Edit Role Properties

To edit the properties of an existing Role:

  1. Select Admin from the top navigation bar, then select Access > Roles from the side navigation menu. The Roles screen is displayed.

  2. Optionally, search for and select the desired Role (see Search for a Role for more information on the available search options). The Role Details screen is displayed with the Permissions tab selected.

  3. Within the header area, click the Edit icon. The Edit Role pop-up window is displayed.

  1. Optionally, in the Label field, edit the Display Name for this Role.

  2. The Internal Name is automatically populated based on the Display Name value. This field is not editable by default. To edit the Internal Name, check Edit Internal Name. A confirmation dialog box is displayed; click Ok. Edit the Internal Name value.

  3. Optionally, in the Description field, enter a description of this item.

  4. Optionally, from the Analytics Group drop-down menu, select one or more Analytics Groups to assign to this Role.

  5. From the Landing Page drop-down menu, select the screen that is displayed when a user with this Role logs into the Loyalty platform. The options are either the Member CSR screen or the Deployments screen.

Note: Loyalty also supports a global default landing page that can be configured via a Program Setting (see Program Settings Category - Show Page Customization for more information). In the event that a Role-based configuration conflicts with the global configuration, the Role-based configuration takes precedence. If a user has been assigned to multiple Roles with different default landing pages, the configuration for the user's "Default Role" takes precedence. 

  1. Click Save.