Roles are key in defining what users can access within the system. They determine the specific levels of access users have to Loyalty data and features, ensuring controlled and tailored interaction within the system.

To access Role

Step 1: Click the Operator Config icon located in the bottom left corner of home screen.

Step 2: Go to Access Management.

Step 3: Go to Role.

Step 4: The Role List is displayed.

To create a new Role

Step 1: Click the Create button located in the top right corner of the screen to create a new Role.

Step 2: Enter Role information including:

  • Information: Role category, Role name, Status

  • Permissions

Step 3: Scroll down the screen to enter all the required information, then click the Save button to save the information.

To view or edit an existing Role

Step 1: In the Role List, go to the Action column and click the "â€Ļ" icon in the respective Tier Group row.

Step 2: Click the Edit icon.

Step 3: The details about the Role are displayed for viewing or modification.

Last updated