Introduction

Each rental business has a specific organization with different requirements regarding software access per employee / services / departments or even for third part service providers. Learn how the custom role settings restrict certain Wheelbase features for your employee.

Employee custom role FAQ

How do I setup a role?

Roles allow you to identify a set of rules which can be applied to an employee user. In the event that you would like to grant specific permissions to one of your employees, you would use this feature to create a role, and then assign it to that employee.

Navigate to Account settings
Select "Employees & Users"
Scroll down to "User roles"
Select "Create a new role"
Name the role
Select permissions you would like the user to have
Save

Once the role is created, you must assign the role to the user on the employee & users page by selecting the role from the user level drop down.

Why is it essential restricting access to certain functionalities?

Mainly for security reasons and to avoid overwhelming information for someone not familiar with your business. The main types of personalized roles are such as for accounting, cleaning or even for consigned vehicle owners. If you create a new role you can enable or disable a certain feature entirely or you can enable/disable users to create/ update / delete information.

How to start with a new type of custom role?

We always recommend to think first about the features that your users will require. Then go to your account settings under employee user and select the button "Create a new role"

What does the sections mean?

The administration section will allow users to access different tools such as Inbox, Add-ons, Rules, Premium services and even some of the Account settings. Remaining Account settings are available from the account section located at the bottom of the custom roles page.
The payment section is referring to the Payout preference menu and will allow users to update an existing bank account, connect another bank account
The reservation section will provide access for users to the Quotes and Reservations menu.
From the rental section, users are able to access the Vehicles menu.
The users section will provide access to the Customers menu and allow to create / update / delete informations for all your guest profiles.
The reporting section allows users to access different Reports such as the Transaction log or the Deposits.

Note

The calendar section will only appear for a custom role if you enable the reservation and rental sections at the same time.