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Account and User Management

Account and User Management

Add a User, Role Definitions, Activate an Account, Create an Account/Group

Darcy Fredrickson avatar Alexander Nguyen avatar Nathan Shelby avatar +2
14 articles in this collection
Written by Darcy Fredrickson, Alexander Nguyen, Nathan Shelby and 2 others

Account and User Management FAQ

Find answers to common questions here.
Kyndra Shea avatar
Written by Kyndra Shea
Updated this week
Account Management

How to Activate Your Rewards Genius Account

New to Rewards Genius? Here's how to activate and log into your new account.
Darcy Fredrickson avatar
Written by Darcy Fredrickson
Updated this week

How to Access Your Account Number

Find your Account Number within your portal
Nathan Shelby avatar
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.
Darcy Fredrickson avatar
Written by Darcy Fredrickson
Updated this week

How to Create an Account and/or Group

Darcy Fredrickson avatar
Written by Darcy Fredrickson
Updated over a week ago

Managing Accounts

Navigate and manage your accounts.
Alexander Nguyen avatar
Written by Alexander Nguyen
Updated over a week ago
User Management

Expired Rewards Genius Invite

What to do if your Rewards Genius invite has expired.
Ana Kochetova avatar
Written by Ana Kochetova
Updated this week

How to Delete a User

Learn how to delete a user from your Rewards Genius platform.
Ana Kochetova avatar
Written by Ana Kochetova
Updated this week

Role Management

Create custom roles for your users.
Alexander Nguyen avatar
Written by Alexander Nguyen
Updated over a week ago

How To Add a User

Learn how to create a new user.
Alexander Nguyen avatar
Written by Alexander Nguyen
Updated this week

Role Definitions

Learn what Roles and Permissions mean.
Alexander Nguyen avatar
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.
Darcy Fredrickson avatar
Written by Darcy Fredrickson
Updated over a week ago

User Permissions

Learn about managing permissions for specific users and accounts.
Alexander Nguyen avatar
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
Alexander Nguyen avatar
Written by Alexander Nguyen
Updated over a week ago