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