To manage your Groups/Accounts 

  • Click the blue button in the top-right corner, then click "Accounts and Users" from the drop-down menu.

-----------------------------------------------------------------------------------------------------------------------------

Find Your Account Number

There are two ways to find your Account number"

  1. Click the window icon in the upper right corner of your Account and your Account number will be displayed in a black banner at the top of your Account.
  2. Click the three dots in the bottom right corner of your Account and your a window will pop up with your Account Details including your Account number.

-----------------------------------------------------------------------------------------------------------------------------

Create a New Group

  • Click the "Accounts" tab. Your Groups will appear on the left side of the screen, with the Accounts nested under the selected Group appearing to the right. 
  • Click the Group you'd like to view. To view Group Details, click the three dots, then click "Group Details".

-----------------------------------------------------------------------------------------------------------------------------

Disable an Account

  • To disable an Account, click the three dots under the Account. Then click "Disable Account". To re-enable an Account, click the three dots, then click "Enable Account". 

-----------------------------------------------------------------------------------------------------------------------------

Add Funds to your Account

  • To add funds to an Account, click the "Add Funds" button for the Account you wish to add funds to.
  • This will redirect you to the Funding page, where you will be able to fund your Account via a new or existing credit card. You also have the option to fund via ACH/Wire. Learn more about funding options here

-----------------------------------------------------------------------------------------------------------------------------

Rename a Group

  • Click the "Accounts" tab. Your Groups will appear on the left side of the screen.
  • To rename the Group, click the three dots to the right of the Group Name. Then, click "Group Details"
  • This will bring you to the Group details page where you will be able to type in the new Group Name. When finished, click "Update Group".

Now check out this article for more information about managing users!

*Looking to learn even more about Rewards Genius? Sign up for our weekly webcast here!

Did this answer your question?