🎓
Knowledge base
  • GETTING STARTED
    • 🔑Login and Registration
      • 🧑‍💻How to Register on Digital Wallet?
      • 📱How to Login with Phone?
      • 📧How to Login with Email?
      • 🔁How to Recover your Account Password?
  • CARDS CREATION
    • ✴️Stamp
    • 🎟️Multipass
    • 💰Cashback
    • 💳Certificate
    • 🎫Coupon
    • ❤️Membership
    • 💲Discount
    • 🎁Reward
  • HOW TO INSTALL THE CARD
    • 🍏iPhone (iOS)
    • 🤖Android
      • PWA Cards on Android
      • Google Pay on Android
    • 🔁How to Restore the Card
  • CUSTOMERS (CRM)
    • 👨Customer Profile
    • 🔃Import/export
    • 🗃️Customer Filters
    • 📊RFM Analysis
  • SCANNER APP
    • 👀How it Works
    • ⬇️Installation
    • ⚡Login in the Scanner App
    • 📸Scan and make Transactions
      • ✴️Scanner app - Stamp
      • 🎟️Scanner app - Multipass
      • 💰Scanner app - Cashback
      • 💳Scanner app - Certificate
      • 🎫Scanner app -Coupon
      • ❤️Scanner app - Membership
      • 💲Scanner app - Discount
    • 👨‍💼Manager Seats
  • MANAGERS
    • 🔃Add/ Edit/ Delete
    • 👨‍💼Manager Profile
    • 📊Statistics
  • PUSH NOTIFICATIONS
    • 👀How it Works?
      • 🍏iPhone (iOS)
      • 🤖Android
      • ⏳How long does it take for push messages to be received by our customers?
      • 📫Why aren't my customers receiving push messages?
    • 💬Push Section
      • Marketing Push
        • Sending messages to all customers
        • Sending messages to a segment of customers
        • Sending message to an individual customer
      • Geo-push
      • Push automation
        • Feedback collection
        • Next visit reminder
        • Birthday congratulation
      • Triggered auto-push
  • DASHBOARD
    • 📈Dashboard
  • FEEDBACK COLLECTION
    • ⭐Feedback collection
  • REFERRAL PROGRAM
    • 👯Referral program
  • GEOLOCATIONS
    • 📍Geolocations
      • 🗺️How to Access Locations Section?
  • SETTINGS
    • ⚙️Settings
      • 💳Plan
      • 🛠️Personal Settings
      • 🔗Integrations
      • 🪝Webhooks
  • SUPPORT
    • 🆘Intercom chat
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  1. MANAGERS

Manager Profile

Create manager seats for your sales persons to get access to Scanner App

PreviousAdd/ Edit/ DeleteNextStatistics

Last updated 1 year ago

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1. Upon successful login, navigate to the left-hand menu.

2. From the list of modules displayed, click the icon. Doing so takes you to the Managers screen.

3. Here, information for all existing managers is tabulated via a number of columns that include User Name, Created, Notes, Location, and Status.

4. Clicking the username of a manager displays the details of the selected manager profile. Here, the basic details of the selected manager profile are displayed via separate tiles under the Manager Profile heading. They include Name, Registration Date, Status, Location, Number of Transactions, and Last Transaction Date.

5. Next up is the Information section where the details of the manager account are displayed in editable view.

6. Once you have edited the required fields, click the Save button.

7. At the end is the Last Transactions grid. Here, the last transactions of the manager are tabulated via several columns that include User Name, Date, Phone, Device, Template, Event, Amount, and Balance.

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