Adjust User Roles and Permissions

Customizing user roles and permissions for Loyalty and Performance.

Setting up what users can and can't access in the Dashboard for Loyalty and Performance is customizable.

Add a New Role

• Navigate to Users by clicking the Gear icon and selecting Users.
• Click the "Roles" button.
• Click the "+ Create New Role" button.
• Enter the name for the new Role.
• Press the "Create" button.

Edit Role Permissions

• Navigate to Users by clicking the Gear icon and selecting Users.
• Click the "Permissions" button.
• Check the appropriate boxes for the appropriate Role(s) to give access.
• Press the "Save" button for each individual section before moving on to the next section.

Assign New Role to a User

• Navigate to Users by clicking the Gear icon and selecting Users.
• Press the "Edit" button for the appropriate user.
• Check the appropriate Role box.
• Press the "Save" button.

Disable or Remove a User

To disable a user account or delete the account entirely:

• Navigate to Users by clicking the Gear icon and selecting Users.
• Locate the user and click the "Edit" button next to their name.
• Uncheck the Enabled box to disable the user's account and click the "Save" button.
• To delete the user account entirely, click the "Delete" button at the top of the user's page.  Deleting an account cannot be undone.