Give each teammate their own access
Open Organisation settings → Team & access. Invite Managers who need permitted programme configuration access and Staff who work the counter. Share the generated invitation link; the recipient signs in with the invited, verified email and accepts. Send teammates their Manager guide or Staff guide. Do not share your Owner login. Customer Members are not your employee list. Review access when responsibilities change. You can change Manager/Staff roles, revoke pending invitations, and remove teammates. The Owner cannot be downgraded through the normal role controls. See team management.Oversee changes
- Confirm reward changes with the team before changing the customer promise.
- Review deletion carefully: unlocked claims on a deleted reward are lost, and deleting the last reward stops stamp earning and redemption.
- Keep outlet details and redemption eligibility accurate.
- Review your organisation’s subscription and any integration setup separately.
- Check broadcast consent and delivery availability before approving member updates.