The access control settings allows you to determine what your user roles are allowed to manage in the system. Each category has different options that you can allow or deny access to each of your specific user roles.
Important Notes
– The Administrator user has full access to the system which you can’t change (Read more about Users)
– One User can be designated with multiple User Roles (Read more about User Roles)
Global Access Control
These settings are located under the User Management module in the settings, as shown below.
You can click which User Role you would like to manage the Access Control
Then click on each Category to expand and see the Sections and Actions of that category
You have 3 options to control the access of the user
Not Set – The general settings on this certain action will be applied
Allow – The user will have full access to this certain action
Deny – The user will have no access to this certain action
Car Rental
There are 12 sections in this category. These include Reservations, Payments, External Charges, Tour Operator Commissions (TO Commissions), Tour Operators, Refunds, Quotes, Dashboards, Vehicle replacement, Packages, Reports, and Contacts.
- Reservations – This is the section that handles the settings for the reservation process.
- Payments – This is the section that handles the settings for the payments.
- External Charges – This is the section that handles the settings for the external charges obtained from a vehicle.
- Tour Operator Commissions (TO Commissions) – This is the section that handles the settings for the Tour Operator and their commissions.
- Tour Operators – This is the section that handles the settings for the Tour Operators.
- Refunds – This is the section that handles the settings for customer refunds.
- Quotes – This is the section that handles the settings for the quotes made by the customer during the reservation process.
- Dashboards – This is the section that handles the settings for the dashboard.
- Vehicle Replacement – Can view the vehicle replacement list.
- Packages – This is the section that handles the settings for the packages module.
- Reports – Can view only his payments in the revenue per payment option.
- Contact – This is the section that handles the settings for the contact business rules.
Fleets
There are 4 sections in this category. These include Maintenance, Repair Orders, and Vehicles.
- Maintenance – This is the section that handles the settings for the maintenance of the vehicles.
- Repair Orders – This is the section that handles the settings for the repair orders of the vehicles.
- Vehicles – This is the section that handles the settings for the vehicles.
- Blocked Periods – This is the section that handles the settings for the blocked periods of your fleet.
Contacts
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.
- General – This is the section that handles the general settings for the contacts.
- Categories – This is the section that handles the settings for the categories.
Files
There is only 1 section in this category which is General.
- General – This is the section that handles the general settings for the file system.
Payment Gateways
There are 2 sections in this category. These include Credit Cards and transactions.
- Credit Cards – This is the section that handles the general settings for the credit cards for both payments and authorizations.
- Transactions – This is the section that handles the general settings for the transactions processed through the gateways.
Tasks
There are 2 sections in this category. These include General and All.
- General – This is the section that handles the general settings for the tasks.
- All – This is the section that handles the settings for tasks such as viewing, editing, and deleting all the task.
Forms
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 a fine form.
- General – This is the section that handles the general settings for the forms.
- Forms: Fines – This is the section that handles the settings for the fines form.
Notes
There are 2 sections in this category. These include General and Notes.
- General – This is the section that handles the general settings for the forms.
- Notes – This is the section that handles the settings for the notes.
Checklist
There is only 1 section in this category, which is general.
- General – This is the section that handles the general settings for the Checklist of the documents.
Calendar
There is only 1 section in this category, which is general.
- General – This is the section that handles the general settings for the calendar.
Miscellaneous
There are 8 sections in this category. These include Audit Logs, Dashboards, Trash Manager, Saved Searches, Reports, Comments and Support.
- Audit Logs – This is the section that handles the settings for the audit logs.
- Dashboards – This is the section that handles the settings for the dashboards.
- Trash Manager – This is the section that handles the settings for the trash manager.
- Imports -This is the section that handles the settings for the imports.
- Saved Searches – This is the section that handles the settings for the saved searches.
- Reports – This is the section that handles the settings for the reports generated.
- Comments – This is the section that handles the settings for the comments created.
- Support – This is the section that handles the settings for the support tickets.
General: Settings
There are 2 sections in this category. These include Settings and logs.
- General – This is the section that will control access to each of settings as general.
- Logs – This is the section that handles the settings for the logs.
Car Rental: Settings
There is only 1 section in this category, which is general.
- General – This is the section that will control the access to each of the modules of the car rental settings.
Fleet: Settings
There is only 1 section in this category, which is general.
- General – This is the section that will control the access to each of the modules of the fleet settings.
Access Control Per Branch
If you have more than one branch, you can control which user has access to a certain branch.
Step 1
Navigate to Settings > Car Rental > Car Rental > Settings tab > Extra Features section highlighted in dark blue in the picture below.
Step 2
Select “Yes” under the “Enable ACL per Company” highlighted in orange in the picture below.
Step 3
Firstly, set the global settings for your user roles in Settings > User Management > Access Control.
Step 4
Navigate to Settings > Fleet > Branches, and select the branch that you want to set up. Here you will notice that you have a tab per User Roles under the specific branch.
Step 5
Set up the rules per user role and application module on each branch using the settings per tab as show in the image below.
In reference to the example in step 3, in order to allow a user to view reservations for this specific branch you will now need to set the rule Can view all reservations to “Allow”. By doing this, the company branch rule will overwrite that which is in the global setting.
Access Control per Fleet Location
If you want to set up user access per location, you can do so too.
Navigate to Settings > Car Rental > Enable ACL per Location – shown below
Now you can proceed to Settings > under Fleets > Fleet Locations and click on the location you want to configure – you will see that there are now tabs per user displayed with limitation options
Skip Validations by Default
There are three validations activated in the system which are Customer, Credit Card and Date validations. This can be skipped only by admins but it can also be set up per user.
You can go to Users > Access Control > under Car Rental tab > choose the User to set up
Changes made on this page will automatically be saved.