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Employees: Roles and Permissions Guide

By Kelsey | Updated

Overview

Revel Systems has a great employee management system that allows you grant employees the appropriate level of access to either the Point of Sale and/or the Management Console. Use the Guide below to learn all about Employees Roles and Permissions.


Contents


How to Create an Employee Role 

In order for employees to have access to the Point of Sale, you must set up the Roles and Permissions you want to assign to each employee. This will indicate the level of access that an employee has on the Point of Sale. You will set up roles based on employees positions, such as Manager, Owner, Server, Bartender, etc. and then designate the Permissions for each role. That way, everyone that is a "Manager" will have the same level of access.

  1. On your Management Console [yourdomainname.revelup.com], navigate to Employees and choose Roles. You'll see all Roles that have previously been created. To add a new Role, click +Role at the bottom of the list: 2-1.jpg
  2. You will be prompted to input the Role Name and Department.
    • Role is what will designate the employee's permission (see How to Set up Permissions for Employee Roles below).
    • Department will help you to determine labor in one department versus another. For example, if you have both Front of House and Back of House "departments", you can look at various Labor Reports to determine if you have the flexibility to send an employee home in one of the departments or if you need to staff those departments more heavily. You can choose from the drop-down of departments that have already been created, or if you need to add a new department, click on +Add New at the top of the list: 2-2.jpg
NOTE: When you create or edit a role, if you have multiple establishments the role will show in all locations. Therefore, role titles are not unique to individual establishments, but POS Role Permissions can be.

How to Set up Permissions for Employee Roles

Once you create roles in your system, you will need to assign Role Permissions to make them functional. The role permissions selected or deselected for a specific role will affect the amount of access an employee has to the Point of Sale. To assign or unassign a permission to a role, simply click the appropriate box in the matrix under Employees > Role Permissions. To manage employee role permissions:

  1. On your Management Console [yourdomainname.revelup.com], navigate to Employees and choose Permissions, then POS Role Permissions:2-3.jpg
  2. All Roles will display across the top of the page and all Permissions will show on the left:2-4.jpg
  3. Ensure you are thorough with your employee permission so that employees have the access you want them to on the Point of Sale. Available Role Permissions include:

    Permission

    Definition
    Copy Role A copy of the role clicked will be created.
    Select All Permissions Gives a specific role all permissions.
    Owner Access Allows access to owner-restricted areas on the Point of Sale. It also causes the user’s PIN to be treated as a valid password for restricted actions. It does not allow using those actions without inputting the PIN.
    Manager Access Allows access to manager-restricted areas on the Point of Sale. It also causes the user’s PIN to be treated as a valid password for restricted actions. It does not allow using those actions without inputting the PIN.
    Batch Process Grants access to view and manage the Batch Process under the Point of Sale Manager Settings.
    Decline Payments Grants access to view and manage the Declined Payments under the Point of Sale Manager Settings.
    Financials Grants access to the Financials screen and reports.
    Incoming Calls Grants access to the list of incoming calls under Point of Sale Manager Settings.
    Inventory Grants access to Manage Item Mode and Inventory on the server under Point of Sale Manager Settings.
    Lock Grants access to the screen that allows the ability to lock a user to particular iPads under the Point of Sale Manager Settings. Lock users cannot log in to particular Point of Sale stations.
    Manage Item Mode Grants access to Manage Item Mode. User is able label an item In Stock or Out of Stock and allows them to set the stock, including the 86 Function, under the Point of Sale Manager Settings.
    Offline Payments Grants access to view and manage Offline Payments under the Point of Sale Manager Settings.
    Photo Edit Mode Grants access to Photo Edit Mode under Point of Sale Manager Settings.
    Point of Sale Settings Grants access to view and change Point of Sale Settings under the Point of Sale Manager Settings.
    Time Management Grants access to the Time Management screen under the Point of Sale Manager Settings.
    Troubleshoot Mode Grants access to Troubleshoot Mode under Point of Sale Manager Settings
    End of Day Enable access to a standard End-of-Day Process that can be run on the main Point of Sale terminal at the end of each business day.
    Custom Menu Management Allows user to manage Custom and Manual Menus, turning them on or off as desired.
    Messaging Enables Messaging permissions. 
    Invoice Messaging Allows user to receive a message notification once any invoice on any Point of Sale station is sent. After that invoice is converted to an order form, another notification will be generated to the invoice creator’s Point of Sale station.
    Add Extra Items Allows users to access the Add Extra Items function. 
    Approve Large Tips Allows users to approve very large tips. A password input is still required.
    Auto Gratuity Allows users to add, remove, or edit the auto gratuity without a password.
    Can stay logged in Allows the user to remain logged in to the Point of Sale, despite auto-logout settings.  *Please Note: If this permission is selected for managers/owners while the advanced POS setting Managers subject to auto logout behavior (MC>Settings>Advanced POS Settings>Managers subject to auto logout behavior) is enabled, managers/owners WILL be auto logged out of the Point of Sale while non-managers owner's WILL NOT be auto logged out of the Point of Sale.
    Clock In/out Restrictions Override Allows users to bypass or override any clock in or clock out restrictions, including clocking in too early or clocking out with open orders.
    Clock out with Open Orders Allows employees to clock out if they have open orders. If not, they shall have to close their orders before clocking out. Employees with the Clock In/Out Restrictions Override permission can ignore this limitation.
    Closed Held Orders Allows users to run the Close Held Orders feature. Password input still required. All orders without payment will remain open. All orders with 0 balance will close out.
    Comps Assuming comps are supported on the Point of Sale, this token gives the user permission to comp items.
    Cost Management Allows user to see and manage inventory costs on the Point of Sale.
    Create Gift/Rewards Cards Allows users to create and manage gift and rewards cards without a password.
    Create New Products on the Point of Sale Allows user to create new products on the Point of Sale. This does not impact Add Extra Item.
    Create/Receive Orders Allows users to create new orders or receive transferred orders.
    Credit Plus Allows users to use Credit + payments without a password.  
    Customer Access If Restrict Access to Customer Records on the Point of Sale is enabled, this permission allows the employee to bypass those restrictions.
    Declare Tips Employees with this token will be prompted to declare their tips on clock out.
    Delivery Driver Delivery Drivers have limited access to the Delivery Management system.
    Delivery Manager Users with this token have full access to all functions of the Delivery Management System.
    Delivery Postmates Driver Only applies to the Postmates Driver role; enables Postmates driver assignments in the delivery console.
    Delivery Settings Users with this token have full access to adjust delivery settings in the Point of Sale delivery interface.
    Delivery Uber Driver Only applies to the Uber Driver role; enables UberRush driver assignments in the delivery console.
    Edit Appointments All users may create their own appointments. This permission allows an employee to create, edit or delete another employee’s appointments without inputting a password.
    Edit Commission Allows users to edit commission on items. 
    Employee Sales Summary Allows users to run the employee sales summary without a password.
    Employee Time Management Allows an employee to view their Time Worked data on the Point of Sale.
    Exchanges Allows users to exchange items without a password. 
    Held Order If enabled, users have access to the Held Orders screen without a password.
    Inventory—Actual Allows user to change actual amount of inventory items. 
    Inventory—Damage Allows user to update wastage of inventory items. 
    Inventory—Receive Allows user to receive items to inventory. 
    Inventory—Update Cost Allows user to update cost of inventory items. 
    Item Discount Enabling this allows users to apply item discounts without a password.
    Login Restrictions Override Allows users to bypass or override any login restrictions, such as logging in without clocking in.
    Login/Logout Enabling Allows the user to log into the Point of Sale. 
    Manual Discount Allows users to apply manual discounts without a password. 
    Manual Gift Card Input Allows user to type in a gift card number. Otherwise, they must use a cardswipe.
    Manually Print Payment Receipts Allows a user to reprint payment receipts. 
    Move Item/Table Allows users to move items between tables or orders, or to move whole tables without inputting a password.
    Open Cash Drawer Allows users to open the cash drawer without a password. 
    Override Add Product Restrictions Users with this token will be able to add products to orders even if those products should not normally be added. for example, they are out of inventory or the order type conflicts with the acceptable order types for the product. Without this permission enabled, users will be prompted to enter a password when attempting to add an item that meets the above conditions.
    Override Prevailing Tax Rate: Allows users to override prevailing tax rate for an order or for the day without a password.
    Override Void/Return/Exchange Limits Users with this permission can override limits to void/ returns/ exchanges.
    Physical Inventory—Count Sections User will be allowed to perform manual section counts. This is dependent on whether or not manual counts are required as a step in the physical inventory.
    Physical Inventory—Scan Sections User will be allowed to scan products in a section to perform inventory stock-take.
    Physical Inventory—Set Recount User will be able to remove counts for a specific section and require the section be recounted and rescanned.
    Postmates Limit Override Allows user to override restrictions on assigning orders to Postmate drivers.
    Price Override Allows users to override prices on an item. 
    Printer Redirect Allows users to redirect printers without a password. 
    Receiptless Returns Allows user to perform receiptless returns without inputting a password.
    Refresh Point of Sale Allows user to refresh the Point of Sale. 
    Refund Payment Allows users refund payments without a password. 
    Remove Tax Allows users to remove tax from an order or item without a password.
    Require Admin Card Swipe Employees with this token will need to swipe their admin card to access the system. Employees without this token may use an admin card or type in a PIN.
    Restricted Gift Card Access If Restrict Gift Access is enabled, this allows users to create and load gift cards from Settings> Gift Cards without a password.

    Reward Cards

    Allows user to manually add or subtract rewards points from a card.
    Run Employee Sales Report with Open Orders If enabled, employees with open orders can still obtain their sales report. If not, they will have to close their orders and wait for them to sync before running the report.
    Scales Allows user to perform restricted scales functionality, such as inputting weight manually.
    Search Orders Allows users to search for orders without a password. 
    Serial Number Management Users with this permission will be able to manage restricted serial number functions without inputting a password.
    Service Fees Users with this permission will be able to perform advanced service fee functions without inputting a password.
    Set Main Allows users to set a Point of Sale station to be the main. Password input is still required.
    Access All Tills Allows user to bypass till ownership restrictions. 
    Allow Cash Entry Correction If disabled, disables the back button from Till Checkout Summary popup.
    Assign Till Ownership Allows user to modify ownership of a till. 
    Cash Logs If disabled, prevents printing of cash logs from the Set Till and Till Management screens.
    Checkout Summary If disabled, suppresses the checkout summary popup entirely
    Tills—Close a Till If disabled, disables the Checkout button on the Set Till Amounts popup.
    Tills—Close a Till If disabled, disables the Checkout button on the Set Till Amounts popup.
    Tills—Hold a Till If disabled, disables the Hold Till button from the Set Till Amounts popup.
    Tills—Pay-ins Allows user to perform Pay-Ins without a password.  
    Tills—Pay-outs Allows user to perform Pay-Outs without a password. 
    Tills—Safe Drop Allows user to perform Safe Drops without a password. 
    Tills—Set a Till Allows user to set a till. 
    Today's Orders Allows users to access Today’s Orders without a password. 
    Training Mode Exit Allows the user to exit training mode.  
    Transfer Orders Allows user to transfer any order from one user to another. Without this permission, users may transfer only their own orders.

    Uber Limit Override

    Allows user to override restrictions on assigning orders to UberRush drivers.
    View All Orders Allows user to see all order and table times. Without this token, employees shall see only their own orders.
    Virtual Till Virtual Tills are tied to individual employees. The cash transactions of an employee with virtual till will all be logged to the virtual till instead of physical till the employee is operating. Employees may make cash drops from their virtual till into a physical till.

    Void Items

    Allows users to void or return items without a password. 
    iPad Reports Allows user to view the Point of Sale Drop Down Reports without a password
  4. Refresh the Point of Sale to ensure all changes have taken effect.

Administrator Permissions

In the Management Console and Enterprise Management System (EMS), administrators can assign users various levels of access, depending on their roles. You can set up predefined Permissions to determine what each user's rights include and the tasks they can perform.


Creating Administrator Permissions Sets 

By creating sets of permissions and assigning those sets to users, administrators can control what employees can do on the Management Console. The system administrator can use permission levels within permissions sets to give some users the ability to limited functionality, while others can have the same level of access as the system administrator.

  1. From the Management Console, navigate to the Employees. Choose Permissions, then  Management Console Permissions: 1.png
  2. By default, the Management Console comes with the following permission sets:
    • All Permissions (including Admin permissions) — All permissions including the ability to create, edit, and assign administrator permission sets.
    • Read All — All read privileges, but no permissions to edit or create any objects.
    • Write/Create All — All write/create and read permissions except administrative permissions.
    • Write/Create/Manage Locks — All write/create permissions and permissions to manage field-level locks.
  3. To choose to see all active or inactive permission sets, you can adjust this using the dropdown at the top left; click the box to choose your view option of either Active or All permission sets: Active_or_All.jpg

Adding Permissions Sets

If the default permissions aren't sufficient and you need to further customize or add additional permission sets, you can do so by following the instructions below:

  1. From the Management Console, navigate to the Employees. Choose Permissions, then  Management Console Permissions: 1.png
  2. Click + Add, and choose the option to Add New Administrator Permission Set: 4.jpg
  3. Enter a Permission Set Name; use this to help you identify the permission set later on. For example, you might have a Supervisor Permission, Accountant Permission, etc. Also, indicate if the Permission Set should be Active. Only Active permission sets can be assigned to administrators: 5.jpg
  4. Next, you'll need to choose which Permission Tokens to enable. Permission tokens represent the pages, sub-pages, individual fields, and special actions in your Management Console that you can assign to administrators. You can grant access to an entire Tab on the Management Console or just certain features of a tab. Using the left panel, check any fields you would like to display on the right: 3.jpg
  5. Once the Permission Tokens are selected, they will appear on the right for you to indicate the level of access for each individual permission:6.jpg
    • None — Users have no access permissions for any pages or fields.
    • Read/View — Users have read/view only permissions.
    • Write/Edit — Users have permissions to change (write/edit) existing objects.
    • Create — Users have permissions to create new objects.
    • Lock/unlock — Users can lock or unlock individual products, fields, and actions. Locking prevents any actions like create or write. Users with lock permissions can edit and create locked objects at the establishment level. Users without lock permissions cannot edit locked objects at the establishment level, even if they have edit and create rights.
  6. In addition to the Permissions, you can also assign permissions in full or partial segments. For example, if you want a permission set to have read only access for all permissions under Products, you can choose the Read ALL option at the top, which will make everything under the Products tab visible to users with that permission set. Or you can grant partial access to a permission set by simply picking and choosing which items are visible and the level of access that a permission set has: 7.jpg
  7. When finished, click Save.
NOTE: When a new Administrator Permission Set is created, it shows on all establishments, and any changes made to the permissions in that Permission Set also change in all other establishments.

How to Copy Permission Sets

If you have two permission sets that will be similar and one is already completed, you can copy permission sets to make this easier for you. Then, once a permission set is duplicated, you make any additional edits to the permission set. To copy a Permission Set:

  1. From the Management Console, navigate to the Employees. Choose Permissions, then  Management Console Permissions: 1.png
  2. Next to the Permission Set that you want to copy, click on the  icon.
  3. The system will automatically duplicate the Permission set and label it as a Copy of...Click on the icon to edit the Permission Set by giving it a new name and adjusting any available permissions: 8.jpg
  4. Make any necessary changes to the Permission Set and click Save when finished.

Editing Permission Sets

Once a Permission Set is created, you can easily edit it should you want to adjust permissions. To do so:

  1. From the Management Console, navigate to the Employees. Choose Permissions, then  Management Console Permissions: 1.png
  2. You will see a list of all your Permission Sets. Click on the icon to edit the Permission Set by giving it a new name and adjusting any available permissions: 9.jpg
  3. Make any necessary changes to the Permission Set and click Save when finished.

Turning Off Administrator Permissions

You can turn off Administrator Permissions, if you do not need them. For example, if you are the only person running the business, you might not need Administrator Permissions. To turn off permissions, contact Revel Support.


Adding Employees

Once your Roles and Permissions are set up, you can start to add your employees to the system. To learn more how to do this, please review Creating Employees.


Editing Employees Roles and Wages

After an employee is initially added to the system,  you can update their role, assign additional roles, and edit wages at any time. To add additional roles for an employee or edit their hourly wages:

  1. In the Management Console ([yoursubdomain].revelup.com), navigate to the Employees tab. Locate the employee that you're editing and click the pencil icon to the far right of the employee's name.
  2. In the next page, uncheck Employee Info and Administrative Permissions from the left side menu so the only section you see is Roles & Wages.
  3. Here, you'll see the initial role and wage you assigned to this employee. To change the current role, click the Role drop-down box and select the proper role.
  4. Enter an hourly wage or leave it as 0 if the employee is exempt:
  5. Click Save in the top right corner.

Adding an Additional Employee Role and Wage

If you want to assign an additional role to an employee:

  1. In the Management Console, navigate to the Employees tab. Locate the employee that you're editing and click the pencil icon to the far right of the employee's name.
  2. In the next page, uncheck Employee Info and Administrative Permissions from the left side menu so the only section you see is Roles & Wages.
  3. From the right side of the page, click +Add Role.
  4. Click the Choose Role box and select the desired role. Enter the hourly wage for this role if applicable:
  5. Once you're done assigning all relevant roles and wages to the employee, click Save.

Assigning Administrator Permission Sets 

After you have created your permission sets, the next step is to assign them to specific employees. To assign a permission set to an employee:

  1. In the Management Console, click the Employees tab.
  2. Next, locate a specific employee and click the pencil icon to the far right of the employee's name:
  3. Scroll to the Administrative Permissions section.  Create a username for the employee. This is the username they will use to login to your Revel URL. The username needs to be unique for each employee and it is case sensitive, so if it contains a capital letter, the username will need to be capitalized upon every login.
  4. Next, enter the employee's email address.
  5. Check the EMS Access box if you have multiple establishments and would like the employee to have EMS management capabilities.
  6. Create a password for the employee. This is the password they'll enter every time they log into the Management Console.
  7. When you have filled out all fields, click Save.
  8. After saving, the screen will take you back to the main Employees page. From here, click the action icon for the same employee.
  9. Navigate back to the Administrative Permissions section and choose Manage Establishment Access:ManageEst.jpg
  10. Depending on how many establishments that you have and want to grant access for this particular employee, follow one of the steps below:
    • For single locations, click the Administrator Permissions drop-down box. Select the correct set for the employee. The Update Access box will automatically check when a set is added or changed:
    • For multiple locations using EMS: If you have multiple establishments and want to grant permission to this employee for multiple locations, you will need to navigate to the global level of your account. To do so, click the existing establishment name at the top. Once you do, a window will open on the left showing all your establishments. Choose the top folder for your Global EMS Folder: global.jpg Once on the global level, navigate to Employees (if not already there) and click the action/pencil icon next to the employee you'd like to manage. Scroll down to the Administrative Permissions section and choose the Manage Establishment Access option:ManageEst.jpg Next, you'll see all establishments listed with your Administrator Permissions in a dropdown. Select the appropriate permission and check the Update Access checkbox to assign that permission for a particular or multiple establishments. If the permissions are different across establishments, you will need to save the page after your first selection, then choose the next permission set for the next location and so on: AdminPerms.jpg NOTE: If you do not see your desired location listed, click on the +Add Establishment Option. This will open a window for you to select other establishments to copy the employee. Use the checkboxes to select the desired locations and Save. Once you save, these locations will show in the Administrative Permissions list for you to select their level of access: addest.jpg
  11. Click Save. Once the changes are complete, you'll see a Saved Successfully! notification appear in a green bar.
  12. Lastly, be sure to give your administrators their login and password information so they can login and use the Management Console.

Have more questions? Submit a request

Employees: Roles and Permissions Guide

By Kelsey | Updated

Follow

Overview

Revel Systems has a great employee management system that allows you grant employees the appropriate level of access to either the Point of Sale and/or the Management Console. Use the Guide below to learn all about Employees Roles and Permissions.


Contents


How to Create an Employee Role 

In order for employees to have access to the Point of Sale, you must set up the Roles and Permissions you want to assign to each employee. This will indicate the level of access that an employee has on the Point of Sale. You will set up roles based on employees positions, such as Manager, Owner, Server, Bartender, etc. and then designate the Permissions for each role. That way, everyone that is a "Manager" will have the same level of access.

  1. On your Management Console [yourdomainname.revelup.com], navigate to Employees and choose Roles. You'll see all Roles that have previously been created. To add a new Role, click +Role at the bottom of the list: 2-1.jpg
  2. You will be prompted to input the Role Name and Department.
    • Role is what will designate the employee's permission (see How to Set up Permissions for Employee Roles below).
    • Department will help you to determine labor in one department versus another. For example, if you have both Front of House and Back of House "departments", you can look at various Labor Reports to determine if you have the flexibility to send an employee home in one of the departments or if you need to staff those departments more heavily. You can choose from the drop-down of departments that have already been created, or if you need to add a new department, click on +Add New at the top of the list: 2-2.jpg
NOTE: When you create or edit a role, if you have multiple establishments the role will show in all locations. Therefore, role titles are not unique to individual establishments, but POS Role Permissions can be.

How to Set up Permissions for Employee Roles

Once you create roles in your system, you will need to assign Role Permissions to make them functional. The role permissions selected or deselected for a specific role will affect the amount of access an employee has to the Point of Sale. To assign or unassign a permission to a role, simply click the appropriate box in the matrix under Employees > Role Permissions. To manage employee role permissions:

  1. On your Management Console [yourdomainname.revelup.com], navigate to Employees and choose Permissions, then POS Role Permissions:2-3.jpg
  2. All Roles will display across the top of the page and all Permissions will show on the left:2-4.jpg
  3. Ensure you are thorough with your employee permission so that employees have the access you want them to on the Point of Sale. Available Role Permissions include:

    Permission

    Definition
    Copy Role A copy of the role clicked will be created.
    Select All Permissions Gives a specific role all permissions.
    Owner Access Allows access to owner-restricted areas on the Point of Sale. It also causes the user’s PIN to be treated as a valid password for restricted actions. It does not allow using those actions without inputting the PIN.
    Manager Access Allows access to manager-restricted areas on the Point of Sale. It also causes the user’s PIN to be treated as a valid password for restricted actions. It does not allow using those actions without inputting the PIN.
    Batch Process Grants access to view and manage the Batch Process under the Point of Sale Manager Settings.
    Decline Payments Grants access to view and manage the Declined Payments under the Point of Sale Manager Settings.
    Financials Grants access to the Financials screen and reports.
    Incoming Calls Grants access to the list of incoming calls under Point of Sale Manager Settings.
    Inventory Grants access to Manage Item Mode and Inventory on the server under Point of Sale Manager Settings.
    Lock Grants access to the screen that allows the ability to lock a user to particular iPads under the Point of Sale Manager Settings. Lock users cannot log in to particular Point of Sale stations.
    Manage Item Mode Grants access to Manage Item Mode. User is able label an item In Stock or Out of Stock and allows them to set the stock, including the 86 Function, under the Point of Sale Manager Settings.
    Offline Payments Grants access to view and manage Offline Payments under the Point of Sale Manager Settings.
    Photo Edit Mode Grants access to Photo Edit Mode under Point of Sale Manager Settings.
    Point of Sale Settings Grants access to view and change Point of Sale Settings under the Point of Sale Manager Settings.
    Time Management Grants access to the Time Management screen under the Point of Sale Manager Settings.
    Troubleshoot Mode Grants access to Troubleshoot Mode under Point of Sale Manager Settings
    End of Day Enable access to a standard End-of-Day Process that can be run on the main Point of Sale terminal at the end of each business day.
    Custom Menu Management Allows user to manage Custom and Manual Menus, turning them on or off as desired.
    Messaging Enables Messaging permissions. 
    Invoice Messaging Allows user to receive a message notification once any invoice on any Point of Sale station is sent. After that invoice is converted to an order form, another notification will be generated to the invoice creator’s Point of Sale station.
    Add Extra Items Allows users to access the Add Extra Items function. 
    Approve Large Tips Allows users to approve very large tips. A password input is still required.
    Auto Gratuity Allows users to add, remove, or edit the auto gratuity without a password.
    Can stay logged in Allows the user to remain logged in to the Point of Sale, despite auto-logout settings.  *Please Note: If this permission is selected for managers/owners while the advanced POS setting Managers subject to auto logout behavior (MC>Settings>Advanced POS Settings>Managers subject to auto logout behavior) is enabled, managers/owners WILL be auto logged out of the Point of Sale while non-managers owner's WILL NOT be auto logged out of the Point of Sale.
    Clock In/out Restrictions Override Allows users to bypass or override any clock in or clock out restrictions, including clocking in too early or clocking out with open orders.
    Clock out with Open Orders Allows employees to clock out if they have open orders. If not, they shall have to close their orders before clocking out. Employees with the Clock In/Out Restrictions Override permission can ignore this limitation.
    Closed Held Orders Allows users to run the Close Held Orders feature. Password input still required. All orders without payment will remain open. All orders with 0 balance will close out.
    Comps Assuming comps are supported on the Point of Sale, this token gives the user permission to comp items.
    Cost Management Allows user to see and manage inventory costs on the Point of Sale.
    Create Gift/Rewards Cards Allows users to create and manage gift and rewards cards without a password.
    Create New Products on the Point of Sale Allows user to create new products on the Point of Sale. This does not impact Add Extra Item.
    Create/Receive Orders Allows users to create new orders or receive transferred orders.
    Credit Plus Allows users to use Credit + payments without a password.  
    Customer Access If Restrict Access to Customer Records on the Point of Sale is enabled, this permission allows the employee to bypass those restrictions.
    Declare Tips Employees with this token will be prompted to declare their tips on clock out.
    Delivery Driver Delivery Drivers have limited access to the Delivery Management system.
    Delivery Manager Users with this token have full access to all functions of the Delivery Management System.
    Delivery Postmates Driver Only applies to the Postmates Driver role; enables Postmates driver assignments in the delivery console.
    Delivery Settings Users with this token have full access to adjust delivery settings in the Point of Sale delivery interface.
    Delivery Uber Driver Only applies to the Uber Driver role; enables UberRush driver assignments in the delivery console.
    Edit Appointments All users may create their own appointments. This permission allows an employee to create, edit or delete another employee’s appointments without inputting a password.
    Edit Commission Allows users to edit commission on items. 
    Employee Sales Summary Allows users to run the employee sales summary without a password.
    Employee Time Management Allows an employee to view their Time Worked data on the Point of Sale.
    Exchanges Allows users to exchange items without a password. 
    Held Order If enabled, users have access to the Held Orders screen without a password.
    Inventory—Actual Allows user to change actual amount of inventory items. 
    Inventory—Damage Allows user to update wastage of inventory items. 
    Inventory—Receive Allows user to receive items to inventory. 
    Inventory—Update Cost Allows user to update cost of inventory items. 
    Item Discount Enabling this allows users to apply item discounts without a password.
    Login Restrictions Override Allows users to bypass or override any login restrictions, such as logging in without clocking in.
    Login/Logout Enabling Allows the user to log into the Point of Sale. 
    Manual Discount Allows users to apply manual discounts without a password. 
    Manual Gift Card Input Allows user to type in a gift card number. Otherwise, they must use a cardswipe.
    Manually Print Payment Receipts Allows a user to reprint payment receipts. 
    Move Item/Table Allows users to move items between tables or orders, or to move whole tables without inputting a password.
    Open Cash Drawer Allows users to open the cash drawer without a password. 
    Override Add Product Restrictions Users with this token will be able to add products to orders even if those products should not normally be added. for example, they are out of inventory or the order type conflicts with the acceptable order types for the product. Without this permission enabled, users will be prompted to enter a password when attempting to add an item that meets the above conditions.
    Override Prevailing Tax Rate: Allows users to override prevailing tax rate for an order or for the day without a password.
    Override Void/Return/Exchange Limits Users with this permission can override limits to void/ returns/ exchanges.
    Physical Inventory—Count Sections User will be allowed to perform manual section counts. This is dependent on whether or not manual counts are required as a step in the physical inventory.
    Physical Inventory—Scan Sections User will be allowed to scan products in a section to perform inventory stock-take.
    Physical Inventory—Set Recount User will be able to remove counts for a specific section and require the section be recounted and rescanned.
    Postmates Limit Override Allows user to override restrictions on assigning orders to Postmate drivers.
    Price Override Allows users to override prices on an item. 
    Printer Redirect Allows users to redirect printers without a password. 
    Receiptless Returns Allows user to perform receiptless returns without inputting a password.
    Refresh Point of Sale Allows user to refresh the Point of Sale. 
    Refund Payment Allows users refund payments without a password. 
    Remove Tax Allows users to remove tax from an order or item without a password.
    Require Admin Card Swipe Employees with this token will need to swipe their admin card to access the system. Employees without this token may use an admin card or type in a PIN.
    Restricted Gift Card Access If Restrict Gift Access is enabled, this allows users to create and load gift cards from Settings> Gift Cards without a password.

    Reward Cards

    Allows user to manually add or subtract rewards points from a card.
    Run Employee Sales Report with Open Orders If enabled, employees with open orders can still obtain their sales report. If not, they will have to close their orders and wait for them to sync before running the report.
    Scales Allows user to perform restricted scales functionality, such as inputting weight manually.
    Search Orders Allows users to search for orders without a password. 
    Serial Number Management Users with this permission will be able to manage restricted serial number functions without inputting a password.
    Service Fees Users with this permission will be able to perform advanced service fee functions without inputting a password.
    Set Main Allows users to set a Point of Sale station to be the main. Password input is still required.
    Access All Tills Allows user to bypass till ownership restrictions. 
    Allow Cash Entry Correction If disabled, disables the back button from Till Checkout Summary popup.
    Assign Till Ownership Allows user to modify ownership of a till. 
    Cash Logs If disabled, prevents printing of cash logs from the Set Till and Till Management screens.
    Checkout Summary If disabled, suppresses the checkout summary popup entirely
    Tills—Close a Till If disabled, disables the Checkout button on the Set Till Amounts popup.
    Tills—Close a Till If disabled, disables the Checkout button on the Set Till Amounts popup.
    Tills—Hold a Till If disabled, disables the Hold Till button from the Set Till Amounts popup.
    Tills—Pay-ins Allows user to perform Pay-Ins without a password.  
    Tills—Pay-outs Allows user to perform Pay-Outs without a password. 
    Tills—Safe Drop Allows user to perform Safe Drops without a password. 
    Tills—Set a Till Allows user to set a till. 
    Today's Orders Allows users to access Today’s Orders without a password. 
    Training Mode Exit Allows the user to exit training mode.  
    Transfer Orders Allows user to transfer any order from one user to another. Without this permission, users may transfer only their own orders.

    Uber Limit Override

    Allows user to override restrictions on assigning orders to UberRush drivers.
    View All Orders Allows user to see all order and table times. Without this token, employees shall see only their own orders.
    Virtual Till Virtual Tills are tied to individual employees. The cash transactions of an employee with virtual till will all be logged to the virtual till instead of physical till the employee is operating. Employees may make cash drops from their virtual till into a physical till.

    Void Items

    Allows users to void or return items without a password. 
    iPad Reports Allows user to view the Point of Sale Drop Down Reports without a password
  4. Refresh the Point of Sale to ensure all changes have taken effect.

Administrator Permissions

In the Management Console and Enterprise Management System (EMS), administrators can assign users various levels of access, depending on their roles. You can set up predefined Permissions to determine what each user's rights include and the tasks they can perform.


Creating Administrator Permissions Sets 

By creating sets of permissions and assigning those sets to users, administrators can control what employees can do on the Management Console. The system administrator can use permission levels within permissions sets to give some users the ability to limited functionality, while others can have the same level of access as the system administrator.

  1. From the Management Console, navigate to the Employees. Choose Permissions, then  Management Console Permissions: 1.png
  2. By default, the Management Console comes with the following permission sets:
    • All Permissions (including Admin permissions) — All permissions including the ability to create, edit, and assign administrator permission sets.
    • Read All — All read privileges, but no permissions to edit or create any objects.
    • Write/Create All — All write/create and read permissions except administrative permissions.
    • Write/Create/Manage Locks — All write/create permissions and permissions to manage field-level locks.
  3. To choose to see all active or inactive permission sets, you can adjust this using the dropdown at the top left; click the box to choose your view option of either Active or All permission sets: Active_or_All.jpg

Adding Permissions Sets

If the default permissions aren't sufficient and you need to further customize or add additional permission sets, you can do so by following the instructions below:

  1. From the Management Console, navigate to the Employees. Choose Permissions, then  Management Console Permissions: 1.png
  2. Click + Add, and choose the option to Add New Administrator Permission Set: 4.jpg
  3. Enter a Permission Set Name; use this to help you identify the permission set later on. For example, you might have a Supervisor Permission, Accountant Permission, etc. Also, indicate if the Permission Set should be Active. Only Active permission sets can be assigned to administrators: 5.jpg
  4. Next, you'll need to choose which Permission Tokens to enable. Permission tokens represent the pages, sub-pages, individual fields, and special actions in your Management Console that you can assign to administrators. You can grant access to an entire Tab on the Management Console or just certain features of a tab. Using the left panel, check any fields you would like to display on the right: 3.jpg
  5. Once the Permission Tokens are selected, they will appear on the right for you to indicate the level of access for each individual permission:6.jpg
    • None — Users have no access permissions for any pages or fields.
    • Read/View — Users have read/view only permissions.
    • Write/Edit — Users have permissions to change (write/edit) existing objects.
    • Create — Users have permissions to create new objects.
    • Lock/unlock — Users can lock or unlock individual products, fields, and actions. Locking prevents any actions like create or write. Users with lock permissions can edit and create locked objects at the establishment level. Users without lock permissions cannot edit locked objects at the establishment level, even if they have edit and create rights.
  6. In addition to the Permissions, you can also assign permissions in full or partial segments. For example, if you want a permission set to have read only access for all permissions under Products, you can choose the Read ALL option at the top, which will make everything under the Products tab visible to users with that permission set. Or you can grant partial access to a permission set by simply picking and choosing which items are visible and the level of access that a permission set has: 7.jpg
  7. When finished, click Save.
NOTE: When a new Administrator Permission Set is created, it shows on all establishments, and any changes made to the permissions in that Permission Set also change in all other establishments.

How to Copy Permission Sets

If you have two permission sets that will be similar and one is already completed, you can copy permission sets to make this easier for you. Then, once a permission set is duplicated, you make any additional edits to the permission set. To copy a Permission Set:

  1. From the Management Console, navigate to the Employees. Choose Permissions, then  Management Console Permissions: 1.png
  2. Next to the Permission Set that you want to copy, click on the  icon.
  3. The system will automatically duplicate the Permission set and label it as a Copy of...Click on the icon to edit the Permission Set by giving it a new name and adjusting any available permissions: 8.jpg
  4. Make any necessary changes to the Permission Set and click Save when finished.

Editing Permission Sets

Once a Permission Set is created, you can easily edit it should you want to adjust permissions. To do so:

  1. From the Management Console, navigate to the Employees. Choose Permissions, then  Management Console Permissions: 1.png
  2. You will see a list of all your Permission Sets. Click on the icon to edit the Permission Set by giving it a new name and adjusting any available permissions: 9.jpg
  3. Make any necessary changes to the Permission Set and click Save when finished.

Turning Off Administrator Permissions

You can turn off Administrator Permissions, if you do not need them. For example, if you are the only person running the business, you might not need Administrator Permissions. To turn off permissions, contact Revel Support.


Adding Employees

Once your Roles and Permissions are set up, you can start to add your employees to the system. To learn more how to do this, please review Creating Employees.


Editing Employees Roles and Wages

After an employee is initially added to the system,  you can update their role, assign additional roles, and edit wages at any time. To add additional roles for an employee or edit their hourly wages:

  1. In the Management Console ([yoursubdomain].revelup.com), navigate to the Employees tab. Locate the employee that you're editing and click the pencil icon to the far right of the employee's name.
  2. In the next page, uncheck Employee Info and Administrative Permissions from the left side menu so the only section you see is Roles & Wages.
  3. Here, you'll see the initial role and wage you assigned to this employee. To change the current role, click the Role drop-down box and select the proper role.
  4. Enter an hourly wage or leave it as 0 if the employee is exempt:
  5. Click Save in the top right corner.

Adding an Additional Employee Role and Wage

If you want to assign an additional role to an employee:

  1. In the Management Console, navigate to the Employees tab. Locate the employee that you're editing and click the pencil icon to the far right of the employee's name.
  2. In the next page, uncheck Employee Info and Administrative Permissions from the left side menu so the only section you see is Roles & Wages.
  3. From the right side of the page, click +Add Role.
  4. Click the Choose Role box and select the desired role. Enter the hourly wage for this role if applicable:
  5. Once you're done assigning all relevant roles and wages to the employee, click Save.

Assigning Administrator Permission Sets 

After you have created your permission sets, the next step is to assign them to specific employees. To assign a permission set to an employee:

  1. In the Management Console, click the Employees tab.
  2. Next, locate a specific employee and click the pencil icon to the far right of the employee's name:
  3. Scroll to the Administrative Permissions section.  Create a username for the employee. This is the username they will use to login to your Revel URL. The username needs to be unique for each employee and it is case sensitive, so if it contains a capital letter, the username will need to be capitalized upon every login.
  4. Next, enter the employee's email address.
  5. Check the EMS Access box if you have multiple establishments and would like the employee to have EMS management capabilities.
  6. Create a password for the employee. This is the password they'll enter every time they log into the Management Console.
  7. When you have filled out all fields, click Save.
  8. After saving, the screen will take you back to the main Employees page. From here, click the action icon for the same employee.
  9. Navigate back to the Administrative Permissions section and choose Manage Establishment Access:ManageEst.jpg
  10. Depending on how many establishments that you have and want to grant access for this particular employee, follow one of the steps below:
    • For single locations, click the Administrator Permissions drop-down box. Select the correct set for the employee. The Update Access box will automatically check when a set is added or changed:
    • For multiple locations using EMS: If you have multiple establishments and want to grant permission to this employee for multiple locations, you will need to navigate to the global level of your account. To do so, click the existing establishment name at the top. Once you do, a window will open on the left showing all your establishments. Choose the top folder for your Global EMS Folder: global.jpg Once on the global level, navigate to Employees (if not already there) and click the action/pencil icon next to the employee you'd like to manage. Scroll down to the Administrative Permissions section and choose the Manage Establishment Access option:ManageEst.jpg Next, you'll see all establishments listed with your Administrator Permissions in a dropdown. Select the appropriate permission and check the Update Access checkbox to assign that permission for a particular or multiple establishments. If the permissions are different across establishments, you will need to save the page after your first selection, then choose the next permission set for the next location and so on: AdminPerms.jpg NOTE: If you do not see your desired location listed, click on the +Add Establishment Option. This will open a window for you to select other establishments to copy the employee. Use the checkboxes to select the desired locations and Save. Once you save, these locations will show in the Administrative Permissions list for you to select their level of access: addest.jpg
  11. Click Save. Once the changes are complete, you'll see a Saved Successfully! notification appear in a green bar.
  12. Lastly, be sure to give your administrators their login and password information so they can login and use the Management Console.
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