This access control page allows you to determine what your user roles handle the system. Each category has a few different sections which you can restrict and grant access to the specific user roles. The administrator has full access to the system in which you cannot change. One thing important to take note is that a user can be grouped into several roles. When this happens, the system will take the “Allow” permission as the priority. For example, user “A” has a role of “User” and “Manager” and in the “Manager” role, the permission to delete reservations is set to “Allow” whereas the “User” role is set to “Deny”. The outcome of this is that user “A” will be able to delete the reservation because the “Manager” role which he/she is in has the permission to do so.
By default, certain users can skip validations. For example, Managers can skip needing a drivers license when filling out the customer details in Step 4 if it is allowed. An Administrator will always be able to skip validations.
This page is located under the User Management category in the settings, highlighted in dark blue in the picture below.
You can change which user role you would like to manage by switching the tabs located on the top of the page, highlighted in orange in the picture below.
You can also expand the categories by clicking on the titles of each category, highlighted in orange below.
There are 3 types of permissions for the system, Not Set, Allow, and Deny. The default permission that the system uses is “Not Set”. What happens is that for certain critical actions such as “Can book reservations on past” it is as though it is set to “Deny” and has to be explicitly set to “Allow” whereas most cases it is already as though it is set to “Allow” and will be explicitly set to “Deny”.
There are 9 sections in this category. These include Reservations, Payments, External Charges, Tour Operator Commissions (TO Commissions), Tour Operators, Refunds, Quotes, Dashboards, and Packages.
This is the section that handles the settings for the reservation process.
This is the section that handles the settings for the payments.
This is the section that handles the settings for the external charges obtained from a vehicle.
This is the section that handles the settings for the Tour Operator and their commissions.
This is the section that handles the settings for the Tour Operators.
This is the section that handles the settings for the customer refunds.
This is the section that handles the settings for the quotes made by the customer during the reservation process.
This is the section that handles the settings for the dashboard.
This is the section that handles the settings for the packages module.
There are 2 sections in this category. These include General and Categories. The category section is determined by the contact categories you have created in the system. By default, the system creates the customer category.
This is the section that handles the general settings for the contacts.
This is the section that handles the settings for the categories.
There is only 1 section in this category which is General.
This is the section that handles the general settings for the file system.
There are 3 sections in this category. These include Maintenance, Repair Orders, and Vehicles.
This is the section that handles the settings for the maintenance of the vehicles.
This is the section that handles the settings for the repair orders of the vehicles.
This is the section that handles the settings for the vehicles.
There are 2 sections in this category. These include General and Forms. The Forms section is determined by the forms you have created in the system. By default, the system creates the fine form.
This is the section that handles the general settings for the forms.
This is the section that handles the settings for the forms that you create.
There are 2 sections in this category. These include General and Notes.
This is the section that handles the general settings for the forms.
This is the section that handles the settings for the notes.
There are 2 sections in this category. These include General and Tasks.
This is the section that handles the general settings for the tasks.
This is the section that handles the settings for the tasks such as viewing, editing and deleting the tasks.
There are 6 sections in this category. These include Audit Logs, Dashboards, Trash Manager, Saved Searches, Reports, and Comments.
This is the section that handles the settings for the audit logs.
This is the section that handles the settings for the dashboards.
This is the section that handles the settings for the trash manager.
This is the section that handles the settings for the saved searches.
This is the section that handles the settings for the reports generated.
This is the section that handles the settings for the comments created.
If you have multiple company brands, you can set it so that your different company brands have the different users settings.
Navigate to Settings > Car Rental > Car Rental > Settings tab > Extra Features section highlighted in dark blue in the picture below.
Select “Yes” under the “Enable ACL per Company” highlighted in orange in the picture below.
Firstly, set the global settings for your user roles in Settings > User Management > Access Control.
Then navigate to the company brand that you want to set the access for. Here you will notice extra tabs that have appeared which are highlighted in orange in the picture below. The number of tabs that appear depend on the number of user roles that you have. To learn more about user roles, click on this link here.
Using the same example as step 3, you will now need to set the rule to “Allow” highlighted in orange in the picture below. By doing this, the company brand rule will overwrite that which is in the global setting.
