ADDING & MANAGING ACCOUNTS
RewardsVault provides access to Add and Manage Accounts with only a few steps.
It’s as simple entering the account information and clicking submit!
It’s as simple entering the account information and clicking submit!
Adding Accounts
Step 1
From the dashboard, navigate to the Admin Console.
Step 2
Select Add Account.
Step 3
In the pop-up enter the new Account Name and select the Funding Group from the drop down.
If you wish a unique recipient to qualify for a promotion more than once, click on ‘Allow Duplicate’.
Step 4
Upload the new Account Logo in the Logo field. This can be customized for each location if necessary.
Step 5
Select Add Account.
Step 6
Success! The new account has been added.
MANAGING ACCOUNTS
Step 1
From the Admin Console, select the black arrow to the right of the account you would like to edit.
In the Active Promotions Widget on your main Dashboard
Step 2
From the pop-up you can edit the Account Name, change the Funding Group and change the account to have a custom logo.
Step 3
Update the Account information and select Save.
Step 4
Success! The Account information has been updated.
Step 5
Click 'Browse Files' and select the saved file from your computer.
Need to add a new Funding Group for a new Account? Click here to learn how to add and manage Funding Groups.