Update Phone Numbers and Manage User Settings
In this article, we’ll cover how to get set up in Redeam’s Reseller Portal. We’ll walk through:
- How to add a customer service phone number
- How to add Point of Sale or POS locations and phone numbers
- How to add users, and
- User permissions
Step 1 : Add Customer Service Phone Number and Point of Sale (POS) Phone Numbers
'Super Admins' will have access to certain features that other types of users will not. For example, the customer service phone number.
When logging in for the first time, Super Admins will be prompted to enter in a customer service phone number. This number is important because it will appear on the voucher emails customers will receive. They will be instructed to call that number if there is a problem with their order. Please make sure that these phone numbers will route to someone that will be able to assist them.
You may skip this step, however you won’t be able to make bookings till there is a number in place.
If you do close out of the initial pop-up, it is possible to enter this information by clicking the user icon in the top, right-hand corner of the screen. Click the user dropdown menu. Then, click ‘Company’.
From here you can add a number, if you didn’t before, or, edit the number.
On this page, you will also have the option to add Point of sale locations and their phone numbers.
There needs to be phone numbers for each of your Point of Sale Locations. When you add a phone number to a point of sale location, customers who make a purchase at that location will then see that number on their confirmation instead of the general customer service number.
Step 2: Add Users and User Permissions
In the left-hand menu, click ‘User Management’. This page is only viewable by Super Admin users.
To add a user, click the ‘Add User’ button at the top of the page. You will be prompted to enter their First Name, Last Name, Email and Phone Number.
You must create a password here. This is only an initial temporary password and the user will receive an email prompting them to set their own password.
After entering the user’s password, you can choose what type of user role they will have. This can be changed at any time.
There are four different user roles that have access to certain features in the platform.
- Super Admin can access all features, including User Management, Price Management and Schedule, the ability to create/edit/cancel bookings and the ability to see both retail and net rates.
- Location Admin has access to Price Management and Schedule, the ability to create/edit/cancel bookings and the ability to see both retail and net rates.
- Manager has the ability to create/edit/cancel bookings and the ability to see both retail and net rates.
- Agent has the ability to create bookings.
After assigning a role, you can assign POS locations to the user.
Once a user is created, you will see them in the table on the User Management page. By clicking view, you can see their information and role. You will have the option to edit their information, or deactivate them. You can also send a reset password email to them if needed.
Want to provide feedback on our product? Feel free to write to us via our feedback portal.