System Administration
What’s in System Setup? Learn how to set up your Current RMS system to suit your business.
77 articles
System Setup overview
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 Current RMS system so that users can only see quotes and opportunities that they are working on.
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 Current. 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 Current RMS 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
Reporting
Finding, downloading and what the different reports do
Configure and manage integrations with other servicesExtend Current RMS 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 Current RMS system.
How do I enable Javascript?Javascript is required to use Current RMS. 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.
Import and export data
Create data en masse or bring data in from other solutions.
An introduction to importing dataUse CSV spreadsheets to create data en masse and extract data from your Current RMS system.