How do I give an employee their own access?

Modified on Wed, 26 Oct 2022 at 10:54 AM

Setting up limited employee access is pretty simple. This login will only have access to Account Overview, Dashboard, Contacts, Reputation, Reports, and Messenger. They will not have access to make any changes to the offers/loyalty program and settings and they will not be able to run campaigns.

Step 1: Accessing Employees

Click on your name in the top right:

Next click on Employees.

Step 2: Creating a New Employee

Click on Add NEW Employee:

Fill in the form with the employee's information and then click Save Changes at the bottom.

Congratulations! You have completed the process of giving an employee limited access to the account!