Creating and Managing Manager Profiles Using the Loyaltymaster System

  1. Overview
  2. Managers
  3. Creating and Managing Manager Profiles Using the Loyaltymaster System

Introduction

This training manual is designed to guide you through creating and managing manager profiles on the Loyaltymaster system. The guide offers a detailed, step-by-step walkthrough of the entire process and a troubleshooting guide to address potential challenges. The manual concludes with a brief summary.

Part 1: Creating and Managing Manager Profiles

1.1 Accessing Manager Profiles

  1. After logging in to the Loyaltymaster system, navigate to the left-hand menu.

  2. From the list of available modules, select 'Managers'. This will take you to the 'Managers' screen.

  3. The 'Managers' screen provides a tabulated view of all existing manager profiles, including information like User Name, Created, Notes, Location, and Status.

1.2 Reviewing Manager Profile Details

  1. Click on a manager's username to view their profile details.

  2. The 'Manager Profile' screen will display various details of the selected manager profile, such as Name, Registration Date, Status, Location, Number of Transactions, and Last Transaction Date.

1.3 Editing Manager Profile Information

  1. Scroll down to the 'Information' section, where you'll find the details of the manager account in an editable format.

  2. Make any necessary changes to the manager's profile information.

  3. Once you've made all the required edits, click the 'Save' button to save your changes.

1.4 Reviewing Manager Transaction History

  1. Scroll to the bottom of the page to find the 'Last Transactions' grid.

  2. Here, you'll see a tabulated view of the manager's recent transactions, including User Name, Date, Phone, Device, Template, Event, Amount, and Balance.

Troubleshooting

If you encounter any issues when creating or managing manager profiles, ensure you have the correct permissions and are properly saving any changes made. If the problem persists, don't hesitate to contact Loyaltymaster's support team for assistance.

Conclusion

Creating and managing manager profiles within the Loyaltymaster system is a straightforward process when following these steps. The system offers comprehensive data on each manager, allowing for efficient profile management and oversight.
Use the troubleshooting guide if you encounter any difficulties, or contact Loyaltymaster support for further assistance.

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