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Granting Incentivio Access to Revel Portal

Before Incentivio can begin building out any new locations, it is necessary to enable the Incentivio integration and grant access to the backend in Revel. This guide will provide a walkthrough of the steps to complete both of these requirements.

 

Contents

  1. Adding the Incentivio Integration in Revel
  2. Granting Incentivio Access to the Revel Portal

 

Adding the Incentivio Integration in Revel

Enabling the Incentivio integration in Revel is necessary to ensure the connection between both systems, including pulling in menus, allowing orders to flow from Incentivio to Revel, and for loyalty and gift card functionality.

Our Implementation team will email Revel's Operations team to request this integration be enabled. Please provide your Implementation Manager with the following information:

  • Revel URL: [ex: restaurant-name.revelup.com]
  • Establishment #: 

Additionally, Revel may require additional steps from our point of contact to verify this request, which they will reach out directly regarding.

 

Granting Incentivio Access to the Revel Portal

Adding Incentivio's team as an employee in Revel ensures that our team can gather the necessary credentials from Revel to ensure both systems are integrated successfully and have continued visibility to troubleshoot issues proactively and ensure minimal interruption to guests when issues arise.

  1. Log in to your Revel portal [ex: restaurant-name.revelup.com].
  2. Select Employees, then select Add Employee.
    Screenshot 2024-04-18 at 12.33.56 PM.png
  3. Enter the following information, which should cover all required fields:

    Employee Details
    First Name:
    Incentivio
    Last Name:
    Team
    Email Address:
    integrations@incentivio.com
    Employee Start Date: 
    (Current date)

    POS Permissions
    Role: Owner (or similar level, with full access)
    POS Access Pin: (Click Generate to create this, or manually enter any 4-10 digit number)

    Management Console Permissions
    Username: incentivio123 (or similar - make sure you share with your Implementation Manager!)
    Email: integrations@incentivio.com
    Password (+ Repeat Password): (Any - just be sure to share this with your Implementation Manager!)
    Administrative Permissions Set: Write/Create All
    Screenshot 2024-04-18 at 12.40.56 PM.png
  4. Once complete, click Save & Close.
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