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.

Front desk staff

Points and vouchers

• Mark vouchers as used

• Redeem points for customers

Customer account management

• Add and invite customers

• Add and remove emails from pending accounts

• Change primary email address

• Edit names on pending accounts

• Transfer account details (e.g. membership details and sent referrals) except for points

See Customer account management for more information

Referrals

• View referrals

• Submit referrals that will not immediately result in referral points

See Referrals for more information

Run reports

Yes

See Reports for more information

Employee role

The Employee role can do everything that the "Front desk" role can do as well as the following.

Points and vouchers

• Add points for customers

• Add and redeem points for customers in bulk

Customer account management

• Log activity for customers

• Void transactions

• Transfer account details including points

• Export customer list

Referrals

Submit referrals that will immediately result in referral points.

Admin role

The Admin role can do everything that the "Employee" role can do as well as the following:

• Manage the loyalty program rules and promotions
• Edit the loyalty program settings

Email only

This role is intended for cases where the business requires a reply-to email address that does not correspond to an individual, such as a generic support email. It is configured solely for this purpose and should not have any permissions within Perkville apart from serving as a designated reply-to address for emails sent from our platform.

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.