Role Resources

Access to the following resources can be assigned to any admin user role.

See the Resources linked page to learn more about the capabilities that are associated with.

Resources list

Note

Regardless of the permissions granted, User can edit his password and view the basic information of his account at any time

ACL

Defines access to the ACL settings section and its individual elements

VIEW MODIFY
  • Roles list preview

All View permissions, and more:

  • Roles details preview
  • New role creation
  • Existing roles edition
  • Existing role deletion

Warning

Default Super admin role can not be deleted

Warning

When assigning resources, please be sure to don’t give an any access to the ACL section if you are limiting access for a given role.

Otherwise, admins will be able to modify their own permissions

Admins

Defines access to the Admin Admins settings section and its individual elements

VIEW MODIFY
  • Admins list preview

All View permissions, and more:

  • New User account creation*
  • Existing user account edition*

Note

To enable user edition and creation, you must have at least an ACL View access (Roles field is required).

If there is no ACL access, then you can not even see roles in the drop-down list.

Warning

Remember, that granting View access for ACL section (to enable new admins account creation and edition), you give an access to the entire ACL section (in accordance with the permissions listed in the ACL table in View column)

Audit

Defines access to the Audit logs settings section and its individual elements

VIEW & MODIFY
  • Audit logs list preview
  • filter and sorting options of audit log
  • search logs from time period

Tip

Regardless of access level, user has the same options in both - View and Modify

Customers

Defines access to the Customers section and its individual menu elements

VIEW
  • List of customers accounts preview*
  • Filter and sorting options of customers accounts list
  • Referred customers list preview
  • Filter and sorting options of referred customers list
  • Customer profile details: Profitability, Loyalty Profile details and Agreements sections (defualt)**
MODIFY

All View permissions, and more:

  • Customer account creation**
  • Import customers list
  • Updating Customer account**
  • Deactivate a Customer’s account
  • Level assigned manually mechanism**

Tip

List of customers accounts preview*

Even if User has no access to the Levels section, in All customers grid information about current level will be displayed

Note

Customer account creation & edition*

To enable full customer account edition & creation, and display all Customer profile details, you must have at least an View access to the following:
  • Levels - to assign level and display in Profile details
  • POS - to assign POS and display in Profile details
  • Merchants - to assign merchant and display in Profile details
  • Segments - to display segments to which customer belongs in Profile details
  • Transactions - to display all customer registered transactions in Profile details
  • Points transfers - to display all customer adding/spending points transfer in Profile details
  • Reward Campaign - to display customer available and redeemed rewards in Profile details

If there is no access to any of this section, then you can not see options or tabs.

No levels, merchants and pos access

Warning

Remember, that granting View access for every section (to enable new admins account creation and edition or display information in profile details), you give an access to the entire menu section (in accordance with the permissions listed in the particular tables in View column)

Dashboard

Defines access to the Dashboard section and its individual elements

VIEW & MODIFY
  • Blocks with factors describing the current state of referral program preview
  • Chart shows the number of new customer accounts within last 30 days
  • Levels grid preview*

Tip

Regardless of access level, user has the same options in both - View and Modify

Note

Levels grid preview*

To enable Levels grid preview you must have at least an Levels View access.

If there is no Levels access, then you can not see the grid.

Warning

Remember, that granting View access for Levels section (to enable levels grid preview), you give an access to the entire Levels menu section (in accordance with the permissions listed in the Levels table in View column)

Earning rules

Defines access to the Earning rules section and its individual menu elements

VIEW MODIFY
  • Earning rules list preview
  • Sorting options of earning rules list
  • Earning rules details preview*

All View permissions, and more:

  • Earning rules creation**
  • Updating earning rules**
  • Activate / Deactivate earning rule

Tip

Earning rules details preview*

Even if User has no access to the Levels, Segments and POS sections, in Earning rules details preview information about assigne target and POS will be visible

Note

Earning rule creation & edition**

To enable earning rule edition and creation, you must have at least an Levels and/or Segments View access (Target section is required).

If there is no Levels or Segment access, then you can see Target but without possibility to change it

To allow assign POS(es) to which rule will be applied, you should also give at least an POS View access

Warning

Remember, that granting View access for every section (to enable earning rule creation and edition), you give an access to the entire menu section (in accordance with the permissions listed in the particular tables in View column)

Levels

Defines access to the Levels section and its individual menu elements

VIEW MODIFY
  • Levels list preview
  • Special reward details preview
  • Customers assigned to level list preview*
  • Download the customers list**

All View permissions, and more:

  • Creating customer level
  • Updating levels data
  • Activate / Deactivate level

Note

Customers assigned to level list preview*

To enable customer assigned to particular level details preview you must have at least an Customers View access.

If there is no Customers access, then you can not see the Show button to preview customers details. You can only see customers account number assigned to this level.

Note

Download the customers list**

To download a list of customers assigned to particular level you must have at least an View access to the following:
  • Customers - to view customers details
  • Utilities - to export the list of customers

If there is no Customers access, then you can not even see the download icon.

Warning

Remember, that granting View access for Customers section (to enable customer details preview), you give an access to the entire Customers menu section (in accordance with the permissions listed in the Customers table in View column)

Merchants

Defines access to the Merchants section and its individual menu elements

VIEW MODIFY**
  • Merchants list preview*
  • Filter and sorting options of merchant list

All View permissions, and more:

  • Creating merchant account**
  • Updating merchant account**
  • Activate/Deactivate Merchant account**
  • Remove merchant account**

Tip

Merchants list preview*

Even if User has no access to the POS sections, in All merchants grid information about assigne POS will be visible

Note

Merchant Modify access**

To enable all Modify access permissions you must have POS Modify access.

If there is no or only view POS access, then you have only Merchant View permissions.

Warning

Remember, that granting Modify access for POS section (to enable Merchant modify access), you give an access to the entire POS menu section (in accordance with the permissions listed in the POS table in Modify column)

Points transfers

Defines access to the Points transfers section and its individual menu elements

VIEW MODIFY
  • Points transfers list preview*
  • Filter and sorting options of points transfers list
  • Points transfers details preview

All View permissions, and more:

  • Creating Points transfer
  • Import points transfers
  • Canceling points transfer

Tip

Points transfers list preview*

Even if User has no access to the Customer section, in All points transfers grid information about customer affected by the transfer will be visible

POS

Defines access to the POS section and its individual menu elements

VIEW MODIFY
  • POS list preview
  • POS localization details

All View permissions, and more:

  • Adding new POS
  • Updating POS information

Reward Campaign

Defines access to the Reward campaigns section and its individual menu elements

VIEW
  • Reward campaign list preview
  • Filter and sorting options of reward campaign list
  • Reward campaign details preview*
  • Redeemed rewards list preview**
  • Redeemed rewards details preview**
  • Filter and sorting options of redeemed rewards list
  • Download redeemed rewards report
  • Campaign categories list preview
  • Filter and sorting options of Campaign categories list

Tip

Reward campaign details preview*

Even if User has no access to the Levels or Segments, in Reward campaign details preview information about assigne target will be visible

Tip

Redeemed rewards list and details preview**

Even if User has no access to the Customers, in Redeemed rewards details and grid, information about customer who redeemed particular reward will be visible

MODIFY

All View permissions, and more:

  • Reward campaigns creation*
  • Updating reward data*
  • Activate / Deactivate reward campaign
  • Buy reward campaign for customer**
  • List of customers able to redeem reward preview***
  • Mark reward as Unused/used on Redeemed rewards list
  • Change reward Delivery status on Redeemed rewards list
  • New campaign category creation
  • Updating campaign category
  • Activate / Deactivate campaign category

Note

Reward campaign creation & edition*

To enable reward campaign edition and creation, you must have at least an Levels and/or Segments View access (Target section is required).

If there is no Levels or Segment access, then you can see Target but without possibility to change it

Note

Buy reward campaign for customer**

To enable manually assignment reward for customer, you must have at least a Customers View access (E-mail or phone field is required).

In case of Percentage discount code reward type, also at least a Transactions View access is required.

If there is no Customers (and Transactions) access, then you can not provide any value to find customer and assigne reward.

Note

List of customers able to redeem reward preview***

To enable customers who could redeem reward details preview you must have at least an Customers View access.

If there is no Customers access, then you can not see the Show button to preview customers details. You can see only number of customers who could redeem reward.

Warning

Remember, that granting View access for every section (to enable creation and edition etc.), you give an access to the entire menu section (in accordance with the permissions listed in the particular tables in View column)

Segments

Defines access to the Segments section and its individual menu elements

VIEW MODIFY
  • Segments list preview
  • Sorting options of segment list
  • Customers assigned to segment list preview*
  • Download the customers list**

All View permissions, and more:

  • Creating customer segment
  • Updating segments data
  • Activate / Deactivate segment
  • Remove segment

Note

Customers assigned to segment list preview*

To enable customer assigned to particular segment details preview you must have at least an Customers View access.

If there is no Customers access, then you can not see the Show button to preview customers details. You can only see customers account number assigned to this segment.

Note

Download the customers list**

To download a list of customers assigned to particular segment you must have at least an View access to the following:
  • Customers - to view customers details
  • Utilities - to export the list of customers

If there is no Customers access, then you can not even see the download icon.

Warning

Remember, that granting View access for Customers section (to enable customer details preview), you give an access to the entire Customers menu section (in accordance with the permissions listed in the Customers table in View column)

Settings

Defines access to the Message templates settings , Translations and Configuration settings sections and its individual elements

VIEW MODIFY
  • Translations list preview
  • Message templates list

All View permissions, and more:

  • Create new translations
  • Updating translation
  • Delete non-default translations
  • Updating a message template
  • Message template preview
  • Configuration section management

Transactions

Defines access to the Transactions section and its individual menu elements

VIEW MODIFY
  • Transactions list preview*
  • Filter and sorting options of transactions list
  • Transactions details preview*

All View permissions, and more:

  • Match transaction with customer**
  • Transaction labels ceation
  • Transaction labels edition
  • Importing transactions from a file

Tip

Transactions list and it’s details preview*

Even if User has no access to the Customer section, in All transactions grid and in transaction details, informations about customer related with transaction will be visible.

Note

Match transaction with customer**

To enable manually assignment transaction to customer, you must have at least a Customers View access (E-mail or phone field is required).

If there is no Customers access, then you can not provide any value to find customer and assigne transaction.

Utilities

Enables export options

VIEW & MODIFY
  • download customer assigned to level list
  • download customer assigned to segment list

Tip

Regardless of access level, user has the same options in both - View and Modify

Tip

To download redeemed rewards report Utilities resource is not needed - Reward Campaign View access is enough