Learn how to assign user roles, manage permissions, and understand access controls in Point of Rental Essentials to ensure your employees have appropriate access based on their responsibilities.
    

Topics included in this article

• Assign User Roles in Essentials
• Use Manage Employee Roles in Essentials (Enterprise Only)
       

Assign User Roles in Essentials 

Existing Employee

1. Go to People > Employees.
2. Click the blue pencil to edit a user and update their role (Admin, Supervisor, Counter).
   
   
   

New Employee

1. Click New Employee to create a new user.
2. Enter a username to unlock the Role field.
   

Use Manage Employee Roles in Essentials (Enterprise Only)

1. Go to People > Manage Employee Roles.
2. Use Basic Mode to create or edit a custom role.
3. Select a base role and adjust access using checkboxes and tooltips.
   
4. Exclude permissions as needed and name the role clearly.

More Information / FAQ

• Q: Why can’t I assign a role when creating a new user?
  A: The username must be entered first to enable the Role field.
      
• Q: Can users log in after 24 hours if the password reset wasn’t used?
  A: No. They’ll need a new reset link.
      
• Q: What’s the difference between standard roles and Manage Employee Roles?
  A: Standard roles are fixed. Manage Employee Roles allows detailed control via permission checkboxes.