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Understanding User Roles and Permissions

This model is built on two key user roles, each with distinct capabilities:

  • Main User (Admin): This is the administrative account with full access to all data across all stores. The Main User is responsible for creating core brand assets (like Offers), assigning stores to specific users, and has the unique ability to "Switch Company" to view and operate the platform as if they were a Store User.
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  • Store User (Local Manager): This account has restricted access. Store Users can only see and interact with the data (customers, segments, reports) for the specific store(s) they have been assigned by the Main User.

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Permissions Summary

The following table outlines the capabilities of each role across different features:

Feature

Main User Action

Store User Action

Data Visibility

Customers

Can view all; can switch to view store-specific data.

Can view their assigned store's customers.

Store-specific (but loyalty balance can be searched globally by mobile number).

Segments

Can create segments for stores (when switched).

Can only view, Store-specific.

cannot create new segments.

Contact Lists

Can upload lists for stores (when switched).

Can only view, Store-specific.

User-specific; lists are not shared.

Templates

Can add templates for stores (when switched).

Can only view and use, User-specific; templates are not shared between users.

Cannot create new templates.

Offers

Can create offers for all stores.

Can only view, Offers created by the Main User at any Store.

Cannot create new offers.

Campaigns

Can create and schedule for stores (when switched).

Can create and schedule campaigns.

Campaign reports are store specific.