As a company owner or project manager, you do not always want to share all financial information of a project, like purchase prices and margins, with your complete team.
Whether or not a crew member can see financial details in Rentman can be determined in the settings of the user role connected to this crew member.
Example: Your technical warehouse employee gets access to projects, so he can assist in making a technical list of equipment that should be included in a project. However, this employee does not require any financial insights into the margins that you're making on this project.
When in the user role is determined that this crew member does not need to have access to the financial data, the following information will be hidden:
- Financial charts on the Dashboard
Examples: revenue charts and open invoices - Financial fields in the Warehouse module
Examples: Rental price (alternative / additional equipment) - Financial fields in the Equipment module
Examples: Rental-/Sales price and Subrent -/purchase cost - Financial fields in the Contacts module
Examples: Invoices in the data card and payment tab - Financial fields in the Crew member module
Example: Rates - Financial fields in the Vehicles module
Examples; Daily costs and variable costs - Financial fields in the Time registration module
Examples; Financials field of activities - Financial fields in the Maintenance module
- Financial fields in the Subrental module
Example; equipment costs and additional costs - Financial fields and the financial tabs in the Project module
Examples; prices and margin in the equipment module, and the complete financial tab. - Financial fields in the Statistics modules
Deny or grant access to see financial details.
- Navigate to the Configuration module > User roles
- Click on Edit to open the relevant user role
- Scroll down to “Visibility Finances” and toggle to switch on/off.
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