System Administration
What’s in System Setup
85 articles
User and Role Management
Creating Users and managing their user permissions
- Restrict Inspections by User RoleAllow only certain roles to carry out certain inspections
- Restrict access to parts of the system using rolesUse System Setup > Roles & Role Membership to control which users can see, edit, create, and delete.
- How can I stop users from seeing everyone’s opportunities?Set up your system so that users can only see quotes and opportunities that they are working on.
- Add, remove, or manage usersView all of your users, add new accounts, and manage all of them in System Setup > Users.
System Customisation
Making CurrentRMS your own with further customisation of custom fields and Document layouts
- 🎞️ Set up document approvalEnable approval for quotations, rental agreements, delivery notes, and other opportunity documents.
- Add list of values and manage existing list optionsOnRent Events comes with a variety of system lists you can edit, and you can add your own.
- Sending Emails using your own DomainHow to set-up using your own emails servers to send Discussions via your domain
- Store additional data by creating custom fieldsCreate your own text boxes, tick boxes, date pickers, and other fields on a variety of screens to store information for your business.
- Add your logo and update your contact informationGo to Company Information, Users, and Stores in System Setup to add all of your company contact information.
- Change a variety of company options in System PreferencesAdjust the variety of settings that impact the way your system works.
- Example custom fieldsLooking for inspiration for your custom fields? Check out our list of common updates.
- How can I change my units of measurement?Use imperial or metric units in the OnRent Events. Make the switch in System Preferences.
- Select your language
Document layouts
Current provides a range of beautiful document layouts for all different stages of the rental cycle. Learn how to customize them here.
- What are each of the documents for?Learn what each of the documents in OnRent Events is used for.
- Document Layout Best PracticesThe limitations of document layouts and how to workaround them.
- Default Documents (Opportunity)Default documents to upload into your system.
- Add, manage, and customize document layoutsChoose which documents you’d like to use and customize they way they look.
- Default Documents (Invoice)
- Document Modification RequestLet us make changes to your documents for you.
- Reset Documents back to DefaultHow to reset your document back to the Default layout
- Crew Scheduling InviteThis is an article on how to send invites to your bookable resources for service bookings.
Reporting
Finding, downloading and what the different reports do
- Configure and manage integrations with other servicesExtend OnRent Events by integrating with other services, such as Xero, QuickBooks Online, Sage, MailChimp, WooCommerce, Adobe Sign, and more.
- Import and export dataUse CSV spreadsheets to create data en masse and extract data from your system.
- How do I enable JavaScript?JavaScript is required to use OnRent Events. Our guide runs through how to turn on JavaScript in different browsers.
- How do I upload my logo and add my address to document layouts?Add your company information in Company Information and Stores.
- ReportsUse Reports to see information about your assets, customers, and revenue for the lifetime of your system.
- General Data Protection Regulation (GDPR)Questions answered about using the platform and the EU General Data Protection Regulation legislation.
- How can I create and export custom reports?
- Get the exports of all of your stock for stock takesUse a custom view, the rental asset listing report, or export your stock levels.
- E-invoicingHow are we preparing for the upcoming e-invoicing changes and staying compliant with regulations.
Import and export data
Create data en masse or bring data in from other solutions.