Manager (team member) profile

Create manager seats for your employees to get access to the Scanner App.

1. Upon successful login, navigate to the left-hand menu.

2. From the list of modules displayed, click the 'Managers' icon. Doing so takes you to the Managers screen.

3. Here, You can see all existing managers is shown via a number of columns that include User Name, Created, Notes, Location, and Status.

4. Clicking the username of a manager displays the details of the selected manager profile. Here, the basic details of the selected manager profile are displayed via separate tiles under the Manager Profile heading. They include Name, Registration Date, Status, Location, Number of Transactions, and Last Transaction Date. The Information section is where all the details of the manager account are displayed in editable view.

5. It is possible to manage manager (team member) permissions.

6. At the end is the Last Transactions grid. Here, the last transactions of the manager are tabulated via several columns that include User Name, Date, Phone, Device, Template, Event, Amount, and Balance. You can download all transactions of a specific manager.

More about permissions for a managers

• View Revenue statistics
  Grants access to view analytics related to income generated through cards, redemptions, and campaigns.

• View Feedbacks statistics
  Allows the manager to see customer feedback data submitted through cards (e.g., satisfaction ratings or reviews).

• View Referrals statistics
  Lets the manager view how many users came via referral programs and how referrals are performing.

• View Customer profile statistics
  Enables viewing engagement metrics per customer—visits, points earned/redeemed, and interaction history.

Template Permissions

• View Templates
  Allows viewing available card and communication templates

• Edit Templates
  Allows modifying or creating new templates for cards or communications.

• View Customers
  Lets managers see the customer list, profiles, and activity logs.

• Edit Customers
  Allows editing customer data like name, phone number, tags, birthday, or card status.

• View Segments
  Allows viewing customer groups based on filters like activity, points, visits, etc.

• Edit Segments
  Grants ability to create or modify dynamic segments for targeted campaigns.

• View Operations
  Grants access to logs of customer actions, like visits, accruals, redemptions.

• Make Accruals
  Allows manually issuing points, stamps, or rewards to customers.

• View Mailings
  Lets users view past or scheduled email and SMS campaigns.

• Edit Mailings
  Allows creating and sending email/SMS campaigns.

• View Pushes
  Lets users view scheduled or sent push notifications.

• Edit Pushes
  Allows sending or modifying push notifications.

• View Locations
  Allows viewing the list of geo locations and their details.

• Edit Locations
  Grants permission to add/edit/remove location data (addresses, contacts).