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Pre-requisite: Please ask your single-sign on (SSO) Admin to follow these instructions (link) to configure Moveworks for your organization (link) and enable this application for you

My Moveworks is your one-stop portal to access all Moveworks applications. Here’s how you can get started with managing access to your Moveworks Products

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Roles and Permissions for Administrators

Moveworks provides Role-based Access Control (RBAC) capabilities for all Moveworks developed applications. As an administrator, learn to manage access to applications through the “Roles and Permissions” application in this section.

There are three types of access you can configure for each user and application:

• Admin: A role that can grant or revoke access to a specific licensed app for other users.
• Superadmin: A role that can grant or revoke access to all licensed apps for other users. They can also grant or revoke admin access to applications. Moveworks Superadmin has the same access as the bot, bypassing any underlying system/data/API access controls.
• User: A role that can access one app. They cannot add or remove access to these apps.

Additionally, some applications like Creator Studio have additional roles controlling access to analytics for that particular application.

You can access Roles and Permissions from your My Moveworks application through your single-sign on (SSO) app homepage or by logging into https://my.moveworks.com.

Don’t see Moveworks in your list of SSO applications? You might not be a superadmin or Moveworks app administrator. Request access from your organization's superadmin or Moveworks customer success.

Don’t see Moveworks in your list of SSO applications? Check that your SSO admin has enabled the application for you.

Can’t log into https://my.moveworks.com with your email? Ensure your SSO admin has granted access to your desired email address.

Can’t log into https://my.moveworks.com with your SSO admin? Ask your SSO admin to Contact support to validate your SSO configuration with Moveworks.

Standard Administrator and User Roles and Permissions

Add a Superadmin

1. Click on Roles and Permissions.

   

2. Click on Add User.

   

3. Search for your user by name or email. Check the Super Admin toggle, and click Save.

   

   Changes take effect in under 10 seconds, usually instantaneously.

Remove a Superadmin

Superadmin access cannot be revoked by other superadministrators inside an organization.

Please email [email protected], or contact your customer success team to revoke a superadmin. Feel free to use the following template:

Hello support,

I would like to revoke superadmin access to [email protected] in my organization.

I understand that only Moveworks and other superadmins in my organization can manage access to applications, and have read our RBAC documentation at https://help.moveworks.com/docs/moveworks-administration-tools-setup to understand the consequences of this action.

Thank you
Name

Add an Application Admin

1. Click on Roles and Permissions.

   

2. Click on Add User.

   

3. Search for your user by name or email. Check the application toggle you would like to grant administrative access to, and click Save.

   

   Changes take effect in under 10 seconds, usually instantaneously.

Remove an Application Admin

1. Click on Roles and Permissions.

   

2. Search for a user by name or email, and click on the pencil icon to edit permissions for that user.

   

3. Uncheck the application toggle you would like to grant administrative access to, and click Save.

   

   Changes take effect in under 10 seconds, usually instantaneously.

Add a User to an Application

1. Click on Roles and Permissions.

   

2. Click on Add User.

   

3. Search for your user by name or email. Check the application toggle you would like to grant user access to, and click Save.

   

   Changes take effect in under 10 seconds, usually instantaneously.

Remove a User from an Application

1. Click on Roles and Permissions.

   

2. Search for a user by name or email, and click on the pencil icon to edit permissions for that user.

   

3. Check the application toggle you would like to grant user access to, and click Save.

   

   Changes take effect in under 10 seconds, usually instantaneously.

Search for Permissions Assigned to User

You can search for users by name or email to quickly validate permissions for that users.

1. Click on the 🔍 Magnifying Glass icon on the right-hand side to search for a user by name or email.

   

2. As you type, the list of users filters down until you match the user you are looking for.

   

3. Review the permissions assigned to this user. If the permissions do not match, you can click on the pencil icon and edit permissions for that user.

   

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Frequently Asked Questions

1. Does Moveworks record audit trails of these roles and permissions changes?
   1. Moveworks stores internal logs of all role changes described in the previous section. You can reach out to Moveworks Customer Support or your Customer Success team for access to this information
2. Do you plan to make audit data available through My Moveworks?
   1. Yes, please upvote this community idea to help the Moveworks team prioritize this feature
3. How long is this data retained by Moveworks
   1. By default, audit logs of role changes are stored for a period of 2 weeks as part of our service logs.
   2. Please read our data retention deletion policy to learn more