Roles & Permissions

Ryan O'Donnell Updated by Ryan O'Donnell

Permission Levels

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.

How did we do?

Client Intake Form

Contact