Quote Management Permissions

• Maximum Discount Limit (Quote.MaxDiscountPercent)
• Purpose: Restricts how much a user can discount below the system's suggested price.
• Details: Applies at both individual item and overall quote levels. The Global Admin can override this to allow up to 100% discounts.
• Default Setting: Users can discount up to 100% unless specified otherwise.
• Example: A maximum discount of 100% allows the item to be given for free.
• Discounting Non-Rented Items (Quote.DiscountNonRentedItems)
• Purpose: Controls whether fees and programs can be discounted, including items like insurance or other non-rented items.
• Default Setting: No discounts allowed on fees and programs.
• Edit Quote Cost (Quote.Edit Cost)
• Purpose: Allows the employee to adjust the cost in a customer quote.
• Apply Discount to Quotes (Quote.Apply Discount)
• Purpose: Enables the employee to apply discounts to customer quotes.

Point of Sale (POS) Permissions

• POS Login
• Purpose: Allows an employee to log into the Point of Sale system.

Employee & Store Management Permissions

• Edit Employees
• Purpose: Grants permission to add, modify, or remove employee records.
• Details: Includes adjusting permissions, adding or removing users, and resetting passwords.
• Edit Store Settings
• Purpose: Allows the employee to modify general store settings.
• Details: Includes changing printouts, tax rates, fee pricing, early purchase options, and terms.
• Edit Workstation Settings
• Purpose: Provides access to configure workstation-specific settings.
• Details: Includes changing printers, initializing card readers, and selecting signature methods.
• Edit VOIP Settings
• Purpose: Allows changes to Voice Over IP (VoIP) settings for store communication.
• Details: Adjust which extensions are recorded, name extensions, and configure related settings.
• Edit Price Settings
• Purpose: Enables editing pricing configurations for products or services.
• Details: Can adjust fees and item pricing.

Sales & Inventory Permissions

• Remove Lead
• Purpose: Allows deleting a sales lead from the system.
• Create Quotes
• Purpose: Grants permission to create new price quotes for customers.
• Receive Inventory (Inventory.Receive)
• Purpose: Allows new inventory to be recorded into the system.
• Void Inventory (Inventory.Void)
• Purpose: Grants the ability to void or cancel inventory items.
• Edit Invoice (Invoice.Edit)
• Purpose: Allows changes to be made to already issued invoices.
• Details: This includes changing pricing and removing tax from invoices.

Agreement & Payment Permissions

• Partial Agreement Void (Agreement.VoidPartial)
• Purpose: Enables the employee to void parts of an agreement, such as removing individual items.
• Full Agreement Void (Agreement.VoidFull)
• Purpose: Allows the entire agreement or contract to be voided, turning it inactive.

• Unapply Payment (Payment.Unapply)
• Purpose: Grants the ability to unapply a payment that has already been made.
• Details: Payment must be within a specified number of days to be unapplied.
• Free Time & Free Money (Payment.FreeTime & Payment.FreeMoney)
• Purpose: Allows an employee to apply either "Free Time" or "Free Money" to an account.
• Refund Payment (Payment.Refund)
• Purpose: Enables refunding processed customer payments.
• Details: This includes voiding payments and providing refunds.
• Open Payment Types (Payment.Open)
• Purpose: Allows using open payment types, such as reconciling payments taken in RAM to reflect in the system.

Advanced Features

• Beta Access (Beta)
• Purpose: Grants the employee access to features currently in beta testing.
• Details: Often used for viewing reports or soon-to-be-released features.
• Debug Mode (DebugMode)
• Purpose: Enables running the system in debug mode for troubleshooting purposes.
• Details: Primarily used by support teams for technical troubleshooting.

Miscellaneous Permissions

• Allowed Term Types (AllowedTermTypes)
• Purpose: Specifies which terms or contract types the employee can manage.
• Details: Provided as a comma-separated list. Examples include Retail, 18Months, Installment6Months, TeamMember6Months.
• View Calls
• Purpose: Allows viewing of recorded or live calls within the system.
• View Leads
• Purpose: Grants the employee the ability to view sales leads.
• Spotlight Search (Search.ViewStoreGroup)
• Purpose: Grants permission to view search results from other stores within the same store group.
• Details: Determines whether an employee can see search results beyond their store, such as other corporate stores.