Role Details

To edit the properties of a Role:

1. In the Header section of the Role Details screen, click the Edit icon. The "Edit Role" pop-up window is displayed.

2. Optionally change the Role's label.

3. The "Internal Name" is automatically populated based on the "Display Name" value. This field is uneditable by default. To edit the Internal Name, check the "Edit Internal Name" check box. A confirmation dialog box is displayed; click ok. Edit the Internal Name value.

4. Optionally, enter a description of the Role in the "Description" field.

5. Optionally, select onto more Analytics Groups to assign to this Role.

6. Optionally, from the "Landing Page" drop-down menu, select the screen that a user assigned to this Role will see when logging into Loyalty.  

Note: Loyalty also supports a global default landing page that can be configured on the Program Settings screen. In the event that a Role-based configuration conflicts with the global configuration, the Role-based configuration takes precedence. If a user has been assigned to multiple Roles with different default landing pages, the configuration for the user's "Default Role" takes precedence. 

 

7. Click save. 

To copy the selected Role:

1. In the Header section of the Role Details screen, click the Copy icon.

2. The platform creates a new Role with the same properties as the copied Role. 

To delete the selected Role:

1. In the Header section of the Role Details screen, click the Edit icon. The "Edit Role" pop-up window is displayed.

2. Click delete. A confirmation dialog box is displayed.

3. Click confirm.