Partner permissions & limits.

How permissions work

In Reward Loyalty, partner permissions come from two layers:

1. Plan tier defaults: Each plan tier defines base feature flags and resource limits (see Plans & pricing). When you assign a partner to a tier, they receive those defaults.
2. Per-partner overrides: Administrators can fine-tune individual limits and feature access from the Permissions tab without changing the partner's plan.

Selecting a different plan first updates the visible permissions and limits to that plan's defaults. You can then adjust those controls before saving. Save stores the final values shown in the form, including your changes. With the plan unchanged, editing permissions preserves the other saved values.

💡 Tip: For most deployments, the plan tier system handles permissions for you. Use per-partner overrides only when a specific partner needs different limits than their plan provides.

Why use partner permissions?

Not every partner needs access to every feature. With partner permissions, you can:

• Restrict features: Hide features a partner shouldn't use
• Set creation limits: Cap how many cards, vouchers, or staff a partner can create
• Customize experiences: Each partner sees only what's relevant to them
• Control growth: Match feature access to partnership tiers or plans

Understanding permission types

Partner permissions come in two forms:

Feature toggles

When you disable a feature for a partner:

• The feature disappears from their navigation sidebar
• Dashboard widgets for that feature disappear
• Direct URLs to that feature return an access denied error
• Existing items remain, but the partner can't manage them

Numeric limits

Limits control how many items a partner can create:

• Unlimited removes the creation limit
• 0 means the partner can view existing items but can't create new ones
• Any positive number is the maximum they can create

Available permissions

The Permissions tab groups settings into Programs, Customers, Communications and Integrations. When editing a partner, open Saved access in a group to inspect its saved override or Inherits plan, followed by Effective access. The summary reflects saved values. Save to apply your edits. A saved grant can show Effective access: No when the installation is not ready for that feature. This keeps the grant available without treating it as usable access.

Feature permissions

Creation limits

Turn Unlimited on to remove a creation limit. Turn it off to enter a maximum. Switching it back off restores the number you entered. A maximum of 0 prevents new items while preserving access to existing ones. Turning the feature off removes access under its permission rules.

Configuring partner permissions

Prerequisites:

• You must be logged in as an Administrator
• The partner account must already exist

To configure permissions:

1. Go to Partners in the admin sidebar
2. Open the business row to edit its account
3. Switch to the Permissions tab
4. Toggle feature permissions on or off as needed
5. Set a finite limit for each feature or select Unlimited
6. Click Save to apply changes

Save changes and Cancel stay within reach while you move through the long partner form.

Changes take effect right away. The partner's dashboard and navigation will update the next time they load a page.

What partners experience

When a feature is disabled

The feature disappears from the partner's view:

• The navigation menu item disappears
• The dashboard widget disappears
• Direct URL returns an error

Cross-feature effects

Some permissions affect related features beyond the primary toggle:

When a limit is reached

When a partner tries to create an item but has reached their limit:

1. The Create button disappears from the list view
2. If they open the create URL, the app sends them back to the list
3. A warning message appears: "You have reached your limit of X [Item Type]. Please contact the administrator to increase your limit."

Existing items keep working; the limit blocks only new ones.

Troubleshooting

"You have reached your limit of X..."

Cause: The partner tried to create an item but has hit their configured limit.

Solutions:

• As an administrator, increase the limit for that partner
• The partner can delete unused items to free up space
• Consider whether to raise the limit for good

Feature missing from partner navigation

Cause: This partner's feature permission is false.

Solution: Edit the partner account and enable the permission in the Permissions tab.

Partner sees all features despite restrictions

Cause: The partner can receive access from their plan or a saved per-partner override.

Solution: Check both the plan and the partner's Permissions tab. Save an explicit override to restrict that partner.

Permission changes not taking effect

Solution: Confirm you saved the correct partner account, then reload the partner page. Check the saved override and assigned plan if access still differs from what you expect.

Best practices

Related topics

• Plans & pricing: The plan tiers that set each partner's defaults
• Billing configuration: Manual, Stripe, and PayPal billing setup
• Plans & billing dashboard: Monitor partner subscription health
• The shared wallet concept: Why partner isolation matters
• Administration overview: Full admin capabilities
• Managing managers: Delegate network administration
• User Roles: Understanding the user hierarchy