Manage Roles

What are user roles?

User roles are predefined sets of permissions and access levels that determine what actions users can perform within the Loyalife platform. These roles help manage and control user access, ensuring that each user has appropriate permissions for their responsibilities.

Importance of User Roles

User roles are crucial for maintaining security, efficiency, and data integrity within Loyalife.
They help in:

• Access Control: Roles restrict access to sensitive features and data, preventing unauthorized
  actions.
• Task Distribution: Roles assign specific tasks and responsibilities to users based on their
  role, streamlining workflows.
• Data Protection: By limiting access, roles protect confidential information and maintain
  data privacy.

Default Roles

Program Admin

Role Description: Administrators have full control over the platform, including user management, program configuration, and permissions management.

Permissions: Administrators can assign roles, modify permissions, and access all features and data.

Note: For this default role, the "Advanced Configuration" permission is disabled.

Program Manager

Role Description: Managers oversee program-related activities, including member management, points distribution, and program monitoring.

Permissions: Managers have access to member data, points management, and reporting features.

Note: For this default role, the "Advance Configuration" permission is disabled.

Customer Executive

Role Description: Customer Executive users who interact with the loyalty program to resolve member (end consumers) queries.

Permissions: Members can view members' points, transaction history, and program-related information and they can add/remove points.

Note: For this default role, the "Advance Configuration" permission is disabled.

Role Management & Permission Rules

When managing or creating roles, please adhere to the following system behaviors:

• Default Role Constraints: Permissions for all default roles (Program Admin, Program Manager, and Customer Executive) cannot be edited or deleted. Specifically, the "Advance Configuration" permission is systematically disabled for these roles.
• Admin Login Behavior: When logging in as an Admin to any program other than the "Base Program," the user is automatically assigned the Program Admin role. In this state, the "Advance Configuration" permission will be disabled.
• Custom Roles: When a user creates a new custom role (any role other than the three defaults), the "Advance Configuration" permission will be visible and available for selection.
• Permission Visibility: Users can view the full list of permissions for any role without having to enter "Edit" mode.
• Maker-Checker: If maker-checker is enabled, all user management and role assignment actions will follow the established approval workflow.