QuickBooks POS iPad: Setting up Employees

Every business has employees that fill several different roles. They can range from part-time to full-time, hourly versus salaried, front of house versus back of house, etc. To accommodate the variety in personnel, Revel Systems is able to discern between the various roles and assign specific wages to individual employees.




Adding 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.

Once all the fields have been filled out, click Create.


Employee Details


Once an employee has been created, click on the three-bar button to the right of the employee’s entry on the Employee screen. This is to add any additional information or adjust any existing information.

Employee Info

Clicking on the three-bar button will go to the Employee Info screen. This screen is mostly identical to the screen shown when creating an employee (the Initial Role appears in the next tab). If any edits are made, scroll down and hit Save.

Roles & Wages

To set or change an hourly wage for an employee, click on the Roles & Wages tab under the Employee’s details. Note that the hourly wage set here will be used to calculate the preliminary payroll (along with the Timesheet Rules) under the Schedules tab.


Once the wage has been set, click Confirm.

Web Access & Permissions

All employees have access to the iPad using the 4-digit code assigned to them. However, some businesses may want to grant some employees access to the Management Console. This usually applies to employees who need access to the business’s operations.

To grant an employee access to the Management Console, click on Web Access & Permissions under the Employee’s details and fill out the necessary fields.


  • Username – This is an automatically-generated field based on the Employee’s name. To update the username to something more easily remembered as long as it remains unique. Note that when signing in, the Username will be case-sensitive.
  • Password – Set the password that the user will use to log into the Management Console. This is also case-sensitive.
  • Email – The User’s email address. This will be required if the user forgets their password. It can be the same as the email listed for the employee above.

Once these fields have been filled, hit Save. Once saved successfully, click on the bottom of the screen where it says Show Web Access Permissions. This will populate a list of establishments, along with its respective tabs, that a client can enable employees access to.


NOTE: User access control system is Disabled – this is the default. If an employee is given access to the Management Console, they will be able to access all tabs. Clicking on Enable will restrict their access according to the boxes that have been checked off. Make sure to give yourself access to the establishment and all tabs before enabling User Access Control.



All roles currently actively in the establishment can be viewed by clicking on the Employees tab, followed by Roles.

Creating a New Role

To create a new Role, enter the name of the Role that is to be created in the blank name field. Then, select the Department that the Role belongs to, and then click the + button to add that role.




Role Permissions

Clients who are on builds older than 1510 will be required to assign Role Permissions to their Employees prior to upgrading in order to be able to login to the application and take transactions. Keep in mind that the new Role Permissions grants clients greater flexibility with restricting or allowing certain actions for employees according to their role. Recall that Revel Systems has four pre-set roles available for clients: Employee, Non-Sales Employee, Manager, and Owner. Create additional Roles by Creating a New Role.

To set these Role Permissions, click on the Employees tab on the Management Console, and click on Role Permissions.



On this screen, scroll down to the list of permissions, and check off the permissions that are to correspond with each role. Once the permissions have been set, click the Confirm button on the bottom of the screen.

If a certain Role Permission is unclear, hover over the question mark over the setting. This will populate a tip text which will provide a more detailed explanation as to what that Role Permission will or will not allow the employee to do.


Want this tutorial in PDF?

Employees Tutorial PDF

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