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CustomersAdjust PointsManually add or deduct points from a customer's account.CustomersAdjust TierManually assign a customer to a different loyalty tier.TeamAdminsManage team members who have access to the Merchant Dashboard and configure their roles and permissions.RulesAnniversary BonusAutomatically reward customers on their loyalty membership anniversary.NotificationsBalance Changed EmailConfigure the email notification sent when a customer's loyalty points balance is updated.NotificationsBirthday & Anniversary EmailsConfigure automated celebration emails sent to customers on their birthday and membership anniversary.RulesBirthday BonusAward birthday rewards and optionally combine a voucher with bonus points.RulesComplete Profile BonusReward profile completion once without duplicate grants on repeated saves.SettingsConfigure Enrollment QuestionsCollect customer answers during manual or automatic enrollment.GamificationCreate and Manage Reveal CardsConfigure scratch-card rewards, odds, stock, and purchase requirements.TierCreate a New TierConfigure starting tiers, qualifying spend windows, and downgrade behavior.RewardsCreate RewardConfigure coupons, store credit, point conversion, expiry, and discount combinations.
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Invite a New Admin

Learn how to invite team members as administrators and configure their access permissions in the Merchant Dashboard.

1 min readUpdated

The Invite Admin feature allows you to grant Merchant Dashboard access to team members without sharing the owner account.

How to Invite an Admin

Invite Admin 1Invite Admin 2

  1. Open the Team menu in the Merchant Dashboard.
  2. Click Invite Admin in the top-right corner.
  3. Fill in the administrator details:
    • Email: administrator email address.
    • Name (Optional): display name.
  4. Configure the required permissions.
  5. Click Invite Admin to send the invitation.

Configuring Permissions

When inviting an administrator, you can assign permissions for each module:

  • Read — view data only.
  • Write — create and modify data.
  • Delete — remove data.

Permissions can be assigned to features such as:

  • Customers
  • Loyalty Rules
  • Rewards
  • Tiers
  • Point History
  • Product Reviews
  • Vouchers
  • Store Credits
  • Notifications
  • Reports
  • Settings
  • Team

Quick Permission Options

Several shortcuts are available to simplify permission management:

  • Read-only — grants read access to all modules.
  • Full access — grants all permissions.
  • Clear all — removes all selected permissions.

After Sending the Invitation

Once the invitation is sent:

  • The administrator will receive an invitation email.
  • The email contains a one-time link to create a password.
  • After setting a password, the administrator can access the Merchant Dashboard according to the assigned permissions.
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