Understanding User Roles and Permissions

The following table outlines the capabilities of each role. This structure allows the Main User to set the brand strategy (e.g., create offers) and the Store User to execute it locally (e.g., send campaigns to their customers).

Feature	Main User Action	Store User Action	Data Visibility
Data Visibility	Can view all customers; can "switch" to view store-specific data.	Can only 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 segments created for them. Cannot create new segments.	Store-specific.
Contact Lists	Can upload lists for stores (when "switched").	Can only view.	User-specific; lists are not shared.
Templates	Can add templates for stores (when "switched").	Can only view and use. Cannot create new templates.	User-specific; templates are not shared between users.
Offers	Can create offers for all stores.	Can only view offers. Cannot create new offers.	Offers created by the Main User are visible to all.
Campaigns	Can create and schedule for stores (when "switched").	Can create and schedule campaigns (using the assets provided).	Campaign reports are store-specific.