ROLE_EMPLOYEE

Basic employee access role with limited system functionality.

ROLE_CHECK_AUTH

Allows verification of user credentials and authorization.

ROLE_COUNTERSIGN_EDIT

Allows editing of countersignatures on documents.

ROLE_COUNTERSIGN_VIEW

Allows viewing of countersignatures on documents.

ROLE_GLOBAL_API

Allows access to the system's global APIs for integration purposes.

ROLE_UNDO_PERMISSION

Allows reverting or undoing previous operations in the system.

ROLE_USER

Basic user access to the system. Foundation for all other roles.

ROLE_MAINTENANCE

Role for maintenance staff that can be assigned to employee users. Provides access to maintain inventory and equipment.

ROLE_EMPLOYEE

Basic employee access role with limited system functionality.

ROLE_SAVE_MAINTENANCE

Allows creating and updating equipment maintenance records.

ROLE_SAVE_STOCK

Allows modifying inventory stock levels and locations.

ROLE_REPORTING

Role that can be assigned to employee users for accessing and generating reports.

ROLE_EMPLOYEE

Basic employee access role with limited system functionality.

ROLE_VIEW_REPORT

Allows accessing and viewing system reports.

ROLE_QUOTER

Role that can be assigned to employee users for creating and managing quotes.

ROLE_EMPLOYEE

Basic employee access role with limited system functionality.

ROLE_PRINT_CONTRACT

Allows printing of rental contracts and agreements.

ROLE_SAVE_CUSTOMER

Allows creating and modifying customer records.

ROLE_SAVE_PAYMENT

Allows processing and recording payments.

ROLE_SAVE_TRANSACTION

Allows creating and modifying general transactions.

ROLE_VIEW_CUSTOMER

Allows viewing customer records and information.

ROLE_VIEW_ITEM

Allows viewing inventory items and their details.

ROLE_VIEW_PAYMENT

Allows viewing payment records and history.

ROLE_VIEW_PRICE_BREAKDOWN

Allows viewing detailed price breakdowns for transactions.

ROLE_VIEW_TRANSACTION

Allows viewing transaction details and history.

ROLE_RESTRICTED_COUNTER

Limited counter staff role that can be assigned to employee users with reduced permissions.

ROLE_CANCEL_TRANSACTION

Allows cancellation of existing transactions.

ROLE_CONVERT_TRANSACTION_TO_ORDER

Allows converting transactions into orders.

ROLE_CONVERT_TRANSACTION_TO_QUOTE

Allows converting transactions into quotes.

ROLE_CONVERT_TRANSACTION_TO_RECEIVED

Allows converting transactions to received status when items are returned.

ROLE_CONVERT_TRANSACTION_TO_RESERVATION

Allows converting transactions into reservations.

ROLE_EDIT_DELIVERY

Allows modifying delivery information and options.

ROLE_EMPLOYEE

Basic employee access role with limited system functionality.

ROLE_INHERITABLE_RESTRICTED_COUNTER

Core set of restricted counter permissions that can be inherited by other roles.

ROLE_INVOICE

Allows creating and viewing invoices.

ROLE_MAINTENANCE

Role for maintenance staff that can be assigned to employee users. Provides access to maintain inventory and equipment.

ROLE_PRINT_CONTRACT

Allows printing of rental contracts and agreements.

ROLE_REFUSE_TRANSACTION_DAMAGE_WAIVER

Allows removal of damage waiver from transactions.

ROLE_SAVE_CUSTOMER

Allows creating and modifying customer records.

ROLE_SAVE_ESIG

Allows capturing and storing electronic signatures.

ROLE_SAVE_INVOICE

Allows creating and modifying invoices.

ROLE_SAVE_MAINTENANCE

Allows creating and updating equipment maintenance records.

ROLE_SAVE_ORDER_TRANSACTION

Allows creating and modifying order transactions.

ROLE_SAVE_RESERVATION_TRANSACTION

Allows creating and modifying reservations.

ROLE_SAVE_STATEMENT

Allows creating and modifying financial statements.

ROLE_SAVE_STOCK

Allows modifying inventory stock levels and locations.

ROLE_SAVE_TRANSACTION

Allows creating and modifying general transactions.

ROLE_SEND_EMAIL

Allows sending emails from the system.

ROLE_SPLIT_TRANSACTION

Allows splitting a transaction into multiple separate transactions.

ROLE_STATEMENT

Allows viewing and working with financial statements.

ROLE_UPLOAD_DOCUMENT

Allows uploading documents to the system.

ROLE_VIEW_CUSTOMER

Allows viewing customer records and information.

ROLE_VIEW_ESIG

Allows viewing electronic signatures on documents.

ROLE_VIEW_ITEM

Allows viewing inventory items and their details.

ROLE_VIEW_TRANSACTION

Allows viewing transaction details and history.

ROLE_VIEW_TRANSACTION_DOCUMENT

Allows viewing documents attached to transactions.

ROLE_COUNTER

Front-line staff role with access to process transactions, assist customers, and manage day-to-day rental operations.

ROLE_ALLOW_SKIP_SUBSTATUS

Allows bypassing required transaction substatus steps in workflows.

ROLE_ASSIGN_MEMBERSHIP

Allows assigning membership programs to customers.

ROLE_CANCEL_TRANSACTION

Allows cancellation of existing transactions.

ROLE_CONVERT_TRANSACTION_TO_ORDER

Allows converting transactions into orders.

ROLE_CONVERT_TRANSACTION_TO_QUOTE

Allows converting transactions into quotes.

ROLE_CONVERT_TRANSACTION_TO_RECEIVED

Allows converting transactions to received status when items are returned.

ROLE_CONVERT_TRANSACTION_TO_RESERVATION

Allows converting transactions into reservations.

ROLE_CROSS_STORE_RECEIVE

Allows receiving rental items for other store locations.

ROLE_CROSS_STORE_SENDOUT

Allows sending out rental items from other store locations.

ROLE_DELETE_LINE_ITEM

Allows removal of line items from transactions.

ROLE_EDIT_DELIVERY

Allows modifying delivery information and options.

ROLE_EDIT_DISCOUNTABLE_LINE_ITEM_RATES

Allows modifying rates for line items that can receive discounts.

ROLE_EDIT_RENTAL_DISCOUNT

Allows applying discounts specifically to rental items.

ROLE_EDIT_SALE_DISCOUNT

Allows applying discounts specifically to sale items.

ROLE_EDIT_TRANSACTION_DISCOUNT

Allows applying discounts to entire transactions.

ROLE_INHERITABLE_RESTRICTED_COUNTER

Core set of restricted counter permissions that can be inherited by other roles.

ROLE_INVOICE

Allows creating and viewing invoices.

ROLE_QUOTER

Role that can be assigned to employee users for creating and managing quotes.

ROLE_REFUSE_TRANSACTION_DAMAGE_WAIVER

Allows removal of damage waiver from transactions.

ROLE_SAVE_ESIG

Allows capturing and storing electronic signatures.

ROLE_SAVE_INVOICE

Allows creating and modifying invoices.

ROLE_SAVE_LINE_ITEM_ARBITRARY

Allows adding custom line items to transactions.

ROLE_SAVE_MAINTENANCE

Allows creating and updating equipment maintenance records.

ROLE_SAVE_ORDER_TRANSACTION

Allows creating and modifying order transactions.

ROLE_SAVE_RESERVATION_TRANSACTION

Allows creating and modifying reservations.

ROLE_SAVE_STATEMENT

Allows creating and modifying financial statements.

ROLE_SAVE_STOCK

Allows modifying inventory stock levels and locations.

ROLE_SAVE_TRANSACTION_DOCUMENT

Allows attaching and managing documents on transactions.

ROLE_SEND_EMAIL

Allows sending emails from the system.

ROLE_SET_LINE_DUETIME

Allows setting specific due times for individual line items.

ROLE_SHARE_FILTERS

Share saved grid filter presets with other users.

ROLE_SPLIT_TRANSACTION

Allows splitting a transaction into multiple separate transactions.

ROLE_STATEMENT

Allows viewing and working with financial statements.

ROLE_UPLOAD_DOCUMENT

Allows uploading documents to the system.

ROLE_USE_PAST_CONDITION_PHOTOS

Allows reusing previously taken equipment condition photos for new transactions.

ROLE_VIEW_CREDIT_CARD_TRANSACTION

Allows viewing details of credit card transactions.

ROLE_VIEW_EMPLOYEE

Allows viewing employee records and information.

ROLE_VIEW_ESIG

Allows viewing electronic signatures on documents.

ROLE_VIEW_TRANSACTION_DOCUMENT

Allows viewing documents attached to transactions.

ROLE_SUPERVISOR

Supervisory role that can be assigned to employee users with enhanced privileges over counter staff.

ROLE_COUNTER

Front-line staff role with access to process transactions, assist customers, and manage day-to-day rental operations.

ROLE_EDIT_LINE_ITEM_DISCOUNT

Allows applying discounts to individual line items.

ROLE_EDIT_LINE_ITEM_RATE_SCALE

Allows modification of rate scales for rental items.

ROLE_EDIT_TRANSACTION_TAX_RATE

Allows modification of tax rates applied to transactions.

ROLE_MAINTENANCE

Role for maintenance staff that can be assigned to employee users. Provides access to maintain inventory and equipment.

ROLE_OPEN_CLOSED_TRANSACTION

Allows reopening transactions that have been closed.

ROLE_SAVE_ITEM

Allows creating and modifying inventory items.

ROLE_SAVE_ITEM_UNAVAILABILITY

Allows setting periods when inventory items are unavailable for rental.

ROLE_SAVE_RECEIVED_TRANSACTION

Allows processing and recording item returns.

ROLE_SKIP_PARTIAL_PAYMENT

Allows bypassing partial payment requirements for transactions.

ROLE_UPLOAD_CONDITION_PHOTOS_LATE

Allows uploading equipment condition photos after the initial transaction has been processed.

ROLE_VIEW_DASHBOARD_REPORT

Allows access to dashboard reporting tools and visualizations.

ROLE_VIEW_ITEM_CUSTOM_PRICE

Allows viewing special custom pricing for inventory items.

ROLE_VIEW_ITEM_DOCUMENTS

Allows viewing the supporting documents tab in the item edit interface.

ROLE_VIEW_ITEM_GROUPINGS

Allows viewing the kit stock/groupings tab in the item edit interface.

ROLE_VIEW_ITEM_HISTORY

Allows viewing the item history tab in the item edit interface.

ROLE_VIEW_ITEM_INSTANCES

Allows viewing the stock tab in the item edit interface.

ROLE_VIEW_ITEM_INVENTORY_LOG

Allows viewing the inventory log tab in the item edit interface.

ROLE_VIEW_ITEM_PRICING

Allows viewing the pricing tab in the item edit interface.

ROLE_VIEW_ITEM_READ_ONLY

Allows viewing the item edit interface in read-only mode without the ability to make changes.

ROLE_VIEW_ITEM_SCHEDULED_MAINTENANCE

Allows viewing the scheduled maintenance tab in the item edit interface.

ROLE_VIEW_ITEM_SEO

View the SEO tab of an item record.

ROLE_VIEW_ITEM_SPECIFICATIONS

Allows viewing the specifications tab in the item edit interface.

ROLE_VIEW_ITEM_SUGGESTED_ITEMS

Allows viewing the suggested/related items tab in the item edit interface.

ROLE_VIEW_ITEM_TRACKING

Allows viewing the tracking tab in the item edit interface.

ROLE_VIEW_ITEM_VARIANTS

Allows viewing the variants tab in the item edit interface.

ROLE_MANAGER

Management role that can be assigned to employee users. Provides extended access to reporting, registers, and advanced transaction options.

ROLE_AllOW_LOAD_TO_LOCKERS

Allows assigning rental items to self-service pickup lockers.

ROLE_DELETE_STOCK

Allows permanent removal of inventory stock items from the system.

ROLE_DELETE_VARIANT

Allows removal of product variants from the inventory system.

ROLE_EDIT_ITEM_CUSTOM_PRICE

Allows creating and modifying special custom pricing for inventory items.

ROLE_EDIT_RATE_SCALE_PERCENT

Allows modifying percentage-based rate scales for rental items.

ROLE_EDIT_TRANSACTION_DAMAGE_WAIVER

Allows modification of damage waiver options on transactions.

ROLE_INVENTORY_CALENDAR

Allows viewing and managing the inventory availability calendar.

ROLE_SAVE_DELIVERY_VEHICLE

Allows creating and managing delivery vehicle records.

ROLE_SAVE_REGISTER

Allows managing cash registers and performing register operations.

ROLE_SUPERVISOR

Supervisory role that can be assigned to employee users with enhanced privileges over counter staff.

ROLE_VENDOR_MANAGEMENT

Allows creating, editing, and managing vendor relationships and information.

ROLE_VIEW_REGISTER

Allows viewing register records and cash drawer information.

ROLE_VIEW_REPORT

Allows accessing and viewing system reports.

ROLE_VIEW_TRANSACTION_HISTORY

Allows viewing detailed transaction history and audit trails.

ROLE_ADMIN

Full administrative access to all system features including company configuration, employee management, and advanced financial operations.

ROLE_ADV_SHARE_FILTERS

Advanced filter-preset sharing — manage sharing of saved grid filters across users and roles (superset of Share Filters).

ROLE_ASSIGN_COMMISSION

Allows assigning sales commissions to employees on transactions.

ROLE_ASSIGN_SALESPERSON

Allows designating the salesperson responsible for a transaction.

ROLE_CAN_BYPASS_DURATION_LIMITS

Allows setting rental durations beyond the normally permitted limits.

ROLE_CAN_OVERBOOK

Allows booking items even when inventory shows as unavailable.

ROLE_CHOOSE_STORE

Allows selecting between different store locations in a multi-store environment.

ROLE_CLOSE_UNPAID_TRANSACTION

Allows closing transactions even when payment has not been collected.

ROLE_CONVERT_TRANSACTION_TO_CLOSED

Allows manually converting transactions to closed status.

ROLE_COPY_CLOSED_TRANSACTION

Allows creating new transactions based on closed transactions.

ROLE_CUSTOMTRANSLATION_EDIT

Allows editing of custom text translations within the system.

ROLE_DELETE_MULTISTORE_INVENTORY

Allows removal of inventory items across multiple store locations.

ROLE_EDIT_BILLING

Allows editing of billing information and payment methods.

ROLE_EDIT_METERS_LATER

Allows modifying equipment meter readings after the initial transaction has been processed.

ROLE_EDIT_NONDISCOUNTABLE_LINE_ITEM_RATES

Allows modifying rates for line items that cannot receive discounts.

ROLE_EMPLOYEE_EMAIL_VERIFY

Allows verification of employee email addresses for system access.

ROLE_EXPORT

Access and manage data-export jobs (view status, download results, delete exports).

ROLE_GDD_RANGE

Allows setting up and managing global delivery date ranges.

ROLE_MANAGER

Management role that can be assigned to employee users. Provides extended access to reporting, registers, and advanced transaction options.

ROLE_POS

Allows access to point-of-sale functionality.

ROLE_REFUND_RECEIVED_ITEMS

Allows processing refunds for returned rental items.

ROLE_REMOVE_INVOICE

Allows deletion of invoices from the system.

ROLE_REMOVE_STATEMENT

Allows deletion of financial statements from the system.

ROLE_SAVE_BIN_MANAGEMENT

Allows creating and modifying bin and storage location management.

ROLE_SAVE_CLOSED_TRANSACTION

Allows modifying transactions that have been closed.

ROLE_SAVE_COMPANY_CONFIG

Allows modifying company-wide configuration settings.

ROLE_SAVE_EMPLOYEE

Allows creating and modifying employee records.

ROLE_SAVE_FLEET_STOCK

Allows saving edits to fleet stock belonging to other store locations.

ROLE_SAVE_MEMBERSHIP

Allows creating and modifying membership program details.

ROLE_SET_LINE_SOURCE_COMPANY

Allows specifying the source company for individual line items in multi-company environments.

ROLE_VIEW_ALL_PURCHASE_ORDERS

Allows viewing of all purchase orders across the system.

ROLE_VIEW_BILLING

Allows viewing billing information and payment methods.

ROLE_VIEW_BIN_MANAGEMENT

Allows viewing the bin and storage location management system.

ROLE_VIEW_FLEET_STOCK

Allows viewing the Fleet Stock Management page.

Customer

Access Customer Storefront

Make Payment*

Cancel Transactions**

Edit Transactions**