Administrator Permissions

By Douglas

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Contents

Introduction

In the Management Console and Enterprise Management System (EMS), administrators can assign users permissions Permissions define a user's access rights and the tasks that he or she can perform.

Permissions

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 see reports while granting other users rights to edit products.

Permission Sets

To access and configure permission set for the Management Console, navigate to the Employees > Permissions > Management Console Permissions page. The Management Console comes with the following preconfigured administrator 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.

The image below displays the main Management Console Administrative Permissions page.

Administrator Permission Sets, Main List

admin_permissions_Set_main_list.png

To view all permission sets, including inactive ones, uncheck Show Active Only.

Permission Tokens

Permission tokens represent the pages, sub-pages, individual fields, and special actions in your Management Console.

Administrative Permissions Tokens

permission_sets_tokens.png

Permission Levels

The Management Console supports the following permission levels, which administrators can assign against permission tokens:

  • 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.

Administrative Permissions, Expanded Tokens, Permission Levels

permission_set_levels.png

Full and Partial Permissions

You can assign full and partial permissions. Full permissions allow you to assign read/write/ create/lock against every field or action on a page or sub-page. Partial permissions control access to full pages or sub-pages. Read or write permissions both give full access to the page while none prevents the user from viewing the page.

You can assign full permissions on the following pages and sub-pages:

  • Reports
  • Products
  • Employees
  • Schedules
  • CRM
  • Navigation, which corresponds to the establishment hierarchy tree. You can assign partial permissions on the following pages and sub-pages:
  • Overview, which is the front page that contains recent sales information
  • Reservations
  • Settings
  • Inventory

Adding Permissions Sets

  1. On The Management Console, navigate to Employees > Permissions > Management Console Permissions.
  2. On the Administrator Permission Sets page, click + Add / Add New Administrator Permission Set.
  3. Type a name for the permission set in the Permission Set Name field.
  4. From the Select Permission Tokens list, select one or more permission pages, sub-pages, and individual fields.
  5. Assign permissions by choosing from the following options:
    • None
    • Read
    • Write
    • Create
    • Lock/Unlock
  6. Click Save when you are done.

Copy Permission Sets

  1. On the Management Console, navigate to Employees > Permissions > Management Console Permissions.
  2. To copy a permission set, click the copy copy_permissions_set_icon.png icon next to a permission set.
  3. Give the new set a name and click Save.

Editing Permission Sets

  1. On the Management Console, navigate to Employees > Permissions > Management Console Permissions.
  2. To copy a permission set, click the edit permission_set_edit_icon.png icon next to a permission set.
  3. From the Select Permission Tokens list, select one or more permission pages, sub-pages, and individual fields.
  4. Assign permissions by choosing from the following options:
    • None
    • Read
    • Write
    • Create
    • Lock/Unlock
  5. Click Save when you are done.

Form More information see "Permission Levels".

Giving Users Access and Permissions

Administrators can give users access and permissions to establishments by navigating to the Employees > Employee Details page for the desired employee. The "Administrative Permissions" section allows you to assign EMS access to the employee, and change log in credentials. To assign a configured permissions set to the employee, and give that employee access to other establishment, click the "Manage Establishment Access" link, highlighted in the image below.

Employee Details Page, Admin Permissions

employee_details_manage_establishment_access.png

To add a permission set or establishment to the employee:

  1. From the Administrative Permissions drop-down list, select the administrative permission set you want to assign to the employee.
  2. On the Establishment Access list, check the establishments to which you want to give the employee access.
  3. At the top right of the employee’s information page, click the save icon.

Adding Permission Sets to Employees

add_permission_set_to_employee.png

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 a Revel Systems system administrator at 1.415.744.1433, extension 2 or http://support.revelsystems.com.



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