Allowing access to the Yard module for your Users

Security Roles and Access Persona set up for Yard access.

Introduction

Access Persona for Yard use

Security Groups and Roles for Yard Admin Users

Security Groups and Roles for Yard general Users

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Introduction

The Lentune Yard module allows you to record and manage your Yard items, such as Plant and Machinery, make bookings for Yard items when they are required for a Project and invoice the time that they are used, and track where they are located.

To allow Users access to the Yard module, they will need the required Access Personas and Security Roles granted to them.

Please refer to Access Personas and Security Roles for further information in assigning these rights to your Users.

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Access Persona for Yard use

When setting up an Access Persona for a User to access Yard Bookings, you are able to set this at Branch level and / or Project level if required.

To allow access to the Yard module:

Yard Users must have an Access Persona with the following flag ticked:

In the Yard module limits section of the Access Persona:

• This user uses Yard: This field must be ticked.

This can either be set up on a new Access Persona for Yard, or it can be added to an existing Access Persona, however it is recommended to set up a new Access Persona, e.g. Yard Bookings.

In the Yard module limits section for this Access Persona, tick the field for This persona uses yard.

 

Next, apply the Access Persona to the User in the Edit User screen.

• Select the required Branch and / or Project for this User.
• Click Grant Access for Staff.
• Click Save and Close.

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Security Groups and Roles for Yard Admin Users

Yard Admin Users will require access to view the Dispatch and Return screens as well as Adding bookings and general Rental User rights.  (The Yard module was originally called Rental so some security roles refer to Rental rather than Yard).

We recommend setting up a Security Group called Yard Admin and add the following roles:

• • Yard User.
  • Search and view Proforma invoices in Rental Module.
  • Rental User.
  • Ability to create a new Booking in the Rental Module.

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Security Groups and Roles for Yard general Users

Yard Users will require access to Add bookings and general Rental User rights.

We recommend setting up a Security Group called Yard User and add the following roles:

• • Rental User.
  • Ability to create a new Booking in the Rental Module.

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Last updated: 31 January 2023