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Administrator Permissions

By Douglas | Updated

Overview

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.


Contents


Getting Started

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. 

To view Permissions Sets: 

  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
NOTEWhen 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  copy_permissions_set_icon.png 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.

Giving Users Access and Assigning Permissions

In order to allow employees to login with the Permissions Sets you've created previously, they must first be given credentials to login. Then, you can choose their level of access to the Management Console. This is done at the Employee Level so that you can choose the level of access for each individual employee. If the employee has already been added to Revel, you can edit their permissions using the steps below:

  1. From the Management Console, navigate to Employees and click the icon next to the employee whose permissions you'd like to edit: 10.jpg
  2. Scroll down to the Administrative Permissions section. Here, if you haven't done so already, you'll need to create a username, input the users email address, create a password, etc. Notice, the EMS access permission, which will allow the user to access EMS functionalities across multiple establishments:11.jpg
  3. Be sure to SAVE this information in order to proceed to Manage Establishment Access; otherwise, your credentials for the employee will NOT save and you will have to reenter them.
  4. After your employee's credentials are Saved, click on Manage Establishment Access:12.jpg
  5. From the Administrative Permissions drop-down list, select the administrative permission set you want to assign to the employee:13.jpg
  6. On the Establishment Access list, check the establishments to which you want to give the employee access:
    14.jpg
  7. 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.


Have more questions? Submit a request

Administrator Permissions

By Douglas | Updated

Follow

Overview

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.


Contents


Getting Started

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. 

To view Permissions Sets: 

  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
NOTEWhen 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  copy_permissions_set_icon.png 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.

Giving Users Access and Assigning Permissions

In order to allow employees to login with the Permissions Sets you've created previously, they must first be given credentials to login. Then, you can choose their level of access to the Management Console. This is done at the Employee Level so that you can choose the level of access for each individual employee. If the employee has already been added to Revel, you can edit their permissions using the steps below:

  1. From the Management Console, navigate to Employees and click the icon next to the employee whose permissions you'd like to edit: 10.jpg
  2. Scroll down to the Administrative Permissions section. Here, if you haven't done so already, you'll need to create a username, input the users email address, create a password, etc. Notice, the EMS access permission, which will allow the user to access EMS functionalities across multiple establishments:11.jpg
  3. Be sure to SAVE this information in order to proceed to Manage Establishment Access; otherwise, your credentials for the employee will NOT save and you will have to reenter them.
  4. After your employee's credentials are Saved, click on Manage Establishment Access:12.jpg
  5. From the Administrative Permissions drop-down list, select the administrative permission set you want to assign to the employee:13.jpg
  6. On the Establishment Access list, check the establishments to which you want to give the employee access:
    14.jpg
  7. 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.

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