1. Car Rental Management
  2. Roles and permissions
Reference

Who can do what in Car Rental Management

Give the rental counter, fleet, finance and review teams the records they need.

Who can do what

Permissions by role
RoleFleet availabilityRental bookingsPickup and returnCharges and paymentsVehicle serviceAncillary activity
Finance OfficerViewViewEditEditViewEdit
Front Desk AgentViewViewView—EditEdit
Property ManagerEditEditEditViewEditEdit
Operations ReviewerViewViewViewViewViewView
AdminViewViewEditViewEditView

Each role in detail

Finance Officer

Prepares authorized financial drafts and reconciles confirmed receipts.

Can

  • Manage ancillary charges, Payments, rental charges
  • View ancillary bookings, Bookings, Customers, rate plans, service tasks, team members, Vehicles

Starts on: Pending payments

Front Desk Agent

Captures assigned stays and service work and evidence.

Can

  • Manage ancillary bookings, service tasks
  • View Bookings, Customers, rate plans, team members, Vehicles

Starts on: Rental schedule

Property Manager

Owns stays and service setup, planning and assigned operational work.

Can

  • Manage ancillary bookings, Bookings, Customers, rate plans, service tasks, Vehicles
  • View ancillary charges, Payments, rental charges, team members

Starts on: Rental schedule

Operations Reviewer

Reviews evidence and authorizes eligible domain outcomes.

Can

  • View ancillary bookings, ancillary charges, Bookings, Customers, Payments, rate plans, rental charges, service tasks, team members, Vehicles

Starts on: Rental status board

Admin

Maintains user access and reviews setup across the rental operation.

Can

  • Manage Users, team members, exchange rates
  • View ancillary bookings, ancillary charges, Bookings, Customers, Payments, rate plans, rental charges, service tasks, Vehicles

Set up Car Rental Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started