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.
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