1. OVERVIEW
2. HOW TO CREATE A NEW PERMISSION
3. HOW TO ASSIGN A PERMISSION TO AN EMPLOYEE


To access the back office, you need a username and password.

These credentials are unique, so anyone with this information can log in. There is no connection limit, meaning several people can use the same username and password at the same time.

Like the permissions in the app, back-office permissions allow you to control access to various functions. This gives your staff access without sharing the main account’s password.

You can create as many permission groups as you need. Typically, permissions are created and assigned based on the employee’s role or position.


1. OVERVIEW

1. Log in to the back office of Revo XEF.

2. Go to Employees / BACK-OFFICE PERMISSIONS.



  • + New: Create a new permission.
  • : Search for permissions.
  • Actions: Delete one or more selected permissions.
  • : Select all or multiple permissions.
  • Name: Name of the permission.
  • App permissions: Indicates how many permissions are in this group. For example, the "Accounting" permission has 4 permissions out of a total of 23.
  • : Edit the permission.
  • : Delete the permission.

2. HOW TO CREATE A NEW PERMISSION

1. Click on + New and fill in the required information:




  • Name: Add a name to the permission to help identify it.

CONFIGURATION

  • Configuration: Allows access to the Configuration module.

  • Company: Allows access to the company section.

  • Printer: Allows access to the printers section.

  • Payment methods: Allows access to the payment methods section.

  • Product: Allows access to the products section.

  • Design: Allows access to the design section.

  • Room: Allows access to the rooms section.

  • Tables: Allows access to the tables section.

  • Cancellation policy: Allows access to the cancellation policies section.

  • Synchronise: Does not apply any action.


APP PERMISSION

  • Employees: Allows access to the Employees module.

  • App permissions: Allows access to the app permissions section.


RESERVATION

  • Service: Allows access to the services section.

REPORTS

  • Reports: Allows access to the Reports module.

  • Reservations: Allows access to the reservations section.

  • Customers: Allows access to the customers section.

  • Payments: Allows access to the payments section.


MODULE

  • Integration: Allows access to the Integrations module.

  • Payment gateways: Allows access to the payment gateways section.

  • Revo SLOT: Allows access to the Revo SLOT section.

Account

  • Account: Allows access to the Account module.

  • Password: Allows access to the passwords section.

  • Devices: Allows access to the devices section.


The types of permission you can grant are:

  • None: No permissions given.

  • View: Allow viewing only.

  • View + Active: Allow viewing and modifying active.

  • View + Active + Modify: Allow viewing, modifying active, and editing.

  • Full: Allow all permissions.


3. HOW TO ASSIGN A PERMISSION TO AN EMPLOYEE

Once you’ve created the profile in Back-Office Permissions, you need to select the employee to whom you want to assign the permission.

1. Go to Employees / EMPLOYEES.

2. Create a new employee or edit an existing one.

3. In the back-office section, create a username and password. Then, select the back-office permission you created from the drop-down menu.



4. Click Save.


For each employee to access their personalised page in the back-office, they must log in via the URL: revoflow.works. Then, they need to enter their username using the format: name@businessname and the assigned password.