Name

A customisable name for this Person Type.

Customer Service (Limit this Person Type to Customer Service functions only)

Cleared

Selected

Limits the Person Type to the functions available in the Customer Service portal.

These functions can be further restricted in Section 2 Customer Services.

Allow Points Adjustment

Cleared

Selected

Allows adjustment of Member points in Loyalty Admin.

View Amend Access

Cleared

Selected

Determines whether the View/Amend Access button is visible for this Person Type on the Add/Modify Person page.

Note: View/Amend Access does not apply to Person Type Member.

Allow Deletion

Cleared

Selected

Determines whether this Person Type can delete records in list views.

Note: The user must log out and log back in to Loyalty for this to take effect.

Allow Member Sign Up

Cleared

Selected

Allows the Person Type to perform member sign-ups on the Customer Service portal.

Allow Member Edit

Cleared

Selected

Allows the Person Type to edit Member records on the Customer Service portal.

Allow PIN Reset

Cleared

Selected

Allows the Person Type to reset PINs on the Customer Service portal.

Allow Card Replacement

Cleared

Selected

Allows the Person Type to perform a card replacement on the Customer Service portal.

View Member Transactions

Cleared

Selected

Allows the Person Type to view member transactions on the Customer Service portal.

View Member Recognitions

Cleared

Selected

Allows the Person Type to view member Recognitions on the Customer Service portal.