Invite & Edit Users

Adding a New User

To invite users to Loyalife, follow these steps:

Step 1: Go to User Management ➝ Manage Users ➝ Add a User.

Step 2: Add the info as per the below fields:

• a. First Name, Last Name and Username: Enter the user's first, last name and a username.
• b. Email: Provide the user's email address.
• c. Phone: Enter the user's contact number.
• d. Password: Set a secure password for the user.

• e. Role Selection: Using the drop-down menu, choose the appropriate role for the user based on their responsibilities. At this point, you can also "Add a New Role", for more details view the Managing Roles Module Documentation.

• Click on send for approval or Save and invite the user.
• Once a user is invited:
  • They will receive an email with login instructions.
  • Users will have access to the system with permissions assigned to their role.
  • Permissions not granted through roles will not be accessible to them.
• Once added, there details can be viewed on the Manage Users page.

Editing a user

To edit user profiles:

• Go to the User Management ➝ Manage Users ➝ Select a User ➝ Click Menu ➝ Edit.
• Update the necessary information and save changes.