Adding & Managing Users

RewardsVault provides access to Add and Manage Users with a few simple steps. It’s as easy as entering the User information, selecting their access and clicking submit!

Adding Users

Step 1

From the dashboard, navigate to the Admin Console.

Step 2

From the Users tab select Add User.

Step 3

In the pop-up enter the new User’s First Name, Last Name, Email, and Phone Number. As well select the Permissions, Communication Settings and Accounts they should have access to and select ‘Save’. An email will be sent to the new User to set their password.

Step 4

Success! The new User has been added.

Managing Users

Step 1

From the Admin Console, select the black arrow to the right of the user you would like to edit.

Step 2

From the pop-up you can edit the User’s Status, Permission, Communications Settings and Accounts they have access too. Once all the information is updated select ‘Save’.

Step 3

Success! The User information has been updated

Need to add or edit a user?