A user within RevCent is a sub-user of a main RevCent account. A user account can be created as an Administrator with administrative permissions, a Supervisor with specific permissions and ability restrictions within an organization, or an Employee with specific permissions within an organization.

Hierarchy

Capabilities

Organization requirement and permissions are determined by the user type. Supervisors and employees are required to be within an organization.

User Type	Organization	Permissions
Account Owner	No	All
Administrator	No	Can: All core account functionality and permissions except those listed. Create or modify supervisor users within any organization. Create or modify employee users within any organization. Cannot: Create or modify Administrator user accounts. Create or modify API accounts.
Supervisor	Yes. User must be placed in an organization(s).	Can: Permissions explicitly set when adding or modifying a supervisor user. Create or modify employee users within own organization(s). Dependent on supervisor settings. Cannot: Create or modify Administrator or Supervisor user accounts. Create or modify API accounts.
Employee	Yes. User must be placed in an organization(s).	Can: Permissions explicitly set when adding or modifying an employee user. Cannot: Create or modify any user accounts. Create or modify API accounts.

Customer Notes

All users have the ability to create notes for a customer and specific entities related to a customer. For example, when viewing a sale details page, you can create a note for a sale that will simultaneously attach the note to the customer related to the sale. This allows you to view all notes for a customer and related entities from any page that is specific to the customer.

Click the blue button at the bottom right of the page to view/create customer note(s).

View Customer Notes

View customer notes when on a customers’ detail page, or a details page of an entity related to a customer.

1. Click the blue note button on the bottom right corner of the page.
2. The customer notes window will appear.
3. View all notes related to the customer.
4. Each note will indicate the user, date, time and specific page the note was created.

Create A Customer Note

Create a note on a details page for a customer or an entity related to a customer.

1. Click the blue note button on the bottom right corner of the page.
2. The customer notes window will appear.
3. Enter the note you wish to create.
4. Click the blue Add Note button.
5. The note will be attached to the related entity you are viewing, as well as the customer.

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.

Details

Username

Set a username for the user. This must be unique.

Password

Set a password for the user

Email

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:

• Administrator: An administrator account will be able to perform all actions the main account holder can, except the following: Create or modify API accounts. Create or modify another administrator. An administrator account is not assigned any organization(s).
• Supervisor: A supervisor account must be assigned to an organization(s), with abilities and permissions set by the account creator. Employee account creation and employee account modification abilities are optional and can be set by the account holder or administrator(s).
• Employee: An employee account must be assigned to an organization(s), with permissions set by the account creator.

Organization

Assign the user to one or more existing organizations. Required for Supervisor and Employee user types.

Abilities

Ability restrictions can be put in place for a supervisor or employee user. Employee users are only giving the ability to view list pages. Employee users cannot have access to AdWords nor create or modify accounts.

View List Pages

Allow the user to view list pages, i.e. all sales page, all customers page, etc. If disabled, user will need to search for an entity and will only be able to view individual entity details. Supervisor or employee user.

Create Employee Accounts

Allow the user to create employee accounts within their respective organization(s). Supervisor user only.

Modify Employee Accounts

Allow the user to modify employee accounts within their respective organization(s). Supervisor user only. important: This includes changing employee account passwords and deleting employee accounts.

Google AdWords

Allow the user to view Google AdWords data including accounts, costs, etc. Supervisor user only.

Activity

You can view the logged in activity for a specific user, showing what the user has done within the RevCent web app. Activity includes page visits, searches, actions and notes. You have the ability to filter by date range, allowing you to see activity during a given time period.

Permissions

Specific permissions can be assigned to a supervisor or employee user. Permissions are listed below, each per row, indicating the permission type and method. Each can be enabled or disabled when modifying the supervisor or 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
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
note	create
offline_payment	retrieve
payment_profile	create
payment_profile	delete
payment_profile	edit
payment_profile	retrieve
paypal_dispute	retrieve
paypal_transaction	retrieve
pending_refund	retrieve
product	create
product	delete
product	edit
product	retrieve
product_sale	refund
product_sale	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