Understanding Manager Statistics in the Loyaltymaster System

  1. Overview
  2. Managers
  3. Understanding Manager Statistics in the Loyaltymaster System

Introduction

This training manual will guide you on how to navigate, review, and edit manager statistics in the Loyaltymaster system. We'll provide a comprehensive step-by-step guide, a troubleshooting section to overcome potential challenges, and a summarising conclusion.

Part 1: Reviewing and Editing Manager Statistics

1.1 Accessing Manager Profiles

  1. Log in to the Loyaltymaster system and navigate to the left-hand menu.

  2. Click on 'Managers' from the list of modules displayed. This action will take you to the 'Managers' screen.

  3. Here, you'll find a tabulated representation of all existing manager profiles, including User Name, Created, Notes, Location, and Status.

1.2 Reviewing Manager Profile Details

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

  2. You'll see various details of the selected manager profile, including Name, Registration Date, Status, Location, Number of Transactions, and Last Transaction Date.

1.3 Editing Manager Profile Information

  1. Scroll to the 'Information' section for editable fields with the manager's details.

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

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

1.4 Reviewing Manager Transaction History

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

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

1.5 Adding a New Manager Profile

  1. Click the 'Add Manager' button at the bottom of the 'Managers' grid or from the 'Create Manager' tile to create a new manager profile.

  2. A popup will appear, prompting you to fill in the manager's details, including Full Name, Email, Contact Number, Password, Location, and any additional notes.

  3. Once all the required fields have been filled, click the 'Add Manager' button to create the new manager profile. This profile will now appear in the 'Managers' grid.

1.6 Editing an Existing Manager Profile

  1. From the 'Managers' grid, click the pencil icon next to the manager's profile you wish to edit.

  2. An 'Edit Manager' popup will appear with all the current manager details in editable form. Make the necessary changes.

  3. Click the 'Save' button to save any changes made.

Troubleshooting

If you encounter issues while reviewing or editing manager profiles, ensure you have the appropriate permissions and save any changes properly. If the issue persists, don't hesitate to contact Loyaltymaster's support team for assistance.

Conclusion

Navigating, reviewing, and editing manager statistics using the Loyaltymaster system are crucial tasks for effective manager administration. This manual provides a thorough guide on how to perform these tasks. For any problems not addressed in the troubleshooting section, contact Loyaltymaster support for further assistance.

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