Creating Manager Profiles Using the LoyaltyMaximizer System

Introduction #

This training manual provides a comprehensive guide on creating manager profiles within the LoyaltyMaximizer system. The manual offers a detailed, step-by-step walkthrough of the process, provides a troubleshooting guide to address potential challenges, and concludes with a procedure summary.

Part 1: Creating Manager Profiles #

1.1 Steps to Create a Manager Profile

1. Navigate to the Managers screen by following this workflow: LoyaltyMaximizer > Left-Hand Menu > Managers.
2. Click the ‘Add Manager’ button at the bottom of the Managers grid or within the ‘Create Manager’ tile to create a new manager profile.
3. A popup window will appear, prompting you to enter the manager’s details.
4. Enter the full name of the manager in the ‘Full Name’ field.
5. Enter the manager’s email address in the ‘Email’ field.
6. Input the manager’s contact number in the ‘Contact Number’ field.
7. Create a unique password for the manager profile in the ‘Password’ field.
8. To confirm, re-enter the created password in the ‘Repeat Password field.
9. Select the appropriate location for the manager profile using the ‘Location’ dropdown menu. This dropdown will contain all locations previously created in the system.
10. If there are any additional instructions or notes, record them in the ‘Notes’ field.
11. If you prefer not to send an access invitation to the manager via email, disable the ‘Send access to email’ toggle.
12. After entering all the required information, click the ‘Add Manager’ button to create the profile. This newly created profile will now be visible in the Managers grid.
13. Managers can then log in to the scanner application using the credentials created for them. Access the scanner app via the following URL: https://app.LoyaltyMaximizer.com/scanner-app.

Troubleshooting: If you encounter difficulties creating a manager profile, ensure all required fields are filled out correctly. If problems persist, contact LoyaltyMaximizer’s support team for further assistance.

Conclusion #

Creating manager profiles in the LoyaltyMaximizer system is a straightforward process. Remember to fill in all the required details correctly and follow the steps outlined in this guide to ensure a smooth setup. If challenges arise, refer to the troubleshooting section of this manual or contact LoyaltyMaximizer support.