Welcome to Loyalife- Roles and Users!
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7.0 - Users and Roles
P
Product Marketer@Xoxoday
Updated: Apr 07, 2025
Description
Click through a step-by-step, interactive demo walkthrough of Giift, powered by Supademo.
Steps
1
Welcome to Loyalife- Roles and Users!
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Click on the element.
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Following that, click on "Create a new role".
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Let me demonstrate by creating a new role called "Finance" to illustrate how we can establish specialized access for financial team members with targeted permissions.
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For this finance role, I can scroll through the comprehensive permission list and selectively grant access only to the reports section, which contains the financial data they need for reconciliation and analysis.
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Following that, click on the element.
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I can also grant them access to the dashboard for high-level metrics while restricting access to operational areas like member management or rule configuration, ensuring proper separation of duties.
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Click on the element.
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Next up, click on "Save".
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Click on "Manage Users".
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Next, click on "Add New User".
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Click on the element.
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enter the individual's details including name and contact information, assign them to the appropriate role we've created, and save the configuration.
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Afterwards, click on "Finance Team".
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Click on "Save".
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Once that's done, click on the element.
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Step 17