Support Center

Creating New Users

Last Updated: Jun 02, 2017 08:20AM CDT
Do you have more than one employee that needs access to Rental Essentials? If so, it is recommended that each employee has a different login. By having different logins for your employees, you can now keep track of what changes on a transaction are done by which employee along with the date and time by clicking on the Transaction History link to the right within a transaction. If you only want your managers to be able to edit item information but not your counter person, or your sales representatives to only give quotes, you can now set each user to have specific roles. 
 
Before creating a username for each employee, each employee must have a unique email address. (*Note: The software goes by user emails. If an employee forgets their password and they click on the Forgot Password link on the login screen, they will be sent an email with a link to click on to reset their password. If you have more than one employee with the same address, the system will get confused and won’t know which user’s password to change.)
 
You can create a new user by going to Admin and choosing Employees from under People. From here, click + New Employee. You want to complete their first name, last name, email address, main phone number, username (we recommend the same as their email so it will be unique) and what role (refer to our User Role document to see what each role can accomplish) they will be acquiring.
 
 
 
Once you click Save, the employee/user will now receive an email with a link to click on. This link will allow them to set their password and will expire after 24 hours.

If the link expires, the user can always click Forgot Password from the login screen , enter their username, click Request Password Reset and receive another link to reset their password.
 


Need further assistance?  Click Here and one of our support team members will be glad to assist you.

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