User: Roles

CRMS user roles include:

  • Administrators have "Super User" privileges. They can create new users and assign privileges. They are also authorized to create, publish, approve, and schedule offers and loyalty programs.
  • Publishers can only schedule offers. They cannot create users.
  • Store Managers can create offers for their store, but the offers must be approved by an Administrator or Publisher. (Contact Reward's Client Services before attempting to assign this role to a CRMS user.)
  • Category Managers can create offers in their product category, for any store, but the offers must be approved by an Administrator or Publisher. Contact Reward's Client Services before attempting to assign this role to a CRMS user.
  • CSR Admins can access certain features under CRMS Reports, Support, and Admin menus. For example, under the Reports menu, CSR Admins can only access the CSR Activity Report. A CSR Administrator can only add CSR Users.
  • CSR Users can only access certain features under the CRMS Support menu.
  • Clienteling Users can access the Clienteling User Interface, which is used to look up and/or enroll customers in the Loyalty Program. Refer to Clienteling for more information. Clienteling users do not have access to CRMS or CSR.
    • For clients who have implemented clienteling, the following user types can also access the clienteling interface:
      • Administrator
      • Publisher
      • Store Manager
      • Category Manager
      • CSR Admin
      • CSR User
    • The following user types do not have access to the clienteling interface:
      • API User
      • Advanced Reporting User
      • Existing Customer User Types
  • API Users are API specialists, who cannot access CRMS.

To add or manage Advanced Reporting Users (also known as Ad Hoc Reporting users), navigate to the Admin > Advanced Reporting Users page.