Revest enables advanced user and role management to ensure secure, customized access based on each user's job functions. All permissions and users are managed through the Back Office, and changes reflect instantly across the POS interface and other management apps. This guide is divided into three main sections: Roles, Data Roles, and Users.

1. Creating and Managing Roles

"Roles" define the features and modules a user can access and interact with (e.g., read, edit, create, delete).

Steps to create a new role

  1. From the Back Office side menu, navigate to Users and Roles, then select Roles.
  2. Click the Add New Role button.
  3. Enter the Role Name (e.g., Cashier, Store Manager, System Admin).
  4. Select the Permission Type from the available options:
    1. All: Grants access to all Revest apps (POS, Back Office, Manager App).
    2. POS: Restricts access to the POS interface only.
    3. BO: Restricts access to the Back Office dashboard only.
  5. One Step workflow: Restricts access to modules related to approvals and workflows.
  6. Based on the selected type, a list of modules will appear. Enable or disable permissions:
    1. In POS: Use "Allow" to enable specific actions (e.g., applying discounts, processing returns).
    2. In BO: Define the access level for each module (Read, Edit, Create, Delete).
  7. (Optional) You can assign users to this role directly by clicking Assign Users and selecting them from the pop-up window.
  8. Click Save to create the role.

2. Creating and Managing Data Roles

Data roles define the spatial or hierarchical access scope (e.g., restricting a user to view data for a specific region or a single store). This primarily applies to Back Office users.

Steps to create a data role

  1. Navigate to Users and Roles, then select Data Roles / Region Approval Structure.
  2. Click Add New.
  3. In the creation form, enter the following:
    1. Role Name.
    2. Alt. Name (Optional).
    3. Status: Ensure it is set to "Active".
  4. In the Condition Criteria section, select the required access level from the dropdown menus: You can restrict access at the level of: Company, Legal Entity, Region, Store, or Terminal.
  5. Click the (+) icon to add multiple conditions.
  6. Click Save.

3. Creating a New User and Assigning Permissions

After setting up Roles and Data Roles, you can create users and link them so they can log in.

Steps to add a user

  1. Navigate to Users and Roles, then select Users.
  2. Click Add New.
  3. In the Profile tab:
    1. Enter the basic details: First Name, Last Name, Email, and Mobile Number (Email and mobile number are unique identifiers and cannot be duplicated).
    2. You can enable Two-Factor Authentication for added login security.
  4. In the Advance tab:
    1. Role: Select the role you previously created (this determines the system features available to them).
    2. Data Role: Select the spatial access scope for their data.
    3. Stores & Terminals: Define which stores or POS devices this user is allowed to log into (specific to POS users).
    4. Sales Assistant: Enable this option only if the user is a sales employee, so their name appears in the seller list during POS transactions.
  5. Click Save.

The user will receive an email containing their initial login credentials and a link to set their password.

Important Notes on Permissions

  • If a user is not granted access to the POS system within their "Role" settings, they will not be able to log into the interface, even if they are assigned to a specific store.
  • Updates made to Data Roles reflect immediately when the user logs out and logs back in. The system also updates them automatically on a periodic basis or when navigating between modules.
  • Administrators can edit or deactivate (Inactive) user accounts at any time from the Users list to prevent them from accessing the system.