Displaying 1-10 of 26 results for:
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Support ArticleArticle Views402

Merging Item Records

Merging Item Records
Article Type: Configuration & security, Core security, Customer & inventory management, Inventory mangement, Security
Last Modified: Jun 13, 2025
Support ArticleArticle Views413

Merging Customer Records

Merging Customer Records
Article Type: Configuration & security, Core security, Customer & inventory management, Customer mangement, Security
Last Modified: Jun 13, 2025
Support ArticleArticle Views1010

Employee Email Setup

This article covers the employee email setup. It goes through email hierarchy logic, options for signatures, email methods (with SMTP preferred over the outdated MAPI), and detailed SMTP settings. Additionally, the article includes instructions for sending test emails to verify settings and troubleshooting tips for resolving common issues.
Article Type: Configuration & security, Core security, Security
Last Modified: Feb 5, 2025
Support ArticleArticle Views1276

Operators (Elite only)

This article will goes through all things Operators. It will show you how to open, create, and delete employee operator records. the process of setting up an operator in Elite. Employee Setup is essential for allowing employees to maneuver through Point of Rental.
Article Type: Browser configurations, Browser secuirty, Configuration & security, Configurations, Elite only, Features & functions, Security
Last Modified: Aug 26, 2024
Support ArticleArticle Views1709

Employee Setup (Expert Only)

Allow the user to set up employees in the Expert.
Article Type: Configuration & security, Core security, Security
Last Modified: Jun 27, 2024
Support ArticleArticle Views495

Security Groups

This article will explain how to create and remove both ‘Security’ and Security and Employee Groups and how related Operators can be managed in Rental Elite.
Article Type: Browser secuirty, Configuration & security, Security
Last Modified: Jun 27, 2024
Support ArticleArticle Views150

Elite | Customer Record

This article explain the security options for customer records within Elite.
Article Type: Browser secuirty, Configuration & security, Integrations, Salesforce, Security
Last Modified: May 3, 2024
Support ArticleArticle Views1076

System Security

System Security allows the user to define the security setting for its employees.
Article Type: Configuration & security, Configurations, Security
Last Modified: Apr 17, 2024
Support ArticleArticle Views29

International Addresses

This document covers the configuration and UI of International Addresses
Article Type: Browser configurations, Browser secuirty, Configuration & security, Configurations, Core configurations, Core security, Customer & inventory management, Customer mangement, Elite only, Security
Last Modified: Dec 8, 2023
Support ArticleArticle Views228

Creating and Assigning Certifications

This article explains how to add and assign certifications to employees in Expert and Elite.
Article Type: Configuration & security, Core security, Security
Last Modified: Jun 15, 2023

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