Sticky
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Create a Greenline security role for Sticky

Give Sticky its own Greenline role with only the permissions the integration needs.

Greenline10 steps

  1. Go to your Greenline dashboard.

  2. Click "Employees".

    Greenline, step 2: Click "Employees"

  3. Click "Security roles".

    Greenline, step 3: Click "Security roles"

  4. Click "Create security role".

    Greenline, step 4: Click "Create security role"

  5. Name the role "Sticky Cards". Optionally add "Manage loyalty-related settings" as the description. Click "Save".

    Greenline, step 5: naming the new role "Sticky Cards", with the description field and Save

  6. Click "Edit Permissions" on the new role.

    Greenline, step 6: Click "Edit Permissions" on the new role

  7. Under Dashboard - General, enable "Can use administrative dashboard", "Can edit company details" and "Can manage integrations".

    Greenline, step 7: the Dashboard General permissions, with the three required options enabled

  8. Under Dashboard - Products and Inventory, enable "Can view discounts" and "Can edit discounts".

    Greenline, step 8: Under Dashboard - Products and Inventory, enable "Can view discounts" and "Can edit discounts"

  9. Under Dashboard - Customers, enable "Can view customers", "Can edit customers", "Can view loyalty tiers" and "Can edit loyalty tiers".

    Greenline, step 9: the Dashboard Customers permissions, with the four customer and loyalty options enabled

  10. Add Sticky as a user with this role, using the email address your Sticky onboarding rep gave you.

Back to Greenline guidesSticky loyalty for Greenline

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