Adding additional users is currently in beta. If you’d like to access this feature, please reach out to your LoyaltyLion CSM or our support team.
Overview
Enhance collaboration by adding multiple users to your LoyaltyLion account. Assign specific roles to team members based on their responsibilities, ensuring secure management of your loyalty program.
User roles
Below is a breakdown of the roles available and what each allows:
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 |
Account owner | Full permissions and billing |
Looking at access to specific functionality, this is broken down as follows:
| Analytics | Program settings | Customers | Users |
Viewer | x |
|
|
|
Collaborator | x | x |
|
|
Customer support | x |
| x |
|
Program manager | x | x | x |
|
Admin | x | x | x | x |
Account owner | x | x | x | x |
Account owners are the only users who can manage billing on the account.
Users included in your plan
Your plan includes a set number of users that you can add to your account. While there’s a limit, you can go over it if needed. Only users added beyond this limit will incur an extra charge, which will be reviewed with your account manager at renewal.
Plan | User seats |
Classic | 5 |
Advanced | 10 |
Plus | 15 |
How to manage additional users
To add additional users, you must be the Account owner, or an Admin.
Sign in to LoyaltyLion, click your name in the top-right corner, and select Manage account. Then, from the left sidebar, choose Users to view, manage, and add new users.
Adding a new user
Click Add new user and fill in the form including assigning the desired role.
Once complete, hit send invite and the new user will receive an invitation to their inbox from where they can reset their password and sign in.
Editing, deactivating or reactivating a user
From the users list, click into any user. From here you can edit the user's details and role, as well as deactivating or reactivating them.
Deactivated users will be signed out and unable to sign back in until they are reactivated.
Changing your Account Owner
If you need to change the owner of your LoyaltyLion account, please get in touch with our support team at support@loyaltylion.com who will be able to assist with making this change.
Auto-provisioning users through Shopify
You can allow staff to enter LoyaltyLion through Shopify and have a new LoyaltyLion user auto-created for them. Staff must have the correct permissions in Shopify to access all apps, or the LoyaltyLion app specifically, in order for this to work.
This allows your staff to access LoyaltyLion via Shopify and have a user created for them with predefined permissions.
By default, new users are created with the Viewer role. You can change this by clicking Manage in the auto-provisioning box and selecting the desired role.
To enable auto-provisioning, go to the settings section of the Users page and click Enable.