Access & permissions
Understand exactly what each person on your team can see and do.
Access in Preferred Exotics is simple: for each area of the business, you decide what a person is allowed to do. You set this when you invite someone and can change it any time from the Admins page.
Areas
| Area | What it covers |
|---|---|
| Admins | Your team and their access |
| Fleet | Your cars — details, photos, pricing, availability |
| Rentals | Bookings and the availability calendar |
| Clients | Renter records and contact details |
| Finance | Payments, expenses, and per-car economics |
| Contracts | Rental agreements and signatures |
| Marketing | Campaigns to your clients |
| Settings | Workspace configuration |
Fleet, Rentals, and the other business areas are being built. Their access controls already exist, so the moment a feature ships, the permissions you've set already apply.
What people can do
Within each area you choose one or more levels:
- View — see records in that area.
- Edit — create and update records.
- Delete — permanently remove records.
For example, you might give a front-desk teammate View and Edit on Rentals and Clients, but no access to Finance at all.
Full access (owner)
Turning on Superadmin gives someone complete access to everything — including any new area added in the future. Reserve this for owners and trusted managers.
How access shows up for your team
- People only see the menu items they have access to.
- Opening a page they don't have access to shows a clear "You don't have access" message instead of any data.
- Access is always enforced behind the scenes — hiding a menu item is for convenience, but the system blocks restricted actions regardless.
A good rule of thumb
Give each person the least access they need to do their job. You can always grant more later.