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User Roles

Understanding the different user types and their permissions

Dec 5, 2025

The platform supports four distinct user roles, each with specific capabilities and access levels. Understanding these roles helps you set up and manage your loyalty programs effectively.

Role Hierarchy

Administrator
    └── Manager (optional)
          └── Partner (Business Owner)
                └── Staff Member
                      └── Customer (Member)

Administrators

What they are: Platform owners with full system access.

Typical users: Platform operators, SaaS providers, headquarters staff.

Capabilities

  • Create and manage all networks
  • Create partner and manager accounts
  • Configure all system settings
  • Access all analytics and reports
  • Manage security and compliance settings
  • View all activity logs

Access Level

Administrators see everything across all networks and partners. They can impersonate any user for support purposes.

Managers

What they are: Regional or network-level administrators with limited scope.

Typical users: Regional managers, franchise coordinators, area supervisors.

Capabilities

  • Create and manage partners within their assigned network
  • View analytics for their network only
  • Access activity logs for their network
  • Cannot see other networks or system settings

When to Use

Managers are optional. Use them when you need to delegate administration without giving full platform access.

Example: A coffee chain has East and West regions. Each region has a manager who creates and supports partners in their area.

Partners (Business Owners)

What they are: Business owners who run loyalty programs.

Typical users: Store owners, restaurant managers, business operators.

Capabilities

  • Create and manage clubs
  • Create loyalty cards and stamp cards
  • Define rewards
  • Manage staff accounts
  • View business analytics
  • Configure membership tiers
  • Access activity logs for their business

Access Level

Partners only see their own data. They cannot see other partners, networks, or system settings.

Dashboard

Partners access the platform through the Partner Dashboard, a dedicated interface for managing their loyalty programs.

Staff Members

What they are: Point-of-sale employees who process transactions.

Typical users: Cashiers, servers, customer service representatives.

Capabilities

  • Scan customer QR codes
  • Award points on loyalty cards
  • Add stamps to stamp cards
  • Process reward redemptions
  • View customer information (limited)

Limitations

  • Cannot create or edit cards
  • Cannot modify business settings
  • Cannot view detailed analytics
  • Limited to their assigned club

Access Level

Staff only see customers and cards for their assigned club. They access the platform through the Staff Dashboard, a streamlined interface for transaction processing.

Customers (Members)

What they are: End users who participate in loyalty programs.

Typical users: Shoppers, diners, service customers.

Capabilities

  • Collect loyalty cards and stamp cards
  • Earn points and stamps through purchases
  • Track progress toward rewards
  • Redeem earned rewards
  • View transaction history

Access Level

Customers only see their own data—their wallet, their points, their stamps, their rewards.

How They Join

Customers can:

  1. Scan a QR code at a business location
  2. Browse available cards on the homepage
  3. Receive an invitation from a partner

Role Comparison

Capability Admin Manager Partner Staff Customer
System settings ✅ ❌ ❌ ❌ ❌
Create partners ✅ ✅* ❌ ❌ ❌
Create clubs ✅ ❌ ✅ ❌ ❌
Create cards ✅ ❌ ✅ ❌ ❌
Manage staff ✅ ❌ ✅ ❌ ❌
Award points ✅ ❌ ✅ ✅ ❌
Process redemptions ✅ ❌ ✅ ✅ ❌
Earn points ❌ ❌ ❌ ❌ ✅
Redeem rewards ❌ ❌ ❌ ❌ ✅

*Within their assigned network only

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