Overview of Admin Permissions
Admin permissions allow users to have full control over enabling and disabling certain permissions by going to Admin Users > Permissions.
Overview of what each of them does:
Shop Management:
- Manage Shops: Enables/disables the “Settings” > “Locations” tab.
- When enabled, allows users to turn on store locations at the top of their e-commerce site.
- Theme Settings: Enables/disables the “Settings” > “Theme Settings” tab.
- When enabled, allows users to customize the colors of e-commerce site features like the header, footer, and buttons.
- Social Platforms Management: Enables/disables the “Customizations” > “Social Platforms” tab.
- When enabled, allows users to add social media icons to the bottom of their e-commerce site.
Product Management:
- Manage Products: Enables/disables the “Inventory” > “Products” and “Inventory” > “Product Units” tabs.
- When enabled, allows users to manage product availability, pricing, and its assigned category.
- Product Options: Enables/disables the “Settings” > “Product Options” and “Settings” > “Custom Product Builder” tabs.
- When enabled, allows users to customize the pricing of individual products.
- Product Categories: Enables/disables the “Inventory” > “Categories” tab.
- When enabled, allows users to assign products to specific or multiple categories on their e-commerce site.
- Product Attributes: Enables/disables the “Settings” > “Product Fees” tab.
- When enabled, allows users to add miscellaneous product fees (i.e. Labor Fees, Restock Fees, etc.).
Content Management:
- Content Block: Enables/disables the “Customizations” > “Content Block” tab.
- When enabled, allows users to add “Contact Us” and “Review Us” pages at the bottom of the e-commerce site.
- Content Pages: Enables/disables the “Customizations” > “Content Pages” tab.
- When enabled, allows users to customize their customer management pages at the bottom of their e-commerce site.
- FAQ Management: Enables/disables the “Customizations” > “FAQ Management” tab.
- When enabled, allows users to submit inquiries to a specific category to help users find quick solutions.
- FAQ Categories: Enables/disables the “Customizations” > “FAQ Categories” tab.
- When enabled, allows users to organize “Frequently Asked Questions” into categories.
- Manage Email Templates: Enables/disables the “Settings” > “Email Customizations” tab.
- When enabled, allows users to access “customer emails” and “admin users”, which are sent based on the user's actions.
- Custom Agree Types: Enables/disables the “Customizations” > “Custom Agree Types” tab.
- When enabled, allows users to set preferences for agreements displayed at the bottom of their e-commerce site and during checkout.
- Navigations: Enables/disables the “Customizations” > “Web Navigations” tab.
- When enabled, allows users to include external pages linked to different websites at the bottom of their e-commerce page.
- Filters: Enables/disables the “Settings” > “Filters” tab.
- When enabled, allows users to set up product filters for specific attributes and set a display order for how products appear on their e-commerce site.
Order Management:
- Customers/Users: Enables/disables the “Customers” tab.
- When enabled, allows users to manage and update customer information.
- Customer Order:
- Enables/Disables the following tabs underneath “Orders”: The (1) “Orders”, (2) “Create Order”, (3) “Create Missed Rental”, and (4) “Create Quote” tabs.
- Also enables/disables the “Dispatch” tab.
- When enabled, allows users to view customer purchases, including the products or services requested.
- Swipe Credit/Debit Payment Option
This permission controls whether the “Swipe Credit/Debit” option appears on the payment screen.
When enabled, Admins with this permission will see the “Swipe Credit/Debit” button during checkout and have the ability to select the appropriate Stripe Terminal for processing the payment.
Cancel Reasons: Enables/disables the “Customizations” > “Cancel Reasons” tab.
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- When enabled, allows users to provide specific explanations for canceling an order.
- Extend Call-Off Requests: Enables/disables the “Orders” > “Extension/Call-Off Requests” tab.
- When enabled, allows users to request additional time or adjustments for previously placed orders.
- Refund Upcharge Order:
- Enables/disables the ability to collect payment or mark an order as paid when clicked into an order. This includes both manually collecting payment / issuing refunds, or collecting payment as you Approve / On-Rent / Off-Rent / Return an order.
- When enabled, allows users to collect payments for additional charges applied to their original order.
- Enables/disables the ability to collect payment or mark an order as paid when clicked into an order. This includes both manually collecting payment / issuing refunds, or collecting payment as you Approve / On-Rent / Off-Rent / Return an order.
- Order Buffer Period: Enables/disables the ability to “Add Buffer Period” to a specific order by selecting specific order> contract details > select ellipses > “Add Buffer Period”
- When enabled, allows users to set additional time between order placements to ensure they’re ready for the next delivery/pickup.
- Collectibles: Enables/disables the “Accounting” > “Collectibles” tab.
- When enabled, allows users to view upcoming, completed, and past-due payments
- Credit Limited Adjustment: Enables/disables the ability to edit the “Credit limit” on a per-customer basis (“Customers” > “Manage Customers” > Select customer, this field is on the “General” tab).
- Note: This only applies if “Enable Renter Credit Limits:” is enabled in “Settings” > “General Settings” > “Options” tab.
- When enabled, allows users to restrict the renter's credit to a specified limit
Settings and Configurations:
- General Settings: Enables/disables the “Settings” > “General Settings” tab.
- When enabled, allows users to configure general preferences to customize how the software functions for different companies
- Currency Management: Enables/disables the following tabs underneath “Settings”: The (1) “Stripe Setup”, (2) “Card Readers” and (3) “Bank” tabs.
- When enabled, allows users to set up a bank account through Stripe
- QuickBooks Online: Enables/disables the “Accounting” > “Quickbooks Online Setup” tab.
- When enabled, allows users to access QBO to manage invoicing, expense tracking, payroll, and financial reporting
Inventory Management
- Inventory Calendar: Enables/disables the “Inventory” > “Inventory Calendar” tab.
- When enabled, allows users to check the availability of specific products within a certain time frame before completing checkout.
- Bulk Import/Export: Enables/disables the “Settings” > “Export/Import” tab.
- When enabled, allows users to upload or download large quantities of data in one process.
- Work Orders: Enables/disables the “Service & Repair” tab
- When enabled, allows users to place service orders for product maintenance, repairs, and more.
- Location Attributes: Enables/disables the “Settings” > “Location Fees” tab.
- When enabled, allows users to assign specific fees to certain locations.
- Cities Management
- When enabled, allows users to manage cities in the admin console.
- Countries Management
- When enabled, allows users to manage countries in the admin console.
- States Management
- When enabled, allows users to manage states in the admin console.
Shipping and Logistics
- Delivery Locations: Enables/disables the “Customizations” > “Delivery Locations” tab.
- When enabled, allows users to add additional addresses to the “delivery locations” delivery configurations.
- Note: This only applies if the "Delivery Locations" feature is enabled, which will override all current delivery configurations and should be used in specific cases..
Marketing and Promotions
- Discount Coupons: Enables/disables the “Customizations” > “Discount Coupons” tab.
- When enabled, allows users to apply custom discount codes to individual products or their entire order during checkout.
Reporting and Analytics
- Reports: Enables/disables the “Reports” tab.
- When enabled, allows users to access detailed data on customers, products, and revenue.
- Sales Stats & Revenue Reporting - Dashboard:
- When disabled, the "Reports" > "Revenue" page won't load, though the tab will still be visible and selectable.
- When enabled, allows users to access the revenue report for a specified time frame.
- When disabled, the "Reports" > "Revenue" page won't load, though the tab will still be visible and selectable.
Orders/Products List - Dashboard
- When enabled, allows users to access an overview of all orders and products.
Accounting
- Enables/disables the following tabs underneath “Accounting”: The (1) “General Ledger”, (2) “General Ledger Settings”, (3) “Daily Payment Totals”, (4) “Tax”, (5) “Tax Exempt”, (6) “Payments”, (7) “Stripe Payments”, (8) “Payouts”, (9) “Payout Reconciliation”, and (10) “Payment Method Configuration”.
- When enabled, allows users to navigate tabs to access accounting and tax information.
User Management
- Staff Members: Enables/disables the “Admin Users” tab.
- When enabled, allows users to add admin users with either full or limited control over the permission settings. Also, users can see other staff members under the sales commission report.
Locations
- Language Labels: Enables/disables the “Customizations” > “Labels Text” tab.
- When enabled, allows users to create custom text to be displayed during checkout.