Permissions for Managers/Staff

You can add Manager/Staff accounts to your DRC Business and Pro plan. This allows you to give employees their own login to the DRC dashboard or just restrict them to use the scanner. Here’s a quick of permissions options.

✅ View Revenue statistics: Grants access to view analytics related to income generated through cards, redemptions, and campaigns.

✅ View Feedbacks statistics: Allows the manager to see customer feedback data submitted through cards (e.g., satisfaction ratings or reviews).

✅ View Referrals statistics: Lets the manager view how many users came via referral programs and how referrals are performing.

✅ View Customer profile statistics: Enables viewing engagement metrics per customer—visits, points earned/redeemed, and interaction history.

✅ View Templates: Allows viewing available card and communication templates 

✅ Edit Templates: Allows modifying or creating new templates for cards or communications.

✅ View Customers: Lets managers see the customer list, profiles, and activity logs.

✅ Edit Customers: Allows editing customer data like name, phone number, tags, birthday, or card status.

✅ View Segments: Allows viewing customer groups based on filters like activity, points, visits, etc.

✅ Edit Segments: Grants ability to create or modify dynamic segments for targeted campaigns.

✅ View Operations: Grants access to logs of customer actions, like visits, accruals, redemptions.

✅ Make Accruals: Allows manually issuing points, stamps, or rewards to customers.

✅ View Mailings: Lets users view past or scheduled email and SMS campaigns.

✅ Edit Mailings: Allows creating and sending email/SMS campaigns.

✅ View Pushes: Lets users view scheduled or sent push notifications.

✅ Edit Pushes: Allows sending or modifying push notifications.

✅ View Locations: Allows viewing the list of geo locations and their details.

✅ Edit Locations: Grants permission to add/edit/remove location data (addresses, contacts).

✅ View Payments: Allows access to payment history, invoices, and billing dates.

✅ Edit Plans: Grants permission to upgrade, downgrade, or cancel plans.

✅ Edit Snapshots: Lets managers create or restore account states using snapshots (backups of settings, templates, and data).

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