices
• Calendars
• And more

🚀 Available Now in Movegistics AI

• This feature is available now in your Movegistics AI account. We recommend reviewing your existing permission roles and deciding which ones should have User-Level Content Access enabled.
  
• If you need help setting this up, reach out to our support team or your onboarding specialist — we're happy to walk you through it.