Roles and permissions

Go to Settings → Roles & Permissions. Built-in roles include:

• Admin
• Consigned Owner: read-only access to their own vehicles and those vehicles’ rentals and reports
• Maintenance Tech

Create a role

Click Add Role, enter a Role Name and Description, then pick permissions from the tree. For each permission, choose its actions, for example Read or Modify.

Permissions cover each area of the app:

• Main areas: Dashboard, Inbox, Calendar, Reservations (including Approve Reservations), Quotes, Vehicles, Customers, Reviews, Work Orders, Rate Plans, Coupons, Expenses
• Settings: each settings page individually, from Business to Plan Details & Billing
• Reports: each report individually

Use Select All to start from full access and remove what isn’t needed.

If someone sees “Access Denied”

They don’t have permission for that page. Edit their role or give them another one. See Access Denied.