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Account and User Management
Account and User Management
Add a User, Role Definitions, Activate an Account, Create an Account/Group
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12 articles in this collection
Written by
Darcy Fredrickson,
Alexander Nguyen,
Nathan Shelby
and 1 other
Account and User Management FAQ
Find answers to common questions here.
Written by
Kyndra Shea
Updated over a week ago
Account Management
How to Activate a New Platform
New to Rewards Genius? Here is how you can activate a new platform.
Written by
Darcy Fredrickson
Updated over a week ago
How to Access Your Account Number
Find your Account Number within your portal
Written by
Nathan Shelby
Updated over a week ago
How to Log into an Existing Platform
Already have an account? Here are the steps to log in.
Written by
Darcy Fredrickson
Updated over a week ago
How to Create an Account and/or Group
Written by
Darcy Fredrickson
Updated over a week ago
Managing Accounts
Navigate and manage your accounts.
Written by
Alexander Nguyen
Updated over a week ago
User Management
Role Management
Create custom roles for your users.
Written by
Alexander Nguyen
Updated over a week ago
How To Add a User
Learn how to create a new user.
Written by
Alexander Nguyen
Updated over a week ago
Role Definitions
Learn what Roles and Permissions mean.
Written by
Alexander Nguyen
Updated over a week ago
Bulk User Management in Rewards Genius
Step-by-step instructions for using bulk user management in Rewards Genius.
Written by
Darcy Fredrickson
Updated over a week ago
User Permissions
Learn about managing permissions for specific users and accounts.
Written by
Alexander Nguyen
Updated over a week ago
Recipient Whitelist
How to Upload a Recipient Whitelist
Learn how to upload a recipient whitelist to restrict reward recipients
Written by
Alexander Nguyen
Updated over a week ago