Running a loyalty programme is a team effort. In Loyaltify, you can invite your staff, choose what each person can do, and change access whenever you need to.
You can add as many team members as you like on every plan.
Step 1: Invite a team member
Go to Team in the sidebar. You'll see everyone who has access to your store, with their name, email and role.
To add someone new:
Click Invite User in the top-right corner.
Enter their Email.
Choose their Role: Admin or Member (more on these below).
Click Save. They'll get an email inviting them to join your store.
💡 Tip: Invitation email didn't arrive? Some Gmail inboxes and company email filters block it. Your team member can sign up directly at app.loyaltify.io/signup using the email you invited, or you can invite a different address.
Step 2: Choose the right role
Each person has one of three roles:
Owner: Can do everything, including managing your subscription, billing and invoices, deleting the store, and changing Admins to Members and back. Every store has one Owner.
Admin: Can manage almost everything day to day: cards, forms, customers, notifications, exports and the team. Admins can't manage billing, delete the store or change another Admin's role.
Member: Ideal for front-of-house staff. Members can view the platform, scan cards in the Loyaltify Store app and send customers their card by email. They can't create, edit or delete anything, export data or invite people.
💡 Good to know: If someone can't find the buttons to create or edit cards, they're probably a Member. The Owner can promote them to Admin.
Step 3 (optional): Give staff scanner-only access
Some of your team only need to scan cards at the counter and don't need to see your dashboard at all. For them, you can limit a Member to the Loyaltify Store app.
Go to Team and click the ⋮ menu next to the Member.
Choose Restrict to Scanner app.
A Scanner only label now appears next to their role. They can still log in to the Loyaltify Store app and scan cards as usual, but they can't open the platform.
Changed your mind? Open the same ⋮ menu and choose Allow dashboard access. The Member gets their view of the platform back straight away.
Change a role or remove someone
Click the ⋮ menu next to a team member's name, then choose:
Promote to Admin or Demote to Member to change their role.
Restrict to Scanner app or Allow dashboard access to switch a Member between scanner-only and their usual access.
Remove User to take away their access. They'll stop being able to scan straight away.
💡 Tip: Can't see Remove User? Scroll down inside the menu. If you've zoomed in on your browser, the chat button can sometimes cover it.
Need to change the store Owner?
Selling your business or handing it over to someone else? Invite the new person as an Admin first, then contact support through chat and we'll make them the Owner.
Good to know
One login per person works best. When each staff member has their own login, your transactions report shows who handled each scan and redemption.
Running more than one brand? One login can manage several stores. Use Create New Store in the top left to add another, and switch between them any time.
Need our help with your account? Our support team may ask you to invite them as an Admin so they can take a look. You can remove them again once everything's sorted.
💡 Tip for businesses with several branches: Not every branch has a device for each staff member. Often there's one shared tablet at the counter. In that case, add each branch as its own team member, with its own email, for example one for your Madrid branch and another for London. As your transactions report shows who made each scan, you'll see at a glance how each branch is doing.
Need a hand?
We're here to help!
If you have any questions about your team or roles, reach out to us via live chat inside Loyaltify, or use the chat button at the bottom right of this page. Our team will be happy to help.