Introduction
Signing in tells RentVisie who you are. The account you sign in with decides what you see afterwards: which bookings you can open, which vehicles you can see and which buttons you are allowed to press. It is the first thing to get right at the start of a shift.
You will come to this screen when:
- you start your shift and the browser is showing the sign-in screen
- the desk computer is shared and a colleague signed out before going home
- you have been sitting idle and the app has signed you out
- someone else's session was left open and you need the app to know it is now you
- you are working from a different computer, at another location or from home
There is only one way into the app: the Sign in screen. There is no second route and no separate address for staff, so the steps below are the whole of it.
Words this screen uses
| The screen says | It means |
|---|---|
| Username | Your work email address |
| Security profile | The set of rights your administrator has given you |
| Location | One of your company's pickup and return points |
Steps
Before you start: your administrator must already have created your account and given you a first password — you cannot create one yourself. You need no special rights to sign in; what you are allowed to do afterwards is a separate matter, covered below.
Open your browser and go to your company's RentVisie web address. You land straight on the sign-in screen — it is headed Sign in, with Welcome back to RentVisie! underneath, and it holds two boxes and one button. If you are looking at anything else, you are already signed in as somebody.
- In Username, type your work email address in full, including the part after the @ sign.
- In Password, type your password. The text stays hidden as you type; there is no button to reveal it, so if you lose your place, clear the box and start again.
- Click Sign in.
Your user name is your work email address, and only that. When your administrator
creates your account they type your email once, and the app uses it as the name you sign
in with. Kim de Vries, whose account carries the email kim.devries@dehaanverhuur.nl,
signs in as kim.devries@dehaanverhuur.nl — not as "Kim", "kdevries" or her full name.
Two people can never share one email address, so your user name is always yours alone.
The menu shows only the areas your role is allowed to open. Once you are in, the menu lists the areas of the app: Bookings, Assets, Customers, Financials, Pricing, Product design, Dashboards, Damage management, Communicator, Self service and Settings. You will not see all of them. An area your role does not cover is not greyed out — it is simply not in your menu, so there is nothing to click and nothing to explain why. Roles also change what is inside an area, so two people can open Assets and see different lists:
| Your role | What Assets holds for you |
|---|---|
| Desk and garage staff | Dirty, Track and Trace, Damage mgt, Maintenance log, Maintenance, Maintenance scheduler |
| Fleet administrator | All of those, plus Tags, Make and Models, Checklists, Damage Templates, Insurances, Emergency Contacts, Devices |
You can normally work in every location your company has. Each account is attached to one security profile, and that profile carries a list of locations. A new company starts with a profile called Default that covers every location it has, and every new location that gets created afterwards is added to every profile automatically — so the usual state is that you can work everywhere. Narrowing that list is something an administrator has to do deliberately, by taking locations off your profile. You cannot see or change your own profile, so if you are unsure which locations you are down for, your administrator is the person to ask. Administrators: see Add an employee and set their permissions.
The first time you sign in, most overview tiles are already switched on. A handful start off and are yours to turn on whenever you want — see Change which tiles your dashboard shows for the full list, and Check your daily overview for what each tile counts.
Where you land, and where your own account lives. Signing in puts you straight on your daily overview — the screen headed Operational manager — so the first thing you see is the day's pickups, returns and anything already late. That screen also has its own entry in the main menu, so you can get back to it from anywhere without signing out. Your own account sits somewhere else entirely: click your name in the top corner of the screen to open your details, where Name, Full name and Email are shown and the Change password button lives. Nobody else can open that screen for you, and you cannot open a colleague's.
You are done when the menu appears and your own overview opens.
What to do next: change the password your administrator gave you to one only you know — see the tips below for where. After that, work through your daily overview, starting with the pickups.
Tips and common issues
- The app rejects your sign-in even though the password is definitely right. Your account has probably been switched off. An administrator can set an account to inactive or block it, usually when someone leaves or changes job, and neither state gives you a different message at the sign-in screen. Ask your administrator to check your account before you try a fifth time.
- A button does nothing when you press it, or you get a pop-up headed No access to this feature. It reads "Your account doesn't have permission to do this. Ask your company admin to grant you access." and has one button, Close. Some rights — changing an amount by hand is the usual one — are switched on and off per person, and the app does not warn you in advance. Closing the pop-up loses nothing; ask your administrator to add the right.
- You changed your email address on your own details screen and sign-in still wants the old one. Your own details screen shows three separate boxes — Name, Full name and Email — and Name is the one you sign in with. Editing Email on that screen does not move the new address across to Name. You reach that screen from your name in the top corner. Ask your administrator to save your account from the employee screen; that is what brings the two back into line.
- You need to change your password. Click your name in the top corner of the screen and open your own details, then click Change password, then fill in New password and Confirm password and press Save. The two must match, or you get Passwords need to match, and neither can be left empty, or you get Password required. When it works you see Password updated! and the screen closes.
- You cannot reset your own password from the sign-in screen. There is no "forgotten password" link on it and no email is sent. If you are locked out, the only route is to ask your administrator, who sets a new password on your account and tells you what it is. You then change it to something private yourself, as above.