1. Creating a customer group
You need to follow this link: Create customer group and create a customer group that will be automatically assigned to all new users upon registration.
On this page, you need to click the "Create" button.
1. Specify the group name
2. Select the type - "Bonuses" or "Discount"
3. Specify the percentage
The first group you create will always be added by default. If you want to change this, click on the three dots, and there will be an option to change the default group.
2. Creating roles
First, let’s briefly explain why this is necessary.
You need to create an account for each cashier so that you can see in the reports how many bonuses each has accrued and redeemed. This is also done so that in case an employee leaves, you can revoke their account.
Currently, we have two roles:
1. Cashier, who only has access to the scanner.
2. Administrator, who has full rights and access to the scanner.
To create a role, you need to follow this link: Create new role and click the "Create" button. Then enter the contact details, email address, come up with a password, and select the role "Cashier" or "Administrator".
