Permissions determine which actions each employee can perform in the app. Create permission groups by role (for example, floor staff, manager or cashier) and assign them to the relevant employees.
We recommend applying the principle of least privilege: turn on only the permissions strictly needed for each role. Permissions related to closings, payments, voids and unlocks should be reserved for people in charge.
Management
Check the permission groups
Review which groups exist, how many permissions each one has and what you can do with them.
Filters and searches the existing permission groups.
Actions
Deletes one or more selected permission groups.
Name
Name that identifies the permission group.
App permissions
Shows how many active permissions the group contains (for example, 13 of 43).
Edit / Delete
Icons to edit or delete the permission group.
Management
Create a group for each role
Name the group and turn on only the permissions that role needs.
2How to create a new permission group
Press the + New button and enter a Name that lets you easily identify the role (for example: "Terrace waiters" or "Managers").
Field
Description
Name
Enter a descriptive name to identify the permission group.
Next, turn on the permissions listed in the different sections of the configuration and press Save.
Permissions
Decide what each role can do
See what each permission allows, grouped by configuration section.
3Permission list
Order
Permission
Description
Reopen orders
Allows reopening an already closed order to correct it. When a closed order is reopened, the related payments are reversed through automatic refunds. The order stays open to apply changes and must be closed again. Useful for fixing invoicing errors.
Cancel orders
Allows cancelling an order from the quick actions. The system asks for a reason to record the incident, which can be reviewed later in the listings.
Return orders
Gives access to returning orders. Use it when you need to reverse a completed sale according to the venue's procedure.
Edit products sent to preparation
Allows editing products of an order that have already been sent to preparation or printed. Useful for correcting a note, quantity or option requested by the customer after the ticket has been sent.
Delete products sent to preparation
Allows deleting products that have already been sent to the kitchen and/or KDS. Without this option, the employee cannot remove those lines from the order and must follow the cancellation process set for the whole order.
Void products with the bill printed
Allows voiding products from an order after the bill has been printed. If the order settings require it, the app will ask for a reason. Voids can be reviewed in the listings.
Apply discounts
Allows using predefined discounts, both general and on specific products. Assign this permission when the employee needs to apply previously configured promotions or discounts.
Apply custom discounts
Allows creating and applying manual discounts, general or on specific products, while taking the order. These discounts are one-off and are not saved as reusable options. For a permanent discount, set it up beforehand in the back-office (see article).
Warning: Because it directly affects the final price, reserve it for people in charge.
Access orders from previous days
Gives access to opening orders from previous days and performing the authorised actions on them. Assign it only to profiles that need to handle incidents or reviews after the daily closing.
Reprint ticket
Allows reprinting the ticket on the printers linked to the order's products. Useful when a print was not received correctly or a new copy is needed for preparation.
Mark as printed
Allows manually marking items as already printed in the kitchen. Use it when preparation was handled outside the usual printing flow and you need to update the item status in the order.
Cash control
Permission
Description
Charge orders
Gives access to the payment action to complete an order with the available payment methods. Without it, the employee can take orders but cannot complete them with a payment.
Cancelled payments
Allows using the "Cancelled" payment method. Use it only when the internal procedure requires recording the payment with that status.
Void payments
Allows voiding payments from the order history. The action asks for a reason, is recorded in the order activity and can be reviewed in the listings.
Warning: It should be reserved for people in charge, as it affects payments that have already been recorded.
Access Listings
Gives access to viewing and printing the Z report and the daily summary from the app. Assign this option to employees who need to check closings and summary information about operations.
Access inventory
Allows the employee to access the Stock app (see article). Note that it does not replace the specific permissions configured within the inventory functions.
Cash in/Cash out
Allows recording cash in and cash out from cash control. Useful for documenting cash taken out to pay a supplier or cash added as change, always following the venue's procedure.
Cash control
Gives access to cash control to open and close shifts, check the cash count and print the Z report and other available reports. A suitable permission for shift or cash managers.
Print general Z report
Allows printing the Z report for all the tills configured in the account. This is different from the usual access to the reports of a specific till or shift; assign it to profiles with overall cash responsibility.
Change payment method
Allows changing the payment method of an invoice when it needs to be corrected. The administrator sets the level of control as Never, Always or Only in the current shift.
Proforma invoices
Allows printing proforma invoices. Use it to give the customer a document before payment or a detailed bill before completing the sale.
Order actions
Permission
Description
Rename table
Allows changing the displayed name of a table from the order. It can be used to temporarily identify a table, an area or a customer when operations require it.
Scan QR code
Allows scanning products from a QR code. This action enables product code scanning exclusively for the Balance Codes integration. It is not meant for freely adding any product to an order without that integration.
Settings
Permission
Description
Device preferences
Gives access to the device preferences from the app. The changes available in the settings section may be limited by the complementary permission Sections.
Sections
Defines which parts of the device preferences the employee can change. Use it to give access only to the necessary areas and avoid unwanted changes to the technical configuration.
Change preferences profile
Allows changing the device's preferences profile from the app menu. Useful when the same device needs different configurations depending on the service, area or way of working.
Log out
Gives the option to log out of the account in the app. Assign this access when the employee needs to be able to end the device session or switch user through the usual flow.
Access Integrations
Allows opening the integrations section from the app menu. The available options depend solely on the integrations configured for the account.
Switch account
Allows switching between XEF accounts without logging out. Useful for authorised employees who work with more than one operating account.
Edit tables
Allows editing the table layout from the app. Assign it only to profiles that manage the floor layout, as changes can affect day-to-day operations.
Assign identifier to employee
Allows linking a new identifier to the employee. Limit this action to people in charge, as identifiers are used to securely recognise users during operations.
Create customers
Allows creating new customers from the app during operations. Useful when you need to register a customer's details without going to the back-office.
Deactivate products
Allows disabling products in XEF or SOLO, temporarily or permanently, from the order quick actions. Use it, for example, when a product sells out or should not be available.
Activate products
Allows reactivating products in XEF or SOLO from the order quick actions. Useful for restoring the availability of a product that had been deactivated.
Edit sale price
Allows changing the sale price of products from the app.
Warning: It should be assigned carefully and only to trusted profiles, as it directly affects the final order amount and revenue.
Create optional modifiers
Allows creating optional modifiers from the app. Used when an extra option or note needs to be added to a product while taking the order.
Delivery
Permission
Description
Delivery
Gives access to the Delivery module. Assign this option to employees who handle home delivery orders or the actions available in that area.
Delivery driver
Allows the employee to use the delivery driver function in the Delivery module. Turn it on for profiles that carry out or directly manage deliveries.
Other
Permission
Description
Edit non-shared tables
Allows editing tables opened by other employees. Essential for people in charge who need to step into an order even if they did not open it.
Open cash drawer
Allows opening the cash drawer when printing a ticket. Assign it only to profiles that need to handle and process cash during service.
Force unlock
Allows unlocking an order held by another user. It is meant for exceptional incidents, such as a device with a dead battery, frozen or out of service.
Warning: Misuse can cause conflicts in operations or the loss of products and orders, so we recommend restricting it to administrators only.
Cash machine
Gives access to the cash machine settings. Assign it to employees responsible for operating or supervising that integration on the device.
Empty cash machine
Allows emptying the cash machine.
Warning: Because of its high impact on the cash handled, it should be reserved exclusively for authorised, fully trusted profiles.
Security
Keep permissions under control
Regularly review who has access to sensitive functions.
4Best practices
Regular review
We recommend regularly reviewing the configuration of your permission groups to make sure no employee keeps access to sensitive features (such as editing prices, voiding payments, emptying cash machines or forcing unlocks) if their role does not require it.
Contact your REVO distributor for assistance with technical issues, product questions, services, or support requests. Check the list of all official REVO distributors here: Distribution Network.
Support
Easily send your inquiries or report incidents from the application or the back-office using a support ticket.
