How to Manage Team Members and Set Permissions in VaocherApp

When managing a team, it’s crucial to keep your VaocherApp dashboard secure and well-organized. Assigning each user only the access they need, not more and not less. Protects sensitive information like sales data and account settings while allowing everyone to work efficiently.

This guide walks you through how user accounts and access levels function in VaocherApp, so you can control who sees and does what on your dashboard.

User Access Levels in VaocherApp

When you add a team member, you assign them one of two primary access levels:

1. Admin

• Has full control over every part of your VaocherApp dashboard.
• Can manage orders, reports, gift cards, account settings, and team members.
• Best suited for business owners or trusted senior managers.

2. Staff

• Has restricted access to only specific areas of the dashboard.
• Cannot manage users or sensitive account settings.
• Ideal for team members handling specific tasks without full control.

Customize Access by Switching from Roles to Permissions

In addition to selecting Admin or Staff roles, you can click Switch Roles vs Permissions on the invite or edit screen to tailor exactly what the user can do.

This opens a detailed permission list covering areas such as:

• Order Management: View, edit, create, void, or reactivate orders
• Gift Voucher Credit: Add or redeem credit
• Menu Items: View, edit, create, or remove items
• PDF Design: View, edit, create, or remove PDF voucher templates
• Payment Settings: Configure payment methods
• Checkout Form: Edit checkout setup
• Integrations: Manage app connections
• Installation: View installation info
• Promotions: View, edit, create, or delete promotions
• Reports: View sales and financial data
• Gift Voucher Settings: Update voucher rules
• Mobile App Permissions: Look up/redeem or create gift vouchers via mobile
• Member Management: View, invite, or edit team members

Simply check the boxes next to the permissions you want to grant.

How the Invitation Email Looks

After sending the invitation, your team member will receive an email like this one:

The email includes:

• The inviter’s account name
• The assigned role (e.g., staff)
• A Join Now button to accept the invitation and create their account
• A note that the invitation expires after 30 days
• A direct link to join if the button doesn’t work

This provides a simple and secure way for your team members to join your dashboard with their assigned permissions.

How to Set User Access — Step by Step

Step 1: Open Team Member Settings

• Sign into your VaocherApp dashboard.
• Navigate to Settings > Team Members.

Step 2: Invite or Edit a User

• Click Invite New Member to add a new user, or select an existing member to modify access.

Step 3: Select Role or Switch to Permissions

• Choose Admin or Staff for quick role assignment.
• Or click Switch Roles vs Permissions for detailed permission settings.

Step 4: Customize Permissions (Optional)

• Tick the specific permissions to assign.
• Ensure staff have at least one Mobile App permission for app access.

Step 5: Save and Send Invite

• Click Send Invite or Save.
• The user will receive the invitation email and can then access the dashboard with their permissions.

Why Customize User Permissions?

• Protect sensitive data like sales reports and financials.
• Avoid accidental or unauthorized changes to crucial account settings.
• Control who can issue or add credit to gift cards.
• Keep user interfaces clean and relevant by limiting menu options.
• Tailor access exactly to your team’s needs for better security and efficiency.

Tips & Best Practices

• Update permissions anytime as your team changes.
• Remove or disable access by editing or deleting user accounts.
• Limit Admin access to trusted individuals only.
• For detailed instructions, see Inviting members to join your account and Update team member’s permissions.

Summary

Need Help?

If you require assistance or have questions, please contact our support team. We’re happy to help!