Click here to watch a video on How to Create a User in your Rewards Genius portal.

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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, then click the three dots in the top-right corner of the page.
  • "Create User". 
  • Fill out the requested information for this user in the Details tab - 

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2. Edit User Permissions

  • In the Permissions tab, you can select a user's role and customize 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: Learn more about Role Definitions by clicking here
  • 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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3. 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).

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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 noreply@tangocard.com.

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

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