Before you begin adding team members as Admin Users to the Punchh Platform, you’ll want to create Roles. Roles are a collection of Permissions in the Punchh Platform. Each Admin User is assigned a role, which determines the sections of the platform they are able to access, and what they can do.
In this video, learn about roles, how to create a role and add permissions to that role.
The video above is from the Punchh Platform Certification. The Punchh Platform Certification is the best way to become familiar with the key functionality inside the Punchh Platform. You can access the certification in Punchh University by clicking the graduation cap icon at the top right of the Punchh Platform.
How to Create a New Role:
1. Click "Settings>Admin Users"
2. On the next screen click the "Roles" tab
3. Then when the screen populates the Roles section click the blue button that says "New Role"
4. Populate the fields on the next screen as desired and click on the applicable red sections to enable them for the new admin role. Remember to click "Save" when done