Agent Staff will not automatically have access to the Agent’s Personal Cabinet. If the Agent wants an Agent Staff to have access to the Personal Cabinet, they will need to permission the Agent Staff for access.
Adding Staff to Personal Account
Login to Revver directly:
Once Logged in, switch to your Personal Account, on the right top corner of revver where it shows "NYL Corp" click the drop down, and on the "My Account" click on Switch
Within the "All Features Menu" under your "People" tab select "Users"
Create a new user by clicking on the 'Add User' button on the top right hand side of the screen:
Add User Information
Once 'Add User' is clicked, you will be taken to a new page where you can begin filling out the relevant user information. At the top, you should see two fields:
For the 'Login' field, enter the email address the user will use to log in to Revver. The 'Display Name' field is how the user will be displayed in the user list and other areas of Revver.Below the 'User Information' section you can find the 'Profile Information' section, where you can optionally select a profile to attach to the user that can contain other information relevant to the user. (Leave empty if wish)
Just further below that, the 'Security Policy' section will allow you to choose a security policy to attach to this user. (Leave Empty or ignore if no security policy needed)
From there you will create the user type. If you have Essential and Full licenses on your account, you can choose which license type they should have. If you just have full, you will select full:
The final section is the 'Enabled Features' section, where you can determine exactly what kind of permission you want to provide to this new user:
Once you're satisfied with the information you have entered, finalize the user creation by clicking on 'Create' at the bottom of the screen.
Remember, you can modify certain permissions for a user later if their roles or requirements change.
Adding Item Permission for Staff.
In order to view and access a file, folder, drawer, or cabinet a user will need item permissions on that item.
Item permissions serve as a critical tool for finely adjusting access levels and types of access granted to different users. By specifying item permissions for cabinets, drawers, folders, and documents, organizations ensure that each user receives only the necessary access required for their specific tasks.
In this article we will go through the steps to add item permissions on files, folders, drawers, and cabinets.
1. Select the Item
Within the 'Documents Menu', navigate to the specific item for which you want to modify permissions and left click it. This can be done in the folder view pane on the left or in the center pane:
2. Navigate To Permissions
Click on the permissions icon (👤👤👤) located on the right side of the screen:
3. Select the Grant Button
Click the Grant at the top of the Details Pane:
4. Select a User or Group
Specify the user or group for whom you want to configure permissions. You can search for their username or group name:
5. Choose Permissions
Select the desired item permissions that should be applied to the user or group by checking the boxes:
6. Define Inheritance Settings
Decide on the inheritance settings for the permissions:
Default: Applies permissions to the selected item and all its descendants.
Applies to this item only: Restricts permissions to the selected item without affecting its descendants.
7. Save Changes
Once you've configured the item permissions as needed, click 'Gran Permissions' to apply the changes:
Need Help?
Contact Technical Services
To get assistance from our Technical Services team, look for the chat bubble in the lower right corner to connect with our trained AI agent, Fin.
Fin references our entire Revver Help Center to accurately answer your questions, but if you would like to speak to a live technician, simply ask Fin to "Transfer me to a live technician" or select the "Talk to a person" button below Fin's chat answers and you will be immediately transferred to the first available Technical Services team member.
You can also connect with us via email at [email protected].