Adding Users and Restricting User Access – Dumpster Rental Systems

Dumpster Rental Systems provides default configurations for adding employees to your account. To add, edit, or remove employees from accessing the Control Panel, navigate to Admin > General Config > Users. Below are the default employee groups available for organization. Additionally, the access of these groups can be customized or new custom groups can be created.

Usernames are unique to every folder. There are no default password requirements except passwords must be a minimum of 3 characters, but ERS suggests using strong passwords with uppercase letters, lowercase letters, numbers, and/or symbols for account security. All other user information is optional for added functionality.

There are five default groups created by Event Rental Systems to help you control access to your account:

Administrator - Full system access.
Manager - Managers have full access to Admin with the exception of editing Administrators, editing rules, or adjustments including the tax rate. They have full report access to see all financial information.
Employee - Able to create orders, see customer information, and schedule deliveries. Unable to edit system settings or see reporting. Employees, when ordering through the Control Panel, cannot use the general discount fields or apply pricing changes.
Driver - All areas restricted except for access to the Home page, Dispatch, Delivery, and Help.

User Groups and Access Levels

Here is some information that will help to clarify some of the available functions that pre-defined User groups include:

A Manager is a level "8", which gives them almost total administrative privileges. The only thing that a Manager cannot do is change price rules, availability rules, adjustments (including tax), etc. They have access to reports and can see financial information.

An Employee is a level "4", which gives them the ability to schedule, print routes, and search for customers. Please note that a basic employee at level "4" does not have permission to change pricing, add fees, etc. Access to change pricing and fees begins at level "5".

A Driver is a level "1" and has access to routing and can do some basic scheduling functions, including searching for orders and canceling them. They do not have the permission to make changes to pricing within orders but they can add items, delete items, etc.

Below is a break-down/legend for you to keep on hand to help know your user access levels. Higher levels contain all the functionality of the lower access levels.

MANAGER (Level 8):

Can do anything an "Admin" can do with the exception of not having access to rules or adjustments (including the tax rate).
There is no access to product sharing.
They do have access to "Reports" and can see all financial information.
Can perform a Void/Refund.

*****************************************************************************

EMPLOYEE (Level 4):

Can view, edit, cancel or book an order.
Can edit prices.
No "Admin" button.
No access to "Reports".
No Void/Refund capability.
Can do Routing.

*****************************************************************************

DRIVER (Level 1):

Can view, edit, cancel or book an order.
Can do Routing.
Cannot edit prices in any way.
"Admin" button is not available.
"Reports" button is not available.

Additional numeric levels are available to differentiate between employees. Lower levels cannot see or modify higher levels, if they have access to the Admin > General Config > Users area.

Restricting Access

Groups are available to be edited for custom access to various areas of the Control Panel. The following areas and sections can be restricted:

Admin
- System
- General Config
- Order Config
- Documents
- Products
- Rules
- Website
Dispatch
Customers
Delivery
Reports

To edit User Groups, click "Edit" groups next to the dropdown box. Select the group to edit and enter the restricted sections separated by commas in the "Disallow" box:

Related articles