¶ 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.
¶ 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.
¶ Employee Permissions
Specific permissions can be assigned to an employee user. Permissions are listed below, each per row, indicating the permission type and method. Each can be enabled or disabled when modifying an employee user.
| Type | Method |
|---|---|
| api_call | retrieve |
| campaign | create |
| campaign | delete |
| campaign | edit |
| campaign | retrieve |
| chargeback | create |
| chargeback | edit |
| chargeback | retrieve |
| check_direct | retrieve |
| coupon | create |
| coupon | delete |
| coupon | edit |
| coupon | retrieve |
| coupon | validate |
| coupon_profile | create |
| coupon_profile | delete |
| coupon_profile | edit |
| coupon_profile | retrieve |
| customer | add_card |
| customer | create |
| customer | edit |
| customer | retrieve |
| customer_card | delete |
| customer_card | retrieve |
| discount | retrieve |
| fraud_detection | create |
| fraud_detection | edit |
| fraud_detection | retrieve |
| fraud_detection_request | retrieve |
| hosted_endpoint | create |
| hosted_endpoint | delete |
| hosted_endpoint | edit |
| hosted_endpoint | retrieve |
| hosted_link | create |
| hosted_link | delete |
| hosted_link | edit |
| hosted_link | retrieve |
| hosted_page | create |
| hosted_page | delete |
| hosted_page | edit |
| hosted_page | retrieve |
| hosted_page_template | create |
| hosted_page_template | delete |
| hosted_page_template | edit |
| hosted_page_template | retrieve |
| image | upload |
| invoice | create |
| invoice | retrieve |
| invoice_profile | create |
| invoice_profile | delete |
| invoice_profile | edit |
| invoice_profile | retrieve |
| license_key | create |
| license_key | delete |
| license_key | enable |
| license_key | expire |
| license_key | retrieve |
| license_key | retrieve_value |
| license_key_profile | create |
| license_key_profile | delete |
| license_key_profile | enable |
| license_key_profile | retrieve |
| offline_payment | retrieve |
| payment_profile | create |
| payment_profile | delete |
| payment_profile | edit |
| payment_profile | retrieve |
| paypal_dispute | retrieve |
| paypal_transaction | retrieve |
| pending_refund | retrieve |
| pending_sale_profile | create |
| pending_sale_profile | delete |
| pending_sale_profile | edit |
| pending_sale_profile | retrieve |
| product | create |
| product | delete |
| product | edit |
| product | retrieve |
| product_sale | refund |
| product_sale | retrieve |
| query | retrieve |
| quota_account | credit |
| quota_account | debit |
| quota_account | edit |
| quota_account | retrieve |
| quota_account_ledger_entry | retrieve |
| quota_unit | create |
| quota_unit | delete |
| quota_unit | edit |
| quota_unit | retrieve |
| quota_unit_group | create |
| quota_unit_group | delete |
| quota_unit_group | edit |
| quota_unit_group | retrieve |
| revenue | retrieve |
| sale | create |
| sale | estimate |
| sale | retrieve |
| sale | void |
| salvage_transaction | process |
| salvage_transaction | retrieve |
| shipping | capture |
| shipping | edit |
| shipping | estimate |
| shipping | refund |
| shipping | retrieve |
| smtp_message | retrieve |
| subscription | edit |
| subscription | estimate |
| subscription | refund_transaction |
| subscription | renew |
| subscription | retrieve |
| subscription_profile | create |
| subscription_profile | delete |
| subscription_profile | edit |
| subscription_profile | retrieve |
| subscription_renewal | refund |
| subscription_renewal | retrieve |
| tax | capture |
| tax | estimate |
| tax | refund |
| tax | retrieve |
| transaction | create_refund |
| transaction | retrieve |
| trial | cancel |
| trial | estimate |
| trial | expire |
| trial | extend |
| trial | retrieve |
| trial | shorten |
| upsell_profile | create |
| upsell_profile | delete |
| upsell_profile | edit |
| upsell_profile | retrieve |
| usage_account | edit |
| usage_account | retrieve |
| usage_account_invoice | charge |
| usage_account_invoice | edit |
| usage_account_invoice | refund |
| usage_account_invoice | retrieve |
| usage_item | create_entry |
| usage_item | edit |
| usage_item | retrieve |
| usage_item_entry | edit |
| usage_item_entry | retrieve |
| usage_item_invoice | edit |
| usage_item_invoice | retrieve |
| usage_profile | create |
| usage_profile | delete |
| usage_profile | edit |
| usage_profile | retrieve |