Once logged into PeopleVine, navigate to the control panel by click the cog icon on the right hand side.
Select Manage Users under Settings and Tools.
Here you can see the list of users in your account and their specific account information and permission level.
To invite a new user to the platform, simply click on Invite New User and the system will prompt you for their first name and e-mail address.
Users can be implemented based on the following user types.
Administrator: Full access to manage all platform settings and delete capabilities
Supervisor: Ability to create, edit and view all aspects of member/guest experience + exports and other super user settings.
Experience Manager: Ability to create, edit and view all aspects of member/guest experience.
Manager: Ability to view and manage the member experience with no access to spend, notes and certain personal info (confidential info)
Waitstaff: Provides limited access to member data in order to service the member with no access to sensitive or confidential info
Support: All sensitive and confidential info will be masked, however they will have admin access to configure the platform.
Account Rep: Allows user to create a portfolio of clients. Information is restricted to CRM profiles of people they enrolled or are assigned to
API Account: Used only to access the API (can not log into the Control Panel)
Check-In App: User can only access the Check-In by Peoplevine App
No Access: We leverage this to link POS order data to employees
*Only Administrators are able to invite new users.