Roles - Overview

What are Roles on Loyalife Platform.

What are user roles?

User roles are predefined sets of permissions and access levels that determine what actions users can perform within the Loyalife platform. These roles help manage and control user access, ensuring that each user has appropriate permissions for their responsibilities.

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Importance of User Roles

User roles are crucial for maintaining security, efficiency, and data integrity within Loyalife.
They help in:

• Access Control: Roles restrict access to sensitive features and data, preventing unauthorized
  actions.
• Task Distribution: Roles assign specific tasks and responsibilities to users based on their
  role, streamlining workflows.
• Data Protection: By limiting access, roles protect confidential information and maintain
  data privacy.

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Default Roles

Program Admin

Role Description: Administrators have full control over the Loyalife platform, including user management, program configuration, and permissions management.

Permissions: Administrators can assign roles, modify permissions, and access all features and data.
Program Manager

Program Manager

Role Description: Managers oversee program-related activities, including member management, points distribution, and program monitoring.

Permissions: Managers have access to member data, points management, and reporting features.

Customer Executive

Role Description: Customer Executive users who interact with the loyalty program to resolve member (end consumers) queries.

Permissions: Members can view members' points, transaction history, and program-related information and they can add/remove points.

Please note:

• Permissions for all the default roles (Program Admin, Program Manager, and Customer Executive) cannot be edited or deleted.
• The user can view the list of permissions of the role without having to edit it.
• If maker-checker is enabled, the user management will follow the same process.