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Company Settings

An overview of the Company Settings page in Rental Management (Next).

In This Article

Introduction

The Company Settings page in Rental Management (Next) allows Users with the necessary permissions to manage their organization’s settings, including User accounts, custom fields, and automated email and time tracker settings.

To reach this page, open the User Menu (click on your name in the top-right corner of the screen), then select Settings → Company Settings.

The Company Settings Page

  1. Company Settings Tab
    Contains settings for configuring Users, system emails, the Time Tracker, and custom fields.
  2. Division Settings Tab
    Contains per-Division settings, such as whether unavailable Products can be added to Contracts and whether multiple Mechanics can be assigned to a single Work Order. See “The Division Settings Page” for more information.
  3. Users Tab
    Allows you to view, edit, and create Rental Management Users.
  4. Emails Tab
    Allows you to configure the outgoing email address for system emails.
  5. Time Tracker Tab
    Allows you to enable or disable the automatic Time Tracker.
  6. Custom Fields
    Allows you to manage custom fields for Contracts and Work Orders. See “Custom Fields” for more information.
  7. Equipment Type Tab
    Allows you to manage the list of equipment types available for customer-owned equipment.

Users Tab

The Users tab provides you with a number of options for managing Rental Management Users.

  1. Search Bar
    Begin typing here to filter the list of Users by the text entered. This will search by Name and Email address.
  2. Enable SSO Button
    This button allows you to enable single sign-on via the Texada Identity Service (TIS) for one or more Users.
    • If no Users are selected, the button will read “Enable SSO for All Active Users”, and clicking it will enable TIS for all eligible Users.
    • If one or more Users have been selected in the Users Table (3), the button will read “Enable SSO for X Users”, and only the selected Users will be enabled.
  3. Users Table
    Existing Rental Management Users are listed in this table. The appearance of this table can be modified; see “Working with Tables” for more information.
  4. User
    Click on a User’s row in the table to view and edit their profile. See “Edit a User” for more information.

Users Table - Columns

The Users table comprises the following columns:

    • Name: The User’s name.
    • Email: The User’s email address. Used when logging in.
    • Last Login: The date on which the User last logged in.
    • Status: Indicates whether the User is currently able to log in (Active) or whether their access has been disabled (Inactive). This is determined by the “Disabled” flag in Rental Management (Classic); see “Operator Codes” for more information. Users may be automatically disabled after too many failed login attempts.
  • SSO Migrated: Indicates single sign-on via the Texada Identity Service (TIS) has been enabled for this User. Enable the toggle to enable TIS for this User. Note that this action cannot be undone.
  • Two Factor Authentication: Indicates whether or not two-factor authentication has been enabled for the User.

Emails Tab

This tab allows you to configure the outgoing email address for system emails. Note that the appearance of this tab will change depending on whether or not an outgoing email address has already been established. For more information, please see “Configure Rental Management to Send System Emails”.

  1. Outgoing Email Address
    The current outgoing email address for system emails. This address will be used as the “From:” address for system-generated emails, such as when emailing an Invoice or Contract to a Customer.
  2. Edit Email Button
    Use this to view and change the current email configuration. See “Configure Rental Management to Send System Emails” for more information.
  3. Reset to Default Button
    Use this to reset the current configurations and remove the existing outgoing email address. 

Clicking “Reset to Default” will remove your existing email configurations and will prevent your system from sending system emails until new information is entered. It is highly recommended to use the “Edit Email” button to capture the existing configurations before clicking this button.

Time Tracker Tab

This tab contains options relating to the Time Tracker.

  1. Auto Time Tracker Toggle
    If this option is enabled, Mechanics will automatically be prompted to select a Labor Line to track time against when starting or resuming a Work Order in Texada Mobile.

Equipment Type Tab

The Equipment Type tab allows you to manage the list of equipment types available when working with customer-owned Assets. 

Specifically, it controls the options available in the “Equipment Type” drop-down in the following locations:

  1. Add New Button

Click to add a new equipment type. See “Add / Edit Equipment Type” for more information.

  1. Equipment Type Table
    This table lists the equipment types that currently exist in the system. 
  2. Equipment Type
    Click the pencil icon next to an equipment type to edit it; see “Add / Edit Equipment Type” for more information. Click the bin icon to delete it.

Add / Edit Equipment Type

This window is used when creating a new equipment type or editing an existing type. It allows you to enter the type’s name and description.

  1. Equipment Type
    The name of the equipment type (e.g. “Crawler Carrier”).
  2. Description
    A brief description of the kinds of equipment included in this equipment type (e.g. “Tracked off-road haulers”).
  3. Cancel Button
    Close this window without saving your changes.
  4. Save Button
    Save your changes and either create or update this equipment type.