Click here to watch a video about how to add a user.


1. Add a New User Name and Email Address

  • Note: When adding Users, you have the ability to assign Users to specific permissions and specific access to certain Groups/Accounts.  

  • Click the blue Account button in the top-right corner of the page.

  • Click Accounts & Users from the drop-down menu.

  • Click the Users tab.

  • Click the three dots in the top-right corner of the page and select Create User from the menu. 

  • Fill out the requested information for this user in the Details tab. 


2. Edit User Permissions

  • In the Permissions tab, you can select a user's role and customize specific permissions.

  • To select the user's 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: Learn more about role definitions by clicking here.

  • Note: Toggle to Don't Allow to hide certain features, such as funding history, from a user. Toggle to View to allow users to see a feature but not be able to create/edit/deactivate. Toggle to Manage to allow users to create/edit/delete.


3. Edit User Access Level

  • In the Access Level tab, you can select whether a user has Organization Access, which provides access to all groups and accounts...

...or Specific Access, which provides access to selected Groups and Accounts.


4. Invite a New User to Your Platform

  • Click the green Invite button in the top-right corner. This will invite the user to your Rewards Genius portal. An invitation email will be sent from

  • The Reward Genius invite expires in seven days if it isn't accepted. Learn how to address an expired Rewards Genius invite here.

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

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