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 this week

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