Clienteling: Access

Clienteling users can access the clienteling user interface, which is used to look up and/or enroll customers in the loyalty program. Clienteling users do not have access to CRMS or CSR.

For clients who have implemented the clienteling add-on, the following user types can access the clienteling Interface:

  • Administrator
  • Category Manager
  • Clienteling User
  • CSR Admin
  • CSR User
  • Publisher
  • Store Manager

The following user types do not have access to the clienteling interface:

  • Advanced Reporting User
  • API User
  • Existing Customer User Types