Invite an Office user vs a Finance user

OwnerMoveClerk Help Center · about a 2-minute read · Updated October 2026

The short version: Office sees prices but not the money. Finance sees the books but can’t touch billing. Here’s the split.

Before you start

Steps

Invite like normal, then pick the role
Crew tab → Invite → choose Office or Finance instead of Lead/Mover.
Office = the front desk
Office users see job prices and quotes, and can quote callers and dispatch jobs — but never see expenses, P&L, truck costs, or anyone’s pay.
Finance = the books
Finance users see and edit the full books: P&L, expenses, revenue, truck costs, and crew pay. They can’t change crew pay rates, manage users, or touch billing — those stay owner-only.
When in doubt, start lower
Give Office first. You can change someone’s role anytime — access updates immediately.

Office user sees money they shouldn’t → check their role. Partner sees everything an owner sees — that’s a different role.
Finance user can’t open billing → that’s by design. Billing is owner-only, always.

Email hello@moveclerk.com — tell us what you were doing, what you tapped, and what you saw.

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