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