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How do I manage my Staff Permissions?

First, start by watching our video: Managing staff permissions 

If you'd prefer to read, here is everything you need to know:

Under settings, select "Staff Permissions." You will see the names listed of all staff that have joined and been invited to the manager app.

To add a new manager:

  1. Tap the "+" in the top right of the screen
  2. Type the manager's email address - they must use this email address when they sign up
  3. Choose "Admin" or "Staff" level permissions, or customize their permissions

To change an existing manager's permissions, touch the gear on the right hand side of the screen - from there, you will have 2 options:

  1. Revoke permissions - this is used when a staff member leaves the team or has been let go
  2. Change permissions - upon tapping this, you will see options for permissions including:

Create Visits: This provides your staff the ability to add visits to a guests account or upgrade them in your program

Guest Notes: Ability to create/edit/delete notes about a loyalty member

Perk Redemption: Ability to redeem or unredeem a perk for a loyalty member

Program Health: Ability to view real-time stats about the loyalty program's performance

Manage Staff: Ability to add, edit, and remove staff members and their permissions

Customer Visit Feedback: Ability to see and respond to customer visit feedback/reviews, including receiving an email each time you get a review with a comment or 3 stars or fewer. 

 

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