Roles & Permissions
Updated
by Ryan O'Donnell
Role | Accessible Screens | Notes |
Owners | Assistant, Connectors, Customer Account Settings, Dashboard, Marketing, Program Settings, Referrals, Rewards, Users | Can manage Customer Account Settings and create new programs in addition to all Program Admin functionality. |
Program Admins | Assistant, Connectors, Dashboard, Marketing, Program Settings, Referrals, Rewards, Users | Can view and edit program settings and Users in addition to all Bonus Admin, Marketing Admin, and Recruiter Functionality. |
Marketing Admins | Assistant, Connectors, Dashboard, Marketing, Referrals | Can view and edit messages in addition to recruiter functionality |
Bonus Admins | Assistant, Connectors, Dashboard, Rewards, Referrals | Can view and edit rewards in addition to recruiter functionality |
Recruiters | Assistant, Connectors, Dashboard, Referrals | Can view and edit referrals and connectors |
Connectors (Employees) | N/A | Can submit a referral, ask a question or request a status update on their referral. |
Seekers (Referrals) | N/A | Can indicate interest via chatbot. |