Roles are assigned to users. They are used to specify which areas of OnRent your users can see. You can also specify whether or not they can create, edit, and delete records in those areas too. All users must have at least one role.
There will be 3 roles setup by default within a new subscription:
You can create your own or amend these to ensure your users have access to the correct areas.
To add or edit a Role go to System Setup > Roles.
You can select the existing roles to edit them or select Add Role to create a new one.
You will then be navigated to the role edit page, as below:
Each Role requires a Name as mandatory. You can add in a Description for further information and assign users at this point too.
Understanding the Role creation
You will then see a list of entities and Boolean toggle options below.
There are three groups in total: Workplace, System Setup, Actions and Options
Workplace - This refers to the Navigation Bar, what the user can see and do
System Setup - This is regarding system configuration and refers to bespoke setup and information
Actions - This refers to specific actions within OnRent the users can do within modules
Options - Generic settings which control which data a user can see
Understanding the settings
Create - This allows a user to create these types of object
Read - This allows users to see this type of object
Write - This means they can edit/change it
Delete - They can delete the object
Allow - This is in both Actions and Options, and refers to the user being 'allowed' to action the option e.g. Is Allowed to Export
Once you have finished simply click the Green Add Role Button
To assign to users you can either add them into the Role, in the Edit Page above, or assign the Role to the User in the user edit page.
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