Note: This article refers to features in version 2.59, which you may not be using yet. Here's how software updates work with Revel:
- Your Management Console will automatically upgrade to the newest version in mid-March. No action is required!
- Your new Revel Point of Sale app will be available shortly after that. Once it's available, head here for update instructions.
- For a complete overview of how releases work at Revel, head here.
Revel 2.59 introduced rank as part of its permissions functionality. Rank is a number that lets you create a hierarchy of permissions and users. This rank lets employees view and manage only the permissions they have access to at their rank, or those of lower-numbered ranks. Separate ranks exist for Management Console and Point of Sale permission sets.
A higher rank lets users create and edit users of lower ranks. For example, you may have owners, general managers, section managers, and cashiers in your business. Owners shouldn't have to set up every new employee, especially if your business has many employees or high turnover.
Let's say you're using the following rank hierarchy:
- Owner: 100
- General Manager: 90
- Section Manager: 80
- Cashier: 50
In this example, the permission sets' ranks allow a general manager to set up section managers and cashiers. Section managers can set up cashiers. However, cashiers cannot set up other cashiers or section managers, as the cashier's rank is lower. A section manager can't create a general manager or owner, as the section manager's rank is lower. Your employees can manage employees of lower ranks but not of higher ranks.
You can set a rank by creating or editing a permission set or role, then attaching it to an employee. Learn more at the Employees Roles and Permissions Guide.
- What's the difference between Management Console and POS ranks?
- How are ranks calculated?
- Do I have to use custom ranks for my permission sets?
- What happens to my existing permissions and roles?
- How can I create and manage employees on the point of sale without having a POS role?
- Why can't I see a rank?
- Why can't I see an employee or their details in the Management Console?
- Why can't I see a permission?
- Why can't I see a permission set?
What's the difference between Management Console and POS ranks?
Management Console ranks apply to administrative permission sets and apply to the Management Console only. POS ranks apply to the point of sale. These two ranks do not affect each other.
How are ranks calculated?
Management Console and Point of Sale ranks are calculated at the individual establishment level. If an employee can access multiple establishments, they will have different ranks for each.
For EMS, an employee's Management Console rank is calculated from the base establishment.
An employee's Point of Sale rank displays when editing the employee in the Management Console. If an employee has multiple roles, the highest rank of all their roles is displayed.
An employee's Management Console rank displays when editing the employee on the Management Console. If an employee has access to multiple establishments, you will see their rank at each one.
What happens to my existing permissions and roles?
If you started using Revel before version 2.59, we've migrated your existing permission sets and POS roles with a rank of 100, which leaves them unchanged. You can continue to use them exactly the way you do today.
If you edit an existing permission set or POS role in version 2.59 or later, you may set a higher or lower rank (or assign this permission to other permission sets) if you have the All Permissions (Including Admin Permissions) permission set.
Do I have to use custom ranks for my permission sets?
If you started using Revel on or after version 2.59, we've set default ranks to your default permission sets as follows:
- Management Console Permissions
- All Permissions (Including Admin Permissions): 700
- Write/Create/Manage Locks: 600
- Write/Create All: 100
- Read All: 50
- Point of Sale Permissions
- Owner: 700
- Manager: 600
- Employee/Sales Employee: 100
- Employee: 50
You do not need to actively manage ranks, and Revel will let you assign employees to the default roles and permission sets as you wish.
If you want to create new permission sets or roles, you may assign the rank of your choice. The Management Console's All Permissions (Including Admin Permissions) set includes rank editing by default.
How can I create and manage employees on the point of sale without having a POS role?
You can create a permission set with the permission "Manage Roles without POS Role Rank". Learn more about managing roles without having a POS role yourself.
Why can't I see a rank?
If you see ACCESS DENIED instead of an employee rank, your permission set does not include rank viewing.
Why can't I see an employee or their details in the Management Console?
The ranking system allows you to view only employees of an equal or lower Management Console rank than your own.
If your existing permission sets were migrated to Revel 2.59, then all your Management Console and Point of Sale permission set ranks will have rank 100. This means any employee will be able to view all employees, provided they have permission to view employees in their permission set.
If all the permission sets are of the same rank, then you can still view all the employees in your establishment, provided that your permission set lets you view employees.
Why can't I see a permission?
Individual permissions for the Management Console and Point of Sale also have rank. The rank for an individual permission is the lowest rank of all the permission sets that contain that permission, and is calculated at the establishment level.
For example, if a permission is included in a permission set with rank 100 and a permission set with rank 150, then the permission will have rank 100. In this example, your rank must be 100 or higher to view that permission.
Why can't I see a permission set?
Because Management Console and Point of Sale permission sets have ranks, the only permissions sets viewable to you are only of rank less than or equal to your own.