- Click the blue button in the top right corner, then click "Accounts and Users" from the drop-down menu.
- Select the "Users" tab for access to this information.
- You'll see a list of all users in your account. To edit a particular user, click the three dots located to the top right of their name, then click "Edit".
- You'll see an overview for this user, divided into three tabs: Details, Permissions, and Access Level.
- In the Details tab, you can find a quick summary of a user's information.
*Note: The only editable field in the User Details page is the Name field.
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Edit Permissions
- In the Permissions tab, you can select a user's role and specific permissions.
- To select their "Role," choose an option from the drop-down menu.
- You can also select whether specific tabs, such as Place an Order, are visible to a user by toggling the On/Off switch. Toggle the Allow/Don't Allow switch to allow a user to make changes to specific sections of Rewards Genius.
*Note: Toggle to "Don't Allow" to hide certain features from a user (i.e. funding history). Toggle to "View" to allow users to see a feature but not be able to create/edit/deactivate (i.e. Groups & Accounts). Toggle to "Manage" to allow users to create/edit/delete (i.e. Funding and Account Balances).
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Edit User Access Level
- In the Access Level tab, you can select whether a user has Organization Access (access to all groups and accounts)...
...or Specific Access (access to selected Groups and Accounts).
*Looking to learn even more about Rewards Genius? Sign up for our weekly webcast here!