Quick Summary
The Team page in Loyaltify allows you to manage access to your store by inviting other users and assigning roles such as Admin or Member. This helps you collaborate with your team while maintaining control over permissions.
Overview
You can view all users associated with your store, including their name, email, and role. The Teams section ensures accountability and controlled access across features in Loyaltify.
How It Works
To access the Teams page:
Navigate to the Team section from the sidebar.
You will see a list of team members along with their name, email, and assigned role.
There are three available roles:
Owner: Has full control over the account and all its settings.
Admin: Can manage most of the settings and invite users.
Member: Has limited access, ideal for front-line employees or restricted roles.
Roles and Permissions
Owner
The Owner has full access to all features.
This role is only assigned to the person who created the store. It cannot be transferred or reassigned to any other team member.
Admin
The admin has almost full access to all features except can not delete the store
Member
The member has view-only access.
Inviting a Teammate in Loyaltify
Use the Invite User button on the top-right corner.
1. Fill In Details
Email: Enter the user's email address.
Role: Choose from Member or Admin (Owner role can only be assigned to store owner).
2. Save
Click Save to send the invitation. The user will receive an email about invitation.
Managing Team Members
To edit a user’s role or remove them:
Click the 3-dot menu next to their name.
Select Demote to Member or Promote to Admin to change their role.
Select Remove User to revoke their access.
