All Employees - Only Accessible at Organization Level
Admin Access
Customers Block - View customer profiles by location.
Connect Block - Create, edit, and delete messages and lists. View sent messages, segment usage, billing statements. Configure and generate collect embeds by location.
Experiences Block - View checkins. Create, edit, and delete drawings and events by location.
Loyalty Block - View, accept, and deny reward redemptions. Create, edit, and delete rewards by location.
Retail Employees - Only Accessible at Location Level
Admin Access
Customers Block - View, create, and edit customer profiles by location. Manually bonus or deduct loyalty points.
Connect Block - View dashboard. Create, edit, and delete messages and lists. View and copy collect embed for that location.
Experiences Block - View checkins. Create, edit, and delete drawings and events.
Loyalty Block - View, accept, and deny reward redemptions. Create, edit, and delete rewards for that location.
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Manager Access
Customers Block - View customer profiles by location.
Connect Block - View messages and lists. View and copy collect embed for that location.
Experiences Block - View checkins. Create, edit, and delete drawings and events.
Loyalty Block - View, accept, and deny reward redemptions. Create, edit, and delete rewards.
Customer Center Employees - Only Accessible at Location Level
Admin Access
Customers Block - View, create, and edit customer profiles by location. Manually bonus or deduct loyalty points.
Connect Block - View dashboard. Create, edit, and delete messages and lists. View and copy collect embed for that location.
Experiences Block - View checkins. Create, edit, and delete drawings and events for that location.
Loyalty Block - View, accept, and deny reward redemptions. Create, edit, and delete rewards.
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Manager Access
Customers Block - View, create, and edit customer profiles by location. Manually bonus or deduct loyalty points.
Connect Block - View messages and lists. View and copy collect embed for that location.
Experiences Block - View checkins. Create, edit, and delete drawings and events for that location.
Loyalty Block - View, accept, and deny reward redemptions. Create, edit, and delete rewards.
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Staff Access
Customers Block - View, create, and edit customer profiles by location. Manually bonus or deduct loyalty points.
Experiences Block - View checkins, drawings, and events for that location.
Loyalty Block - View, accept, and deny reward redemptions. Create, edit, and delete rewards.
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Learn more about employee roles and access levels...
Organization vs. Location Access
Settings & Configurations Block Access
Shipping & Delivery Management Block Access
Product Management Block Access
If you have any further questions, feel free to reach us anytime by clicking on the help chat in the bottom left of your screen. We’re always happy to help!