¶ User
A user within RevCent is a sub-user of a main RevCent account. A user account can be created as a Manager with administrative permissions, or an Employee with specific permissions and visibility restrictions.
¶ View Users
View all users by clicking the Users link on the sidebar in the Organizations dropdown or go to https://revcent.com/user/users
¶ Create or Edit A User
Create a new user by clicking the Create New User button when viewing all users or go to https://revcent.com/user/new-user
Edit an existing user by clicking the edit button when viewing all users.
¶ User Details
¶ Username
Set a username for the user. This must be unique.
¶ Password
Set a password for the user
Set an email for the user. This must be unique.
¶ First Name
Set the first name for the user.
¶ Last Name
Set the last name for the user.
¶ Status
Set the status for the user.
¶ User Type
Select the user type. Depending on user type, permissions need to be set or are granted automatically.
Options:
- Manager: A manager account (sub-admin) will be able to perform all actions the main account holder can, except the following: Create or modify API accounts. Create or modify another manager.
- Employee: An employee account must have visibility and permissions set by the account holder.
¶ Organization
Assign the user to one or more existing organizations. Applicable to Employee user type only.
¶ User Visibility (Employee Only)
The employee user has visibility restrictions that can be put in place to separate concerns. Manage multiple businesses and separate employee per business.
¶ Business Metrics
Allow the user to view business metrics, i.e. revenue, profits, etc.
¶ Custom Dashboard
Allow the user to have a custom dashboard to view reports, create charts, etc. Requires Business Metrics to be enabled.
¶ Payment Processors
Allow the user to view, not modify, payment processors including credit cards gateways, PayPal accounts, etc.
¶ AdWords
Allow the user to view Google AdWords data including accounts, costs, etc.
¶ User Permissions (Employee Only)
Specific permissions can be assigned to a user. These permissions include visibility, creation and modification privileges.