Staff members

To manage staff members and their access to your loyalty program, navigate to "Settings" in the left-hand navigation or via your My Business menu and select "Staff members."

Here, you can add, edit, and remove staff members as needed. This section is designed to empower business staff with the necessary permissions and access to effectively administer your loyalty program.

Users with staff access can be restricted from earning points via your program's advanced settings

Managing staff members

Adding a staff member

To add a new staff member to your program, click Add Staff Member. You will be prompted to enter the following:

• Enter their email address

• Select their role

• Specify if they are the billing-responsible user for the account

• Enter their title

• Choose the locations to which they should have access

Billing responsible users

Every account requires one billing-responsible user. If you are trying to delete a billing-responsible user, you will need add or edit an existing staff member to make the billing-responsible.

Staff members that do not yet have a Perkville account will be sent an invitation to join the platform.

Editing a staff member

You can edit a staff member anytime by clicking on their name.

Removing a staff member

You can remove a staff member by clicking the X to the left of their name.

Staff member roles

The roles for business staff and their permissions are described in the table below.

If you're attempting to perform an action in Perkville for which you lack the necessary permissions, please seek assistance from a staff member who holds the required role.

Permission	Scan Voucher	Front Desk	Employee	Admin
Receive email notifications
Mark vouchers as used
Redeem points for customers
Add points/activities for customers
Add/redeem points/activities in bulk
Void transactions
Add/invite customers
Add/remove emails from pending accounts
Change primary email
Edit names
Transfer account details (no points)
Transfer account details (incl. points)
Export customer list
View referrals
Submit referrals of new leads
Submit referrals of existing customers
Run reports
Manage program rules and settings

Location-restricted admins can only manage loyalty program rules and settings for their assigned locations. They cannot update the Business Info page or branding.

Scan Voucher staff members will only receive email notifications for redemptions at their location

Location-specific staff controls

When adding a staff member to Perkville, you can specify which locations they have access to. This feature affects their roles in the following ways:

Staff members will only see customers associated with the locations they have access to. Additionally, they can only perform actions such as adding points, redeeming points, creating reward program rules, and setting up promotions for the locations assigned to them. This ensures that staff members have access and capabilities based on their designated locations.

Staff members with the Admin role but without access to all locations will not be able to edit the "Business info" or "Branding" sections.