Getting Started ​

Once your account has been created and you've logged in as an Administrator, there are several places you can begin setting up everything else.

Before we dive into specifics, there are several different entities in CloudCheckout that you'll need to be aware of to make the most of the system.

Concepts ​

Items ​

Items are what you offer for checkout to users within your organization. Items can be attached to different Roles, and Items can belong to Categories.

Users ​

Users represent people within your organization who need to check items out. They have their own login and, depending on their Role, can access certain items and/or perform other various actions in the system. By default, the very first user of the system is an Administrator. Any user with the Role of Administrator can perform any action within the system, so make sure you fully trust anyone you assign the "Administrator" Role.

Roles ​

Roles are how users are given their privileges within your CloudCheckout system. There is no limit on the number of Roles a CloudCheckout system can have, and users can have multiple Roles at once. For example, if you're a university department, you can have a "Student" Role, "Faculty" Role, etc. There is always an "Administrator" Role, and at least one person has to be assigned to this Role.

Permissions ​

Permissions are basically the "rules" you can assign to each Role. For example, the most common Permission for a Role will likely be the "Reserve Items" Permission. For example, you can assign the "Reserve Items" Permission to the "Student" Role. Now, any User with the Role of "Student" can reserve items within the system.

Reservations ​

Once you have all the pieces above put together, Users can log in and start making Reservations. Depending on their Roles, and what Permissions were assigned to those Roles, they will only see the items that were assigned to their given Roles.

Putting it all together ​

Let's lay out a common scenario. You are in charge of a university department, and you want to offer students within your department the ability to check out items. If you're using CloudCheckout, we'll start with adding your Roles first, which determines how we should segment our users. For example, you may have undergraduate and graduate students who have unique requirements as far as what equipment they need to check out. So, let's start by creating two different Roles:

• Undergraduate Student
• Graduate Student

Once you've created these Roles, you can add some undergraduate and graduate students to the CloudCheckout system. This can be done either through the web app interface, or you can upload multiple students at once with a spreadsheet upload.

Now that we have our two Roles, let's add a few users. We'll add 10 "Graduate Students" and 10 "Undergraduate Students" via a spreadsheet upload. We'll format it by downloading the template from the User's "Upload Spreadsheet" screen. We can assign the Role to each student's Role on the spreadsheet.

Now, let's add some Items. This can also be done via the spreadsheet, but we'll do it through the web UI first.

At last, we have everything in place needed for a user to make a reservation.