The Players

Who are the clients?

Clients are individuals or families moving house. The data stored in the database contains the contents of their homes, their plans and checklists for the move and collections of valuable items.

Who uses Moving Companion?

Users are those people who provide services to the clients - moving specialists at retirement villages, movers who pack, move and unpack the items being moved, clients who use the data in the database, village planners who provide the facilities at each village.

Moving Companion contains personal data that must be treated wth sensitivity and always be totally secure. Access to data is through Permissions that are assigned to Users. This enables managed access to data based on user roles within the application.

Roles Definitions

Controlling access to data

Organisation-level roles

• Superadmin

  • Global or “top-level” admin.

  • Can create/edit/delete organisations.

  • Can manage any organisation’s settings, categories, and users.

  • Full access to Admin functions.

• Admin

  • Can manage their own organisation:

    • Create/edit users in their organisation

    • Configure categories and reference data for their organisation.

    • View all clients within that organisation.

  • Access to the Admin section for their organisation only.

• Village Specialist

  • Can create and manage clients for their organisation.

  • Can view and update client “Key Information”, move plans, inventories, etc.

  • Cannot change global or organisation-wide settings like categories or roles.

• Mover

  • Can view assigned clients and tasks (e.g., packing lists, move schedules).

  • Can update operational data (e.g., “this room packed”, “item loaded/delivered”), depending on how detailed you go.

  • Cannot create or delete clients, or change categories or organisation settings.

Mapping roles to functions

Think in terms of feature access:

• Admin function on main screen

  • Visible to Super Admin and Admin

  • Hidden for: Village Specialist, Mover, Client.

• Admin section includes:

  • User management (create/invite/edit users, change roles within organisation).

  • Category management (item categories, collection categories, etc.).

  • Organisation-level settings (villages, templates, etc.).

  • Logs/audit views (optional).

• Client management screens

  • Visible to: Admin, Village Specialist and Mover with limited operations.

  • Abilities:

    • Admin & Village Specialist: create new clients, edit client details, manage key information, view full history.

    • Mover: view assigned clients, update operational statuses; no creation/deletion.

• Self-service / portal views

  • Visible to clients.

  • Only ever see their own client record and related data.