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User Permissions

Learn about the different user roles in Rise and the specific permissions each role provides

Emilie Levenbach avatar
Written by Emilie Levenbach
Updated over a month ago

In this article, you'll find:

  1. What are the different Roles in Rise.ai

  2. Rise.ai's Features and Permissions

    1. Detailed Explanations of Each Feature

  3. How to manage user permissions
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What are the different Roles in Rise.ai

Owner:
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The first user to sign up for the Rise.ai account is designated as the Owner. The Owner has full control over the account and can add other members with various permissions.

Roles Overview:

  • Admin

  • Operator

  • Customer Relations Manager

  • Customer Support (Read-Only)
    ​

Rise.ai's Features and Permissions

Below is a detailed overview of Rise.ai's key features and functionalities, along with the permissions for each user role.
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Permission

Owner

Admin

Operator

Customer Relations Manager

CS

Support
(read-only)

Account Settings

View: Settings and Sales Channels tabs

V

V

V

V

V

Edit: Settings and Sales Channels tabs

Create and change the business name

V

X

X

X

X

Products Page

View: Gift card and wallet product page

V

V

V

V

V

Edit: Create a gift card page and a customer wallet page

V

V

V

X

X

Gift Card &

Wallet Functionality

View: Customer gift cards and wallets

V

V

X

V

V

Edit: Customer gift cards and wallets

Create customer gift cards and wallets and adjust the balance

V

V

X

V

X

Notifications

View: Email notifications for gift cards and store credit

V

V

V

V

V

Edit: Create and edit email notifications for gift card and store credit

V

V

V

X

X

Workflows

View: Workflows

V

V

V

V

V

Edit: Create and edit new and existing workflows

V

V

V

X

X

Batches

View: batches tab

V

V

V

X

X

Edit: Create gift card and wallet batches

V

V

V

X

X

Storefront Assets

View: Storefront assets for store credit and gift cards

V

V

V

V

V

Edit: Create new and edit existing storefront assets

V

V

V

X

X

APIs & Webhooks

View: Existing API keys

V

X

X

X

X

Edit: Create, delete, and test API keys

V

X

X

X

X

View: Existing webhooks

V

V

X

X

X

Edit: Create, delete, and test webhooks

V

V

X

X

X

Reports

Export reports

V

V

X

X

X

Refunds

View: Existing refunds

V

V

V

V

V

Edit: Issue refunds

V

V

X

V

X


Detailed Explanations of Each Feature

  • Account Settings: Manage account, store, and business settings.

  • Products Page: View and manage gift card and wallet pages.

  • Gift Card and Wallet Functionalities: Create and manage personal gift cards and wallets.

  • Emails: Create and manage Rise.ai emails.

  • Workflows: Create and manage your Rise.ai workflows.

  • Bulks: Create and manage multiple gift cards and wallets.

  • Storefront Assets: Activate and manage storefront assets related to Rise.ai.

  • Reporting: Export and view reports.

  • API and Webhooks: Generate and manage API keys and webhooks.

  • Refunds: Issue and view new and existing refunds.
    ​

How to manage user permissions

To add a team member, navigate to Settings → Team & Permissions → Invite New Member.
​
​

Enter their email, select their role, and click Send Invite.

Once the invite is sent, your team member will receive an email from Rise.ai and will need to accept the invite.


To Edit the Role, navigate to Settings → Team & Permissions, click the "..." icon next to the user, then select Change Role.
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To Remove a user, go to Settings → Team & Permissions, click the "..." icon next to the user, and select Remove Member.
​
​

To resend the invitation for a pending invite, click the "..." icon and select Resend Invite.
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Have more questions or any product feedback?

Feel free to contact us at info@rise.ai or in the chat box.

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