Getting Started with Users Accounts

Overview

Loyalty platform users with the proper administrator privileges can create new platform User Accounts, and manage the existing User Accounts, within their Loyalty instance. 

When creating or managing User Accounts, the administrator must assign one or more Roles to the User Account. A Role is a collection of permissions that controls what features or resources a user can access, and what actions they can perform (view, create, update, and so forth).

For more information on Roles, see Getting Started with Roles.

Access

The Console Users screen is used to view, create, and manage the User Accounts in your Loyalty instance. To access the Console Users screen, select Admin from the top navigation bar, then select Access > Console Users from the side navigation menu.

For more information on the search options available on the Console Users screen, please see Search for a User Account.

Exports

The platform does not support the export of User Accounts from the Loyalty platform.

Imports

The platform does not support the import of User Accounts into the Loyalty platform.

  View a User Account Create a User Account Assign a Role to a User Account