|
|
Role for Self Storage |
Categories |
Permission |
Admin |
Manager |
Manager with invoice:markDraft |
Super Admin (Storeganise support) |
Setting control |
Access to Main setting page |
✕ |
✓ |
✓ |
✓ |
Receives all email notification from the system |
✓ |
✓ |
✓ |
✓ |
Can set site code / Hide in custom portal / Measurement under Advanced settings on each site |
✕ |
✓ |
✓ |
✓ |
Can change Automations under Advanced settings on each site |
✕ |
✓ |
✓ |
✓ |
Can set booking restrictions under Advanced settings on each site |
✕ |
✓ |
✓ |
✓ |
Can E-sign agreement are shown on customer app under Advanced Setting on each site |
✕ |
✓ |
✓ |
✓ |
Can set security system under Advanced settings on each site |
✕ |
✓ |
✓ |
✓ |
User control |
Add user |
✓ |
✓ |
✓ |
✓ |
Can give/remove other user "Admin role" |
✕ |
✓ |
✓ |
✓ |
Can give/remove other user "Manager role" |
|
✓ |
✓ |
✓ |
Can give / remove other user "invoice:markDraft" permission |
✕ |
✕ |
✕ |
✓ |
Disable user |
✓ |
✓ |
✓ |
✓ |
Delete user |
✕ |
✕ |
✕ |
✓ |
Invoicing control |
Delete invoice( set state to draft) |
✕ |
✕ |
✓ |
✓ |
Export invoice data |
✓ |
✓ |
✓ |
✓ |
Enable Auto billing triggers |
✕ |
✓ |
✓ |
✓ |
Can set invoice overdue age |
✕ |
✓ |
✓ |
✓ |
Can select Anniversary or Date of month mode |
✕ |
✓ |
✓ |
✓ |
Can set number days to create ahead |
✕ |
✕ |
✕ |
✓ |
Can set Sequential invoice IDs under Advanced settings on each site. |
✕ |
✓ |
✓ |
✓ |
Can set Late fees under Advanced settings on each site. |
✕ |
✓ |
✓ |
✓ |
Data control |
Can import/export sites |
✕ |
✓ |
✓ |
✓ |
Can add site individually |
✓ |
✓ |
✓ |
✓ |
Delete site |
✕ |
✓ |
✓ |
✓ |
Can import/export / update unit type in bulk |
only can export |
✓ |
✓ |
✓ |
Can add / update individually unit type |
✓ |
✓ |
✓ |
✓ |
Can import/export/update units in bulk |
only can export |
✓ |
✓ |
✓ |
Can add unit individually |
✓ |
✓ |
✓ |
✓ |
Can update unit features individually |
✕ |
✓ |
✓ |
✓ |
Can import/export Products (insurance plan / Merchandise) under each site |
only can export |
✓ |
✓ |
✓ |
Can add / update / delete Products (insurance plan / Merchandise) under each site |
✓ |
✓ |
✓ |
✓ |
Can import/update/remove Promotions on Main setting |
✕ |
✓ |
✓ |
✓ |
Can import/update/remove Pre-defined Charges on Main setting |
✕ |
✓ |
✓ |
✓ |
Set Accounting code / tax mode |
✕ |
✓ |
✓ |
✓ |
Reporting |
Access to Analytics tab |
✓ |
✓ |
✓ |
✓ |
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