Miscellaneous
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      1. goUrban Knowledge Base
      2. Miscellaneous

      Roles and permissions

      It is possible to assign different roles to certain users. Each role has a set of permissions that allow users to view and perform certain actions. It is possible (on request) to create custom roles.

      Dashboard

      Users

      Only users with the admin role can see all users at any time, whatever branch they are looking at.

      Users with accounting, marketing, or support role can only see users who have accepted the terms and conditions of the branch that they are browsing.

      Notifications

      Here you can also assign the notification options for the user. You can read more about notifications here: Notification channels

      Please note:

      For each user, you can assign one or more roles.

      1. Select the branch you want to apply the changes to
      2. Find the user you want to apply the changes to in the User page
      3. Click on the “ Show Permissions” under the “Actions”  button
      4. Select one or more roles

      Reminder: selecting the right branch is important. If you apply changes to a parent branch (ex: Austria), the user will have the roles for all children branches (ex: Vienna, Klagenfurt...). Also please note you can only unassign a role on a branch in which it was assigned. You can see the difference in the check mark next to the role. If it is blue you are on the right branch, if it is gray, the user has the assignment in a parent branch.

       

      Admin

      Fleet manager

      Service Agent

      Accounting

      Marketing

      Customer support

      Bookings

       

       

       

       

       

       

      Create booking

      Y

      Y

       

       

       

      Y

      View booking

      Y

      Y

       

      Y

      Y

      Y

      Update booking

      Y

      Y

       

       

       

      Y

      Pick up booking

      Y

      Y

       

       

       

      Y

      Booking utilization

      Y

      Y

       

       

       

       

      Issues

       

       

       

       

       

       

      Create issue

      Y

      Y

       

      Y

       

      Y

      View issue

      Y

      Y

      Y

      Y

       

      Y

      Update issue

      Y

      Y

       

      Y

       

      Y

      Invoice

      Y

      Y

       

      Y

       

       

      Promotions

       

       

       

       

       

       

      Read promotion

      Y

      Y

       

      Y

      Y

      Y

      Create promotion

      Y

       

       

       

      Y

       

      Update promotion

      Y

       

       

       

      Y

       

      Rentals

       

       

       

       

       

       

      Create rental

      Y

      Y

       

       

       

      Y

      Read rental

      Y

      Y

       

      Y

      Y

      Y

      Recalculate rental times

      Y

      Y

       

      Y

       

      Y

      Rental operation

      Y

      Y

       

       

       

      Y

      Add note

      Y

      Y

       

      Y

       

      Y

      Vehicles

       

       

       

       

       

       

      Create vehicle

      Y

      Y

       

       

       

       

      View vehicle

      Y

      Y

      Y

      Y

      Y

      Y

      Retire vehicle

      Y

      Y

       

       

       

       

      Add note

      Y

      Y

      Y

       

       

      Y

      Update vehicle

      Y

      Y

       

       

       

       

      Update vehicle branch

       

       

       

       

       

       

      Update vehicle address

       

       

      Y

       

       

      Y

      Update vehicle API ID

       

       

       

       

       

       

      Update vehicle code

       

       

       

       

       

       

      Update vehicle license plate

       

       

       

       

       

       

      Update vehicle inspection date

       

       

       

       

       

       

      Update vehicle position

       

       

      Y

       

       

      Y

      Update vehicle file

       

       

      Y

      Y

       

       

      Update vehicle service state

       

       

      Y

       

       

      Y

      Send command (all)

      Y

      Y

       

       

       

       

      Update status

       

       

      Y

       

       

      Y

      Open tailbox

       

       

      Y

       

       

      Y

      Locate

       

       

      Y

       

       

      Y

      Start

       

       

      Y

       

       

      Y

      Stop

       

       

      Y

       

       

      Y

      Alarm

       

       

      Y

       

       

      Y

      Open saddle

       

       

      Y

       

       

      Y

      Service app

      Y

      Y

      Y

       

       

       

      Manage vehicle tags

      Y

      Y

      Y

       

       

       

      Users

       

       

       

       

       

       

      Create user

      Y

       

       

       

       

       

      View user

      Y

       

       

      Y

      Y

      Y

      Delete user

      Y

       

       

       

       

       

      Add credit

      Y

       

       

      Y

       

      Y

      Add note

      Y

       

       

      Y

       

      Y

      Update user data

      Y

       

       

       

       

       

      Update user data

       

       

       

       

       

      Y

      Update block status

       

       

       

      Y

       

      Y

      Update license verification status

       

       

       

       

       

      Y

      Update manual verification status

       

       

       

       

       

      Y

      Update user file

       

       

       

      Y

       

      Y

      Update user properties

       

       

       

      Y

       

      Y

      Manage user tags

      Y

       

       

      Y

      Y

      Y

      Roles

       

       

       

       

       

       

      View roles

      Y

       

       

      Y

      Y

      Y

      Update roles

      Y

       

       

       

       

       

      Heatmaps

       

       

       

       

       

       

      View heatmaps

      Y

      Y

       

       

      Y

       

      Invoicing

       

       

       

       

       

       

      View invoice

      Y

       

       

      Y

       

      Y

      Payments

       

       

       

       

       

       

      View payment

      Y

       

       

      Y

       

       

      Retry payment

      Y

       

       

      Y

       

       

      Tasks

       

       

       

       

       

       

      View task

      Y

      Y

      Y

       

       

       

      Create task

      Y

      Y

       

       

       

       

      Update task

      Y

      Y

      Y

       

       

       

      Delete task

      Y

      Y

       

       

       

       

      Branches

       

       

       

       

       

       

      Create branch

      Y

       

       

       

       

       

      View branch

      Y

      Y

      Y

      Y

      Y

      Y

      Update branch

      Y

       

       

       

       

       

      Delete branch

      Y

       

       

       

       

       

      Add note

      Y

       

       

       

       

      		  

      Note: system roles cannot be edited, goUrban can only create new roles. If you wish for a new role to be created custom for you, please talk to your Account Manager or reach out to us using support@gourban.co
      This may be additionally charged, and you will need to share exactly what this new role needs to accomplish and see.