Permission

What it controls

Orders and dispatch

Gives access to the Orders section (Orders, Create Order, Create Missed Rental, Create Quote) and the Dispatch calendar. Users can view, create, and edit orders, quotes, and missed rentals, and schedule deliveries and pickups. Also required to see orders on the Dashboard.

Edit order pricing

Lets users change rental rates, prices, discounts, and fees on an order, both when creating it and when editing it later. Also lets them add custom products to orders and add line items to invoices on orders and work orders. Without it, pricing on orders is view only.

Override credit limits

When an order or work order would put a customer over their credit limit, users with this permission can optionally override the warning and continue. Also lets them edit a customer's credit limit on their account. Only applies when Enable Renter Credit Limits is turned on in Settings › General Settings › Options.

Add buffer period

Adds Add Buffer Period to the overflow menu in an order's Contract Details section. Users can add extra time around individual products on an order, so they're ready for the next order.

Discount coupons

Gives access to Customizations › Discount Coupons. Users can create, edit, and delete discount codes that can be applied to individual products or entire orders.

Cancel reasons

Gives access to Customizations › Cancel Reasons. Users can create, edit, and delete the reasons available when canceling an order. Users without this permission can still choose a reason when they cancel.

Permission

What it controls

Customers

Gives access to the Customers section (Manage Customers, Customer Reviews, Representative Roles, On Account Requests, and Global Customer Discounts). Users can add and edit customer accounts and manage reviews, representatives, on account requests, and global customer discounts. Also required to select a customer on orders, quotes, missed rentals, credit memos, and work orders, so users without it can't create any of these.

Permission

What it controls

Products and inventory

Gives access to the Inventory tabs for Products, Product Units, Parts, Services, Live Tracking, and Transfers. Users can create, edit, and delete products, parts, and services, manage their pricing and availability, manage individual units, move equipment between locations, and track equipment. Also required to start and complete inspection checklists on orders.

Categories

Gives access to Inventory › Categories. Users can create, edit, and delete the categories used to organize products, parts, and services, including how products are grouped on your storefront.

Inventory calendar

Gives access to Inventory › Inventory Calendar, a timeline of product availability and bookings. Users can check when equipment is available before booking it.

Product fees

Gives access to Settings › Product Fees. Users can create, edit, and delete fees, such as labor or restocking fees, that can be added to specific products on an order.

Product options

Gives access to Settings › Product Options. Users can set up options such as size or color that customers choose when ordering from the storefront.

Filters

Gives access to Settings › Filters. Users can set up the filters customers use to narrow down products on your storefront.

Permission

What it controls

Purchase orders and vendors

Gives access to the Expenses section (Purchase Orders and Manage Vendors). Users can create and manage purchase orders, and add and edit vendors. Also required to choose a vendor when adding a re-rent product to an order.

Approve purchase orders

Adds the Approve button to requested purchase orders, so users can approve them. Users also need Purchase orders and vendors to see purchase orders.

Permission

What it controls

Work orders

Gives access to the Service & Repair section (Work Orders and Scheduled Services). Users can create and manage work orders for customer and internal equipment, and set up scheduled services.

Permission

What it controls

Manage locations

Gives access to Settings › Locations. Users can edit locations, including their details, store hours, and settings.

Location fees

Gives access to Settings › Location Fees. Users can create, edit, and delete fees that apply to orders at a specific location.

Permission

What it controls

Accounting

Gives access to the Accounting tabs, including Chart of Accounts, Accounting Settings, Accounting Periods, Daily Payment Totals, Tax Exempt, Payments, Stripe Payments, Payouts, Payout Reconciliation, and Payment Methods. Users can review payments, payouts, and daily totals, and manage your chart of accounts, accounting settings, and accounting periods.

Collect payments and issue refunds

Lets users take payments and give refunds on orders, work orders, and customer accounts, including the payment step when approving an order, putting it on rent, taking it off rent, or upcharging it. Also lets them charge, release, or refund security deposits.

Collectibles

Gives access to Accounting › Collectibles. Users can view outstanding customer balances, upcoming and past-due payments, and statements. Also required to edit or delete line items on invoices, including order and work order invoices.

Payment setup

Gives access to Settings › Stripe Setup, Card Readers, and Bank. Users can manage your Stripe account, set up card readers, and choose the bank account payouts go to.

QuickBooks Online

Gives access to Accounting › QuickBooks Online. Users can connect QuickBooks Online and manage the integration.

Permission

What it controls

Theme settings

Gives access to Settings › Theme Settings. Users can change your storefront's colors, such as the header, footer, and buttons.

Web navigations

Gives access to Customizations › Web Navigations. Users can edit the menus in your storefront's header and footer, including links to other pages.

Content pages

Gives access to Customizations › Content Pages. Users can create, edit, and delete standalone storefront pages, such as About Us, Rental Policies, or Terms.

Content blocks

Gives access to Customizations › Content Block. Users can edit the content on your storefront's pre-built Contact Us and Review Us pages.

Social platforms

Gives access to Customizations › Social Platforms. Users can add and edit the social media links in your storefront's footer.

Custom agree types

Gives access to Customizations › Custom Agree Types. Users can create and edit the agreements customers must accept at checkout before placing an order.

FAQs

Gives access to Customizations › FAQ Management. Users can create, edit, and delete the questions and answers on your storefront's FAQ page.

FAQ categories

Gives access to Customizations › FAQ Category Management. Users can create, edit, and delete the categories your FAQs are grouped into.

Label text

Gives access to Customizations › Labels Text. Users can change the text labels customers see on your storefront, such as during checkout.

Delivery locations

Gives access to Customizations › Delivery Location. Users can manage the list of delivery addresses customers can choose from at checkout. Only available when the Delivery Locations feature is enabled.

Permission

What it controls

View reports

Gives access to the Reports section. Users can view reports on transactions, revenue, products, renters, missed rentals, and more.

Permission

What it controls

General settings

Gives access to Settings › General Settings and Inspection Workflows. Users can change the company-wide settings that control how Quipli works for your business, and set up inspection workflows.

Email customizations

Gives access to Settings › Email Customizations. Users can edit or turn off the automated emails sent to customers and admin users.

Permission

What it controls

Manage admin users

Gives access to Admin Users at the bottom of the sidebar. Users can add, edit, and remove admin users, and set which permissions and locations each one has.