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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.role Thisacross structuredifferent 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).features:

for

Feature

Main User Action

Store User Action

Data Visibility

DataCustomers

Visibility

Can view all customers;all; can "switch"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")switched).

Can only viewview, segmentsStore-specific.

created
them. Cannot

cannot create new segments.

Store-specific.

Contact Lists

Can upload lists for stores (when "switched")switched).

Can only view.view, Store-specific.

User-specific; lists are not shared.

Templates

Can add templates for stores (when "switched")switched).

Can only view and use.use, Cannot create new templates.

User-specific; templates are not shared between users.

Cannot create new templates.

Offers

Can create offers for all stores.

Can only viewview, offers. Cannot create new offers.

Offers created by the Main User areat visibleany toStore.

all.

Cannot create new offers.

Campaigns

Can create and schedule for stores (when "switched")switched).

Can create and schedule campaignscampaigns.

(using the assets provided).

Campaign reports are store-store specific.