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How to Add Multiple Users to Your Stampp.it Account: Invite Staff and Admins

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Thomas

Published on 23/09/2024

One of the great features of Stampp.it is the ability to add multiple users to your account, allowing you to delegate tasks and manage your loyalty program efficiently. Whether you want team members to help with scanning cards or managing the business, you can easily invite staff and admins to your organisation. This guide will walk you through the steps to add additional users and explain the roles they can have.

Why Add Multiple Users?

  • Delegate Tasks: Allow staff to handle stamping cards while you focus on other aspects of your business.
  • Access Control: Choose between giving users admin access for full control or limiting them to specific tasks like scanning and viewing stamp history.
  • Efficient Management: Empower your team to manage customer interactions and loyalty program data smoothly.

Step-by-Step Guide to Adding Users to Your Stampp.it Account

1. Navigate to the Business Members Section

To add new members to your Stampp.it account, follow these simple steps:

  • Log In: Visit stampp.it/dashboard and log into your business account.
  • Access Business Members: In the dashboard, find the sidebar on the left-hand side. Click on ‘Business Members’ to manage team members.

2. Invite Team Members

Here’s how to invite staff and admins to join your Stampp.it organisation:

  • Step 1: Click the ‘Invite’ button in the Business Members section.
  • Step 2: Enter the email address of the person you want to invite.
  • Step 3: Choose the role for the user (either Admin or Staff), then send the invitation.

3. Accepting the Invite

Once you’ve sent the invite, the team member will receive an email with instructions to join:

  • Step 1: Open the invitation email from Stampp.it.
  • Step 2: Click the link to accept the invite.
  • Step 3: They will be prompted to create a password and set up their account.
  • Step 4: Once completed, they will be part of your organisation on Stampp.it.

Understanding User Roles: Admins vs. Staff

When inviting team members, it’s essential to assign the right level of access based on their role within your business. Stampp.it offers two user roles:

Admins

  • Full Access: Admins can access all features, including customising loyalty cards, managing customer data, viewing statistics, and modifying loyalty program settings.
  • Manage Staff: They can also invite and manage other users within the organisation.
  • Best for: Business owners or key team members who need full control over loyalty card management and customisation.

Staff

  • Limited Access: Staff members can only access specific features such as scanning customer cards and viewing stamp history. They cannot modify cards, manage customers, or view analytics.
  • Best for: Employees who need to interact with the loyalty program, stamp cards, and track customer stamps but don’t need full control over the account.

Managing Users Efficiently

By adding Admins and Staff to your Stampp.it account, you ensure that tasks are divided appropriately, and your team can work collaboratively without any confusion. Admins can manage every aspect of the loyalty program, while Staff members can focus on interacting with customers and ensuring smooth operations.

Conclusion

Adding multiple users to your Stampp.it account enhances your business’s ability to manage loyalty programs efficiently. By assigning roles such as Admin and Staff, you can control access to important features and allow your team to contribute to the customer experience seamlessly. Get started today by inviting your team and empowering them to manage your loyalty program on Stampp.it!

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