Giving your staff different access to your Voucher Connect account is a great way to keep track of what’s going on and to make sure only the necessary details are shared with each staff member.
Let me show you how to do this..
Head over to your Voucher Connect dashboard.
Click Settings - General Settings from the main menu.
From here scroll down and click on Staff.
Here you can see all the staff login emails and what access (role) they have:
You might be wondering what each role means, let me explain..
Admin - This gives full access to the dashboard.
Manager - Access to sales, reporting, redeeming and selling.
Redeemer - Only able to redeem vouchers.
Redeem & Sell - Only able to redeem and top up vouchers for sale in-store.
Once you have decided on what access to give each staff member, you can click Add User.
A pop up will appear asking for Email, Name and Role.
Click Invite. This will send the staff member an invite email to the Voucher Connect account.
From this invite, they can set a password and use this as their login for the Voucher Connect App or dashboard.
And that’s all there is to it! You will now be able to view all Redemptions and Top up details from the Reporting tab on the main menu.
If you have any questions, just let us know. We’re always here and happy to help 😊