Team Members
- Navigate to Settings > Company Account > Team Members
- Click "Add User" button
- Fill out all the required information
- Click Add User button
The newly added user will receive an email to set their password, so be sure to use a valid email address.
Only users with Owner permissions can create, edit, and/or delete users.
See the table below for a list of Roles and what parts of the platform those roles have access to.
There are also some overrides to the default Role Permissions, including Permission: Campaign Approval.
Any contacts added the priority list will be pushed to the top of the message queue when sending campaigns.
Set IP addresses that are allowed to login to AIQ. If none are entered, all IP addresses will be allowed.
Add phone numbers that you would like to block from accruing points.
They 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.
