User management is available on Classic plans and above.
In this article:
Overview
User management gives each member of your team their own LoyaltyLion sign-in instead of sharing the account owner's. You give each user a role, which controls what they can see and change.
Turning on user management
You need to be the account owner, or have the Admin role, to turn on user management.
Open the menu in the top-right corner and select Manage LoyaltyLion account.
From the left sidebar, choose Users.
Click Enable and invite team.
If your store is on Shopify, staff who open LoyaltyLion from Shopify after this get their own user automatically, with the Viewer role, which you can change in the auto-provisioning settings.
User roles
These are the roles you can give a user:
Role | What they can do |
Viewer | Access basic program information and reports |
Collaborator | Create and manage program settings (Freelancer or agency user) |
Customer support | Manage customer accounts and points |
Program manager | Manage all program settings and customers |
Admin | Full permissions, including adding or removing other users |
This is what each role can access:
| Analytics | Program settings | Customers | Users | Billing |
Viewer | x |
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|
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Collaborator | x | x |
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|
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Customer support | x |
| x |
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Program manager | x | x | x |
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Admin | x | x | x | x | x |
Account owner | x | x | x | x | x |
Every account has one account owner. It isn't a role you can give to another user.
Managing users
You need to be the account owner, or have the Admin role, to add or change users.
Adding a new user
On the Users page, click Add new user.
Enter their name and email address, and choose a role.
Click Send invite.
You'll see a confirmation that the invitation was sent. We email the new user a link to set their password and sign in. If your account uses sign-in without a password, they sign in with a link we email them instead.
Editing, deactivating or reactivating a user
On the Users page, click a user's name to open their User profile. From there you can change their details and Role, or click Deactivate user.
A deactivated user is signed out and can't sign in again until you click Reactivate on their profile.
Changing your account owner
To make someone else the account owner, contact our Support team at support@loyaltylion.com. You can't change the account owner yourself.
Auto-provisioning users through Shopify
On Shopify, staff can open LoyaltyLion from your Shopify admin and have a LoyaltyLion user created for them automatically. They need permission in Shopify to use all apps, or the LoyaltyLion app.
Auto-provisioning is on by default once user management is turned on, and new users get the Viewer role. On the Users page:
To choose a different role for new users, click Manage next to Staff join as, and select the role.
To stop creating users automatically, click Disable in Auto-provision users.
Security settings for your team
The account owner and Admins can apply two sign-in settings to everyone on the account, from the Users page.
Require multi-factor authentication
Users who haven't set up multi-factor authentication have to do so the next time they sign in.
Require sign-in without a password
Every user signs in with a link we email them, or through Shopify, and their passwords are removed. Click Turn on in Require sign-in without a password, confirm who you are, and click Remove passwords.
Once you require sign-in without a password, you can't turn it off.
FAQ
Why can't I add my colleague?
Each email address can belong to only one LoyaltyLion user, across all LoyaltyLion accounts. If the address is already in use, you'll see There was a problem adding this user. Use a different email address, or contact our Support team.
At what level are permissions set?
Permissions are set for the whole account, so a user's role applies to every program and site in it.
Why can't my staff make changes in LoyaltyLion anymore?
After you turn on user management, staff who come in through Shopify are created with the Viewer role, which can see program details and reports but can't change anything. Open a user's User profile and change their Role. To give future users a different role, change it in the auto-provisioning settings.
Can I turn off user management?
Yes. On the Users page, click the three dots next to Add new user and select Turn off user management. LoyaltyLion then stops creating users automatically from Shopify. Users you have already added aren't affected.