User

In this section, we will walk through how to set up users and their access in the system.

User settings are important when it comes to managing multiple levels of control within an organization. For example, developers need full access to fix or add new features, store staff require access to the redemption admin panel, and data analysts may need full access to reports.

By limiting access, merchants can prevent data breaches and human errors that could result in business loss. It’s an effective way to manage who can see what they should and need to see.

To effectively manage your user, it’s essential to understand the following backend sections and their respective functions:

The User section lets you manage who can access the CRM backend based on their user roles.