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Manage team member access

Account and billing

Change what somebody can reach, or take their access away, from one page.

Everything here is on Account, then Users. It lists everybody with access, every invitation still waiting to be accepted, and a record of what has been changed.

The two roles

  • Administrator: everything. Loyalty Programs, Card Design, customers, reports, billing and users.
  • Team Member: the scanner, and their own account details. Nothing else.

Change somebody’s role on the same page and it takes effect immediately. There is no third role and no way to grant one page at a time.

Taking access away

Removing somebody signs them out everywhere at once, on every device they were using. Their name stays on the stamps they gave, because those are a record of what happened rather than a list of current staff.

What you cannot do

  • Change or remove your own access. Ask another Administrator.
  • Demote or remove the person who opened the account.
  • Go past ten account users on either plan. Pending invitations count too, so revoking one you no longer need makes room.

An invitation that has not been accepted can be revoked from the same page, and that is worth doing if you sent one to the wrong address.

Still stuck?

If none of this covers it, send us a message and a person will reply. Tell us what you were doing when it went wrong, and we can usually sort it in one message.

So we can reply. We use it for nothing else.

Optional. Handy if it is quicker to talk it through.

A few words, such as: stamps not showing on a card.

What you were doing, what you expected, and what happened instead.