The Dashboard has various role permissions which you can assign to your users. User permissions can be managed from within the Dashboard individually and in bulk. See Import Users for more details.

Things to know

• Only an Admin user can add and update their Dashboard Users

• Depending on your plan, some permissions may vary per user role. For example, if your plan does not include loyalty, your marketing features available in the Dashboard will be limited.

Roles

• Admin

  The Admin Role has permissions to all features — campaigns, and store permissions in the Dashboard.

• Marketing Manager

  Depending on the plan you have, the Marketing Manager has permissions to all Marketing features — including campaigns, audiences, notifications, and insights — in the Dashboard. Their store permissions can be limited to view only data related to select stores.

• Customer Support

  The Customer Support role has access to all customer support features — including Member details and events — in the Dashboard. Their store permissions can be limited to view only events related to select stores.

• Tech Support

  The Tech Support role has access to all the tech support features — including events and device management — in the Dashboard. Their store permissions can be limited to view only device and events related to select stores.

• Franchisee

  Depending on the plan you have, there are 4 types of Franchisee roles with different access permissions:

  • Insights - can view their insights (excluding campaign data).

  • Insights & Support - can view their insights (excluding campaign data) and use the support features.

  • Insights & Marketing - can view their insights. For some plans without loyalty, this role does not apply. For some plans with local store marketing add-on, additional campaign features are available.

  • Insights, Marketing, & Support - can view their insights. For some plans without loyalty, this role will be limited. For some plans with local store marketing add-on, additional campaign features are available.

• Employee

  The Employee role is a Spendgo Lite only view.