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Create a New Security Role to Give Sticky Cards Loyalty Permissions

Create a New Security Role to Give Sticky Cards Loyalty Permissions

5 steps

5 steps

Varun Sharma

Varun Sharma

Getgreenline

How to create a user in Greenline with the correct permissions

How to create a user in Greenline with the correct permissions

1

1

Navigate to your Greenline Dashboard

2

2

Click here

3

3

Click "Security roles"

4

4

Click "Create security role"

5

5

Name the role "Sticky Cards". You can add "Manage loyalty-related settings" as the description (optional). Hit "Save"

6

6

Click "Edit Permissions" for your new Sticky Cards security role

7

7

Under Dashboard-General, enable the following permissions:

"Can use administrative dashboard"

"Can edit company details"

"Can manage integrations"

8

8

Under Dashboard - Products and Inventory, enable the following permissions:
"Can view discounts"
"Can edit discounts"

9

9

Under Dashboard - Customers, enable the following permissions:
"Can view customers"
"Can edit customers"
"Can view loyalty tiers"
"Can edit loyalty tiers"

10

10

You're now ready to add Sticky Cards as a user with the "Sticky Cards" security role. Please use the email address provided by your Sticky Cards