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Team Management

Team Management lets you invite staff members to your business account and control what they can access. This is how you give your employees the ability to scan customer cards and award points without giving them full admin access.

Inviting a Team Member

1

Open Team Management

Navigate to Settings → Team Management in the dashboard sidebar.
2

Send an invite

Enter the team member's email address and select their role. They'll receive an email with a link to create their account.
3

They sign in and start scanning

Once the team member creates their account, they can log in to the scanner app and start awarding points to customers.

Roles

Owner

Full access to everything — programs, customers, settings, billing, and team management. Only the business creator has this role.

Admin

Can manage programs, customers, and team members. Cannot access billing or delete the business.

Scanner

Can only use the scanner app to award and redeem points. No access to the dashboard.

Scanner-only accounts

For most businesses, the Scanner role is all your staff need. They can log in to the scanner app on their phone and handle point transactions without seeing any business data.

Managing Access

You can change a team member's role or remove them at any time from the Team Management page. Removing a member immediately revokes their access to both the dashboard and the scanner app.