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Managing multiple users

How to add, edit, and manage multiple users in your LoyaltyLion account

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Written by Adam Goodman
Updated this week

Available on Classic, Advanced and Plus plans using Shopify

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.


Enabling user management

To enable user management, you must be the Account owner.

  1. Sign in to LoyaltyLion, click your name in the top-right corner

  2. Select Manage account

  3. From the left sidebar, choose Users

  4. From here, click Enable and invite team

Be aware that once user management is enabled, auto-provisioned users will join in the Viewer role (Learn more about auto-provisioning below)

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


How to manage additional users

To add additional users, you must be the Account owner, or an Admin.

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.

Auto-provisioning is enabled by default. You can disable it in the settings section of the Users page by clicking Disable

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


FAQ

Q: Why can’t my staff make changes in LoyaltyLion anymore?

If you’ve enabled Multi-user, your team members may have been auto-provisioned with the Viewer role. Viewers can see program details and reports, but can’t make any changes. To change this:

  • Click into a team member’s User Profile

  • Change their role to whatever fits better

You can also adjust your auto-provisioning settings so future users are assigned a different role by default. To do this, click Manage in the auto-provisioning box and select the desired role (all future auto-provisioned users will be assigned with this role).

Q: Can I disable user management?

Yes, go to the Users page, click on the 3 dots next to the 'Add new user' button then select Turn off user management.

⚠️ Disabling user management immediately removes secure access for all staff. Your team will go back to sharing access through the account owner's login. Any roles or permissions you've setup will no longer apply

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