Members Settings

access team member settings by going to settings > company account > members settings see team members docid 2dbwqgbbhamoe2idcjvze for adding new staff accounts priority messaging any contacts added the priority list will be pushed to the top of the message queue when sending campaigns ip address whitelist set ip addresses that are allowed to login to aiq if none are entered, all ip addresses will be allowed employee points blocklist add phone numbers and/or emails that you would like to block from accruing points you can save without an end date so that the block will be forever to edit a blocklisted persona, just click on their entry in the table, update the info above and click "update" notes blocklisted employees are still eligible to receive sms and to view their wallet, however, they are not allowed to redeem points based discounts if someone is removed from the blocklist, they can then earn points for any purchases made during the time they were on the blocklist as long as they were a loyalty member at the time of purchase role permissions set custom role permissions for the different roles these toggles will override permissions for every user at your company with that role see team members docid 2dbwqgbbhamoe2idcjvze for more info manager edit points this allows 'manager' roles to edit a persona's loyalty points manager add points or staff add points this allows these roles to add loyalty points to a persona staff edit persona traits this allows staff to edit persona traits, such as phone or name marketing send campaigns without owner/operator approval by default, campaigns require owner/operator approval before being sent you can override this by turning this setting on when off, the owner/operator will be required to approve any campaigns prior to launch; they’ll receive an email upon campaign save this will automatically move campaigns created by users with 'marketing' roles to a 'pending approval' status owners/operators can switch the status to 'live' when on, marketing roles can send campaigns without owner/operator approval