Console User Details

Overview

The Console User Details screen displays detailed information about a single user in your client account. From this screen, you can view or edit all the information about the user, such as the Role(s) to which they have been assigned, and their login history. 

Access

To access the Console User Details screen, click the desired user from the Console Users screen.

Navigation links are provided near the top of the Console User Details screen:

  • Back to Admins: Click this link to return to the Console Users screen.

  • Next / Previous: Click these links to navigate to the Console User Details screen for the next or previous user.

The Console User Details screen is organized into different sections available by clicking the appropriate tab.

Select an item above for more details on that tab.

Roles

Login History

Features

The Console User Details screen provides the following features related to managing Loyalty user accounts:

Edit User Properties

To edit the properties of a user account:

  1. In the Header section of the Console User Details screen, click the Edit icon. The "Edit Console User" pop-up window is displayed.

  2. Optionally change the user's name or email address.

  3. To reset the user's password, enter a pasword in the "Password" field, then enter it again in the "Password Confirmation" field. 

Note: For users who have a Marigold Engage+ account, the above password fields aren't used; password resets are managed through Messaging, and not through Loyalty. 

  1. Optionally, to assign this user to a Place, click into the "Stores" field. From the list of Places, select the desired Place. Repeat this step as needed. 

  2. Optionally enter a Public Name for this user.

  3. To assign an avatar to this user, click choose file, and browse to and select the desired image file.

  4. From the "Language" drop-down menu, select the user's language setting for the Loyalty user interface.

  5. From the "Time Zone" drop-down menu, select the user's time zone.

  6. From the "Key Binding Mode" drop-down menu, select the desired option.

  7. Click save.

Delete a User

To delete the selected user:

  1. In the Header section of the Console User Details screen, click the Edit icon. The "Edit Console User" pop-up window is displayed.

  2. Click delete. A confirmation dialog box is displayed.

  3. Click confirm.  

Note: You can't delete your own account. If you're viewing your own user account, the Delete button isn't displayed.