7.4 Access Control

The access control page 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.

Please note that the administrator role has full access to the system which you can’t be changed. One important thing to take into account 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 has the permission to do so.

By default, certain users can skip validations. For example, Managers can skip needing a driver’s license when filling out the customer details in Step 4 if it is allowed. On another note, an Administrator will always be able to skip validations.

Where can I find this page?

This page is located under the User Management category in the settings, highlighted in dark blue in the picture below.

Access Control

 

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”.  For certain critical actions such as “Can book reservations on past” it already set to “Deny” and has to be explicitly set to “Allow”, whereas most cases it is already set to “Allow”, and will explicitly need to be set to “Deny”.

Car Rental

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.

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 the 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.

Packages

This is the section that handles the settings for the packages module.

 

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.

 

Fleets

There are 3 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.

 

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

This is the section that handles the settings for the forms that you create.

 

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.

 

Tasks

There are 2 sections in this category. These include General and Tasks.

General

This is the section that handles the general settings for the tasks.

Tasks

This is the section that handles the settings for the tasks such as viewing, editing and deleting the tasks.

 

Miscellaneous

There are 6 sections in this category. These include Audit Logs, Dashboards, Trash Manager, Saved Searches, Reports, and Comments.

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.

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.

 

Access control per Branch

If you have multiple company branches, you can set it so that your different company branches have different users settings.

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.

For example, let’s say that the User Role: User will only have access to reservations from company branch 1. To do so, set the global rule to “Deny” highlighted in orange in the picture below.

 

Step 4

Then navigate to the company branch 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.

 

Step 5

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 branch rule will overwrite that which is in the global setting.