“Admin” role

Users with the “Admin” role have full access to manage all equipment and settings in the account.

Next to making equipment reservations and check-outs, the user will have these rights:

  • Create / update / expire equipment
    The user will be able to create new items and kits on the account (until the limits for your subscription plan is reached). They have no restrictions in editing items, changing their location, updating their flags, changing their location or expiring equipment.
  • Making reservations and check-outs
    The user will be able to manage his / her own bookings and also have full control over the reservations and check-outs from other people too.
    With the Can ignore conflicts setting, the user will be able to create double bookings (e.g. overlapping reservations in the system), although this is usually not recommended.
    The user will always be able to set or clear booking Labels.
  • Managing account settings
    The user will be able to access and update all account settings, such as the account name, the date format displayed throughout the system. User will also be able to create / edit / delete settings lists like Locations, Categories, Categories, Fields, Flags, Labels, ...
  • Managing users
    The user will be able to invite other users to the account, and edit the role / permission settings of other users.

“User” role

Users with the “User” role have full access to equipment at all locations and make reservations and check-outs. They also have these rights and restrictions:

  • Managing contacts
    Users can create / update / archive contacts to whom equipment can be booked or checked out.
  • Managing reservations and check-outs
    Users can create / update / fulfill reservations and check-outs, even those created by other users of the software.
    With the Can ignore conflicts setting, the user will be able to create double bookings (e.g. overlapping reservations in the system), although this is usually not recommended.
    Optionally, you can choose to let people with the "User" role set and clear booking Labels.
  • Cannot manage equipment
    Users cannot create / update / expire equipment. They are also not allowed to change item flags or locations.
    Optionally, you can choose to let people with the "User" role set and clear Item Flags.
  • Cannot manage settings or users
    Users cannot change account settings, nor inviting or updating other users of the account

“Selfservice” role

Users with the “Selfservice” role have full access to equipment at all locations but will only be able to make reservations and check-outs in their own name. They also have these rights and restrictions:

  • Managing reservations for themselves (Optional)
    Users can create / update reservations for themselves only. They cannot see what other people have booked.
  • Let them handle check-outs for themselves (Optional)
    Users can check out equipment for themselves only. They cannot see what other people have checked out.
    Optionally, you can choose to let people with the "Selfservice" role see their own check-outs in read-only mode.
    When people with the "Selfservice" role have permissions to create reservations or check-outs, you can also use the Can ignore conflicts setting, the user will be able to create double bookings (e.g. overlapping reservations in the system), although this is usually not recommended.
    Optionally, you can choose to let people with the "Selfservice" role set and clear booking Labels.
  • Cannot manage equipment
    Users cannot create / update / expire equipment. They are also not allowed to change item flags or locations.
    Optionally, you can choose to let people with the "Selfservice" role set and clear Item Flags.
  • Cannot manage settings or users
    Users cannot change account settings, nor inviting or updating other users of the account.
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