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Custom Roles in Renterra

Learn how to create custom roles and edit user permissions in settings

Editing Existing Role Permissions

  1. Go to Settings → Team

  2. Click on the Permissions tab at the top

3. Click the three dots by the role you would like to update, then select edit

4. Scroll down and select the permissions you would like to add or remove by checking and unchecking the boxes

5. Save changes.

Note: The "Administrator" role is a protected role that must have all permissions enabled, so at least one person in your organization always has access. While this role's permissions can't be changed, you can change the name and description.

Creating a Custom Role

  1. Go to Settings → Team → Permissions

  2. Click the Add Role button at the top

3. Name your role then select a description and the permissions you want

4. Save changes

Deleting a Role

To delete a roll, click the three dots by the role and then delete. You will see a pop-up to confirm.

Note: A role can only be deleted if there are no members assigned to it.

Permission Types

Below are the permission types you can view in the drop down menus:

Customer:

  • Create Customer (add new + send link)

  • View Customer

  • View customer analytics

  • Edit customer accounting settings (discount, insurance, tax settings, payments, fees)

  • Edit customer/contact info (phone email, name, add contact, media, edit comm preferences, notes, job sites)

  • Remove contact verification

  • Manage rate sheets

  • Edit customer intake settings

  • Edit customer forms

  • Merge Customer

  • Impersonate Customer Portal

Inventory:

  • View Inventory

  • View Inventory analytics / accounting / rates / reports

  • Update Inventory Info (Notes, Name, Category, Line Item Notes, Stock, recommended items, convert to part, archive, assign checklists)

  • Create Transfer

  • Create Inventory

  • Update Billing/Account (prices, rates, slot overrides, ledger accounts, fees)

  • Manage Maintenance Schedules (Admin templates + Individual items maintenance)

Order:

  • View Orders (implies order history customer/inventory)

  • Modify Order/Quick Sale Billing Settings (discount, fees, edit billing, billing settings, update billing time checkbox to override org defaults )

  • Update Order (notes, line items, logistics, item swapping, dates)

  • Create Quick Sale

  • Create Quote

  • Create Reservation (Convert to Reservation)

  • Create Order - Other Locations

  • Cancel Actions

  • Close Order

  • Field Actions ("check in, check out, delivery, confirm delivery")

  • Field Action - Review Items

Invoices/ Statements & Payments:

  • View Invoice/Statement/Payment

  • Create Invoice (all the settings in dialog)

  • Take Payment (Deposit, Payment, Refunds, Send Links)

  • Void invoice

  • Mark as bad debt invoice

  • Edit Invoice (line items)

  • Edit Invoice (Period)

  • Edit Invoice (Sales Person)

  • Edit Invoice (everything else)

  • View Bills

  • Create/Update Bill

  • Cash drawer

  • Cash drawer history

Yard:

  • View Yard

Dispatch:

  • View Dispatch

  • Update Drivers

  • Assign / Schedule

Field:

  • Billing Updates

  • View Logistics (unassigned)

  • View Logistics (mine)

  • View Logistics (Other people)

Maintenance:

  • View Maintenance (Unassigned)

  • View Maintenance (Mine)

  • View Maintenance (Others)

  • Time Entry

  • Edit Maintenance (Notes, line items, media, customer)

  • Edit Billing (Time Entries, Discounts, Prices once set)

  • Edit Accounting (Ledger Accounts)

  • Close Work Order

  • Create Work order

  • View maintenance reports

  • Assign / Kanban maintenance staff

  • External Inventory

Purchase Orders:

  • View Purchase Orders

  • Create / Update PO

  • View Vendors

  • Manage Vendors

Accounting:

  • View Accounting (inc General Ledger + Ledger reports)

  • Manage Chart of Accounts (view + edit)

  • Manage Integrations (view + edit)

  • View Taxes

  • Run Ledger

  • Ledger Credit Memo

  • Edit Admin Options (COGS, Depreciation)

Admin:

  • Manage Features

  • Manage Team

  • Audit Log

  • Account/Brand/Locatio

  • Renterra Subscription Management

  • Manage Communication

  • Bulk Edit / Onboarding

  • Marketing

  • Rouse

  • Telematics

  • Manage Inbox

  • Manage Order Settings

  • Manage Fees/Taxes/Rates

  • Document Settings

General:

  • Bulk Edit

  • Send Communications

  • Inbox

  • Storefront

  • Update My Location

Explore More About Team Member and Notification Features in Renterra

Looking for additional help? Get support directly from the Renterra team! Chat with us directly or email us at [email protected].

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