Rental users and roles
Invite your team to Rental and give each person a role - Admin, Manager, Staff or Viewer - or a custom role, with the audit log on Business.
Invite someone
In Settings > Users & Roles, click Invite, type their email and pick their role. They get an email to join; until they accept, the invitation shows as waiting. Everyone with a Rental role counts as a user for your plan, Viewers too. Customers never count.
The roles
| Role | Can |
|---|---|
| Admin | Everything: rentals, items, prices, money, settings, users and the plan. |
| Manager | Rentals, items and prices, pickups and returns, invoices, deposits and charges, reports. Not users or the plan. |
| Staff | Counter and warehouse work: quotes, rental orders, the schedule, customers, pickups and returns. Never changes prices or settings. |
| Viewer | Sees rentals, the schedule and reports. Changes nothing and never sees costs. |
Every save checks the person's role, so a hidden button can't be used another way.
Custom roles
On Professional and up, Settings > Users & Roles > Roles lets you make a role with exactly the rights you choose, by area: rental orders, pickup and return, items and prices, money, reports and settings.
Audit log
On Business, the Audit log shows who changed rental orders, pickups and returns, prices, deposits, charges and settings, and when.
Pausing users
If your plan has fewer users than you have, the users added first keep working and the others are paused: they can still sign in and look, but not change anything.