How do I create a new user for Revel?
You will notice on our "Client Set Up" Form that we ask for you to create a user account for our us within the back-end of Revel.
Creating a separate user account for us ensures that your privacy and security is protected, whilst allowing us access to perform acceptance testing once the synchronization is complete.
Please follow the steps below to create a role for DSYNC.
The details you will be using for this new role (first name, last name, email) will be mentioned in the "Client Set Up" Form.
Instructions to create employee:
To add an employee
To add an employee, login to the Management Console and click on the Employees tab. Locate and click on Add Employee. In the following window, fill out the information for the new employee. Note that the following fields are required:
First Name – the Employee’s first name
Last Name – the Employee’s last name
Pin – the unique 4-digit PIN that the employee will use to login to the iPad
Employee Start – the first day the employee can have access to the system
Initial Role – the role that the employee will be assigned
Email – this is required only if a client wants to use the scheduling system on Revel’s Management Console.
FIELDS REQUIRED FOR DSYNC:
Please continue to scroll down to "Administrative Permissions" and fill out login details for DSYNC.
Once all the fields have been filled out, click Create.
Further permissions required for DSYNC
** PLEASE ENSURE THE BELOW SETTINGS ARE ACCURATELY SET **
Otherwise DSYNC will not be able to run tests for your integration.
Instructions from Revel