Introduction
There are many Reward Manager (or Admin Portal) roles available, each designed to let you perform specific tasks or gain certain permissions on the platform.
Some roles are exclusive to Reward Gateway | EdenRed, so they can't be assigned to our clients. However, there are plenty of roles that enable our Clients to manage their Programs effectively.
Reward Manager - Client Roles
Note: Reward Manager Roles are now documented individually, and the complex table which was previously in this article has been updated.
All individual Role articles are in this Section of the Help Center: Reward Manager - Individual Roles
List of Client Roles
The below is a summary of all Client roles and the permissions that role gives.
Click the relevant role name to be taken to full details on which menu items and tasks the role gives access to.
| Permissions | Role |
| System | |
| Access to unblock/unlock accounts after failed MFA attempts | 2FA Access Administrator |
| Ability to reset 2FA / MFA setup types | 2FA Administrator |
| Access to unlock locked accounts. Users with this role will be able to unlock accounts for the members. | 2FA Support Administrator |
| Ability to manage FAQs in the platform | FAQ Administrator |
| Ability to send secure files | File Sender |
| Ability to receive secure files | Generic File Receiver |
| Ability to view, add, amend or disable all integrations | IT Administrator |
| Read-only access to integrations dashboard | IT Administrator (Read-Only) |
| Ability to manage access to the programme. (Import Members, Add Members and Edit Member Information etc.) | Member Access Control Administrator |
| Ability to manage queued queries for membership registrations. Will receive notifications when there are queued registrations. | Member Query Administrator |
| Ability to assign new roles to members | Permissions Manager |
| Ability to manage security settings of a programme | Programme Security Administrator |
| On demand SFTP (Secure File Transfer Protocol) and SSO (single sign-on) administration | SSO Administrator |
| Ability to add new Webhooks for new APIs | Webhook Administrator |
| Employee Surveys | |
| Ability to create, amend and see reports for all surveys | Employee Surveys Administrator |
| Ability to create surveys and edit surveys I create | Employee Surveys Editor |
| Read-only access to surveys and their reports | Employee Surveys Report Viewer |
| Reward Marketplace | |
| Ability to administer Reward Marketplace | Reward Marketplace Administrator |
| Reward & Recognition | |
| Ability to manage nomination budgets | RR Budget Holder |
| Ability to review fund requests for Instant Awards | Instant Awards Owner |
| Ability to administer Reward & Recognition rules | RR Rules Admin |
| Ability to view and approve Reward and Recognition Nominations | Reward Recognition Approver |
| Ability to configure Reward and Recognition budgets | Reward Recognition Nominations Budget Administrator |
| Ability to administer an AwardFilePlus scheme | Reward Recognition Scheme Administrator |
| Ability to administer Reward and Recognition Nominations, edit Award types and export Nominations | Reward Recognition Super Approver |
| Ability to delete comments which have been left on the Social Recognition Wall | Social Recognition Administrator |
| SmartHub | |
| Ability to manage all aspects of SmartHub and SmartHub Layouts | Smart Hub Administrator |
| Ability to manage all aspects of SmartHub Pages | SmartPage Administrator |
| Ability to write and edit Blogs and manage permissions on Blog Feeds. Can remove Blog Post comments. Can manager other users' permissions on Blog Feeds across the platform. | SmartPress Administrator |
|
Ability to write and edit Blogs. Note that permissions on Blog Feeds should be managed using the Blog-based permissions and not with this role |
SmartPress Article Writer |
| Ability to administer SmartHub Tags created on a program. | SmartTags Administrator |
| SmartPay | |
| Ability to approve holiday trading applications. | SP Holiday Trading Line Manager |
|
Ability to administer functions such as earnings assessments or childcare account migration in SmartPay Childcare. UK only role |
SmartPay Childcare Administrator |
| Ability to add, change and amend Direct Debit limits | SmartPay Direct Debit Administrator |
| Provides overall SmartPay administrative rights. Role can be assigned in relevant SmartPay section only. | SmartPay Master Administrator |
| Provides rights over payroll administration | SmartPay Payroll Administrator |
| Ability to add new SmartPay products. Role can be assigned in relevant SmartPay section only. | SmartPay Product Administrator |
| SmartProducts | |
| Ability to view SmartInsights reports and statistics (R Reports) | Reports Viewer |
| Ability to manage all aspects of Segment Manager (create, edit, delete and view). | Segments Admin |
| Ability to create and view segments in Segment Manager | Segments Viewer |
| SmartSpending | |
| Ability to manage retailers on the programme | Retail Restricted Administrator |
| Total Reward Statement | |
| Provides overall TRS administrative rights | TRS Master Administrator |
Why Did We Change This Article?
This approach has been done for a few reasons:
- To avoid multiple sources of the same information. Information becomes out of sync, and incorrect, when the same role is mentioned in a lot of different articles (which was the case previously). It was being updated in one article but not the others. This means information was not reliable or accurate.
- To consolidate all information, for each role, into one place. Previously information was spread across multiple articles. Information has now been taken from several different articles, all of which had different data points. It has been collated into one article per role, instead of having it spread over several places.
- To improve search success. Having an article per role means that you can search for the specific action or permission you need, or what you need to be able to do, using the Help Center search bar, and you should get a specific answer. The article will appear for the specific role you need, for the exact thing you need to be able to do.
- Less time to find the information you need. Improved search success, less scrolling through long tables, and not having to visit several articles for the different data, means that it should take less time to get the exact answer you need.
-
To improve readability. For complex roles, the tables were hard to make sense of. The individual articles are much more easy on the eye.
An example of a complex role that was hard to read in the table format is: Member Access Control Administrator
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