Scenario:
I would like to add a new offer for a client I am working for
“Retailers & Offers” management
Role Name:
Retail Restricted Administrator
Internal or External Role?:
Both
Description / Role Privileges:
Ability to manage retailers on the programme
Relevant SmartDashboard, Product or System:
SmartSpending
Menu Options:
Retailers & Offers
Submenu Options:
Manage Dashboard
Role Sees (what they can see):
This page allows clients to browse the retailers that are available on their scheme and lets them view their offers and details.
Role Edits (detailed list of tasks):
Can view each retailer on the scheme and hide them or downgrade to limited visibility.
Hide: The retailer will not be visible anywhere on the scheme - platform, app, emails.
Limited Visibility: The retailer will show only when searched in the search bar; it will not show on banners, on emails.
How to Configure the Role:
To be added