Knowledge

This guide explains how to configure access permissions for users and roles in the Rental module. You can assign feature -level access to specific Roles or Staff members.

• Step 1. Go to Rental → Settings → Permissions
  
• Step 2. Select Add button
  
• Step 3. In the Add permissions popup, select Role or Staff name
  
  • Role: Choose the role to apply permissions to ( e.g., Admin, Technician, Salesperson).
  • Staff name: select an individual staff member if you want to assign permissions manually. You may assign permissions to either Role or Staff, or both. Staff-level permissions override Role-based ones
• Step 4. Configure Feature Access Each feature supports different types of access:
  • View ( Own):
    • For Orders, the assigned Sales Agent can only view orders assigned to them.
    • For Maintenance, the assigned Person In Charge can only view the tasks assigned to them.
  • View (Global): Allows viewing of all records, regardless of the creator or assignee.
  • Create: Allows the user to create new records. Special Note: Only employees who have permission to create maintenance are allowed to create invoices and expenses for that maintenance.
  • Edit: Allows the user to modify existing records.
  • Delete: Allows the user to delete records. Note: Only one of either View (Own) or View ( Global) should be selected per feature
• Step 5. After setting permissions for the selected role or staff member, click Save to apply the changes. The updated permissions take effect immediately.