Training Manual: Adding, Editing, and Deleting Manager Profiles Using the Loyaltymaster System
Introduction
This training manual provides a comprehensive guide on how to add, edit, and delete manager profiles within the Loyaltymaster system. The manual includes a detailed, step-by-step walkthrough of the process, a troubleshooting guide to address potential challenges, and concludes with a summary of the procedure.
Part 1: Adding, Editing, and Deleting Manager Profiles
1.1 Steps to Add a Manager Profile
Follow the steps outlined in the Creating Manager Profiles Using the Loyaltymaster System section to add a new manager profile.
1.2 Steps to Edit a Manager Profile
-
Go to the Manager's grid and click the pencil icon at the end of the row for the manager whose profile you wish to edit.
-
The 'Edit Manager' popup will appear with all the fields available in an editable format. Make the necessary changes to the manager's profile.
-
Once you've completed your edits, click the 'Save' button to save your changes and close the 'Edit Manager' popup.
1.3 Steps to Delete a Manager Profile
-
Navigate to the Managers grid and click the username of the manager whose profile you want to delete.
-
You'll be taken to the profile details screen. Here, scroll down to the 'Information' section.
-
At the bottom of this section, click the 'Delete' button.
-
A 'Delete Manager' popup will appear, asking you to confirm the deletion. To confirm, click the 'Remove' button.
Troubleshooting: If you're having trouble editing or deleting a manager profile, ensure you have the necessary permissions. Remember to save your changes when editing a profile. If the issues persist, contact Loyaltymaster's support team for further assistance.
Conclusion
Adding, editing, and deleting manager profiles in the Loyaltymaster system is relatively simple as long as you follow the steps outlined in this guide. Should any challenges arise, make sure to refer to the troubleshooting section of this manual or contact Loyaltymaster support.