Manager Profile - Viewing and Managing Team Member Details
Overview
The Manager Profile screen provides comprehensive information about individual team members, including their account details, permissions, activity metrics, and transaction history. This guide covers how to view and manage manager profiles, edit permissions, and track team member performance.
What you can do:
View detailed information about each manager
Review manager activity metrics and transaction history
Edit manager account details and permissions
Track how many transactions each manager processes
Download transaction reports for specific managers
Monitor team member performance and access patterns
Before You Begin
Requirements:
Administrator access to your Perkstar account
At least one manager account created in the system
Understanding of your team structure and role requirements
Important: Only administrators can access and modify manager profiles. Managers cannot view or edit profiles of other managers, including their own permissions.
Accessing Manager Profiles
Navigating to Managers
Step 1: Log in to your Perkstar account
Step 2: Navigate to the left-hand menu
Step 3: Click the Managers icon from the list of modules
This takes you to the Managers screen showing all existing manager accounts.
Understanding the Managers Grid
The Managers screen displays information for all team members in a table format with the following columns:
User Name
The manager's full name as recorded in their profile
Click the username to view detailed profile information
Created
Date when the manager account was created
Helps track how long team members have had access
Notes
Any internal notes recorded during account creation
Quick reference for role, shift, or special instructions
Location
Assigned location (if multi-location restriction is set)
Blank if manager has access to all locations
Status
Active or inactive indicator
Shows whether the manager can currently access the account
Viewing Manager Profile Details
To view comprehensive information about a specific manager:
Step 1: From the Managers grid, click the username of the manager
This opens the detailed manager profile screen with several information sections.
Manager Profile Summary
At the top of the screen, you'll see key metrics displayed in separate tiles:
Name
The manager's full name
Primary identifier for the account
Registration Date
When the manager account was created
Helps track tenure and experience level
Status
Current account status (Active/Inactive)
Indicates whether the manager can log in
Location
Assigned location restriction (if applicable)
Shows "All Locations" if unrestricted
Number of Transactions
Total count of all transactions processed by this manager
Includes accruals, redemptions, and any customer operations
Useful metric for productivity tracking
Last Transaction Date
Most recent date the manager processed a transaction
Helps identify active vs. inactive team members
Useful for spotting managers who may need retraining or support
Information Section
Below the profile summary is the Information section displaying all manager account details in editable view:
Editable Fields
Full Name
Update the manager's name if it changes
Reflected in all future transaction logs
The manager's login username
Update if their email address changes
Must be unique in the system
Contact Number
Phone number for team communication
Optional but recommended
Password
Reset or change the manager's password
Useful when managers forget credentials or for security updates
Location
Modify location assignment
Switch between specific location restriction or all-location access
Notes
Add or update internal notes
Document role changes, responsibilities, or important context
Managing Permissions
Within the Information section, you can manage all manager permissions. The permissions are organized into categories:
Analytics Permissions:
View Revenue statistics
View Feedbacks statistics
View Referrals statistics
View Customer profile statistics
Template Permissions:
View Templates
Edit Templates
Customer Management:
View Customers
Edit Customers
View Segments
Edit Segments
Operations:
View Operations
Make Accruals
Communications:
View Mailings
Edit Mailings
View Pushes
Edit Pushes
Location Management:
View Locations
Edit Locations
Agency/Sub-accounts:
View Sub-accounts
Edit Sub-accounts
Financial:
View Payments
Edit Plans
Technical:
Edit Snapshots
For detailed explanations of each permission, see the Manager Accounts - Add, Edit, and Delete guide.
Saving Changes
After editing any information or permissions:
Step 1: Review all modifications to ensure accuracy
Step 2: Click the Save button at the bottom of the Information section
Result: Changes are applied immediately. The manager will see updated permissions on their next login or when they refresh their session.
Last Transactions Grid
At the bottom of the manager profile screen is the Last Transactions section, showing recent activity by this manager.
Transaction Columns
The grid displays several data points for each transaction:
User Name
The manager who processed the transaction
Always matches the current profile being viewed
Date
When the transaction occurred
Sorted with most recent at the top
Phone
Customer's phone number associated with the transaction
Helps identify which customer was served
Device
Which device the manager used (phone model, tablet, etc.)
Useful for troubleshooting device-specific issues
Template
Which card template was used for the transaction
Example: "Stamp Card - Coffee Shop" or "Cashback Card - Retail"
Event
Type of transaction performed
Examples: "Add Points," "Redeem Reward," "Add Stamp," "Redeem Visit"
Amount
Transaction value (if applicable)
Purchase amount for cashback/discount cards, or points/stamps added
Balance
Customer's balance after the transaction
Point balance, stamp count, or visit balance depending on card type
Downloading Transaction Reports
To export a manager's transaction history:
Step 1: Locate the download option near the Last Transactions grid
Step 2: Click the download or export button
Step 3: Select your preferred format (typically CSV or Excel)
Result: A complete report of all transactions by this manager is downloaded to your device.
Use cases for transaction reports:
Performance reviews and productivity tracking
Audit trails for compliance or security
Identifying training needs based on transaction patterns
Payroll or commission calculations tied to transaction volume
Investigating customer service issues or complaints
Best Practices
For Monitoring Manager Activity
Regular profile reviews: Check manager profiles weekly or monthly to track activity levels and identify inactive accounts.
Compare transaction volumes: Use the "Number of Transactions" metric to identify top performers and those who may need additional support.
Watch for inactivity: If "Last Transaction Date" is weeks or months old, investigate whether the manager is still actively working or if their account should be removed.
Review transaction patterns: Download and analyze transaction reports to identify unusual patterns, errors, or training opportunities.
For Managing Permissions
Audit permissions quarterly: Regularly review each manager's permissions to ensure they still align with current responsibilities.
Adjust as roles evolve: When team members take on new responsibilities or get promoted, update permissions accordingly in the Information section.
Document permission changes: Use the Notes field to record when and why permissions were modified for future reference.
Start restrictive, expand as needed: Begin with minimal permissions and add more based on demonstrated competency and trust.
For Team Management
Track high performers: Managers with high transaction counts and consistent activity are valuable team members—recognize their contributions.
Identify training needs: Low transaction volumes or long periods between transactions may indicate a need for refresher training.
Use location data strategically: For multi-location businesses, review which managers are assigned to which locations and adjust as needed.
Maintain clean records: Keep contact information, names, and notes up to date for effective team communication.
For Security and Compliance
Password resets for departures: When managers leave, immediately reset their password or delete their account to prevent unauthorized access.
Review sensitive permissions: Regularly check who has access to View Payments, Edit Plans, or Edit Snapshots and ensure it's appropriate.
Monitor for suspicious activity: Review transaction reports for unusual patterns that might indicate account compromise or policy violations.
Keep transaction records: Download and archive transaction reports periodically for long-term audit trails.
Using Manager Data for Business Decisions
Performance Management
Productivity metrics:
Compare transaction volumes across managers
Identify busiest team members who may need support or deserve recognition
Spot underutilized staff who could handle more responsibility
Activity patterns:
Review transaction times to understand peak periods
Identify which staff work which shifts based on transaction timestamps
Optimize scheduling based on when managers are most active
Quality indicators:
Download transaction reports to check for correction patterns or errors
Review which managers process the most redemptions vs. accruals
Identify training needs based on transaction types
Staff Scheduling
Location-based insights:
See which managers are assigned to which locations
Balance staff distribution across multiple sites
Reassign managers to locations with higher transaction volumes
Transaction timing:
Analyze when each manager processes transactions
Schedule staff during their most productive hours
Cover gaps where transaction activity is low
Training and Development
New hire onboarding:
Track new managers' transaction counts as they ramp up
Compare early performance to training completion
Identify when additional coaching is needed
Skill development:
Review which transaction types each manager performs
Cross-train staff who only process certain card types
Create advancement paths based on transaction complexity
Compensation and Recognition
Commission tracking:
Use transaction counts and amounts for commission calculations
Generate reports for payroll processing
Provide transparent performance data to staff
Recognition programs:
Identify top performers based on transaction volume
Recognize managers with consistently high activity
Create incentives tied to transaction goals
Troubleshooting
Cannot Access Manager Profile
Problem: Clicking username doesn't open profile screen
Solutions:
Verify you have administrator access
Try refreshing the browser and attempting again
Check for any error messages that appear
Ensure the manager account hasn't been deleted
Changes Not Saving
Problem: Edits to Information section don't persist
Solutions:
Ensure you clicked the Save button after making changes
Check for validation errors (password mismatch, invalid email format)
Verify you have administrator permissions
Try clearing browser cache and attempting again
Transaction Grid Not Loading
Problem: Last Transactions section is empty or won't display
Solutions:
Verify the manager has actually processed transactions
Check your internet connection
Refresh the page and wait for data to load
If persistent, contact support
Cannot Download Transaction Report
Problem: Export button doesn't work or produces empty file
Solutions:
Verify the manager has transaction history to export
Check browser pop-up blocker isn't preventing download
Try a different browser
Ensure sufficient time has passed for transactions to be recorded in the system
Manager Metrics Seem Incorrect
Problem: Transaction count or last transaction date doesn't match expectations
Solutions:
Verify you're looking at the correct manager profile
Check if manager uses multiple devices (transactions should aggregate)
Refresh the profile page to get latest data
Transactions may take minutes to update in real-time systems
Permission Changes Not Taking Effect
Problem: Manager still has old permissions after editing
Solutions:
Ensure you clicked Save after modifying permissions
Have manager log out and log back in to refresh their session
Check if you accidentally edited a different manager's profile
Verify the correct permission checkboxes are selected
FAQ
Q: How often is the transaction data updated?
A: Transaction data typically updates in real-time or within a few minutes. The profile summary metrics (total transactions, last transaction date) may cache briefly but should reflect recent activity accurately.
Q: Can managers see their own profile information?
A: Managers can see their own basic information but cannot view their permissions or modify their own settings. Only administrators have access to the full manager profile screen.
Q: What counts as a "transaction" in the transaction count?
A: Any action that modifies a customer's card counts as a transaction: adding points/stamps, redeeming rewards, processing visits, updating customer information, or any operation logged in the system.
Q: Can I see which specific customers a manager has served?
A: Yes, the Last Transactions grid shows the phone number of each customer served. You can download the full transaction report for comprehensive customer-level data.
Q: How far back does the transaction history go?
A: This depends on your account settings and data retention policies. Typically, the Last Transactions grid shows recent activity, but downloaded reports may include complete history. Check with support for specific retention periods.
Q: Can I filter transactions by date or transaction type?
A: Filtering capabilities depend on your account features. If filtering isn't available in the profile screen, download the transaction report and use spreadsheet software to analyze and filter the data.
Q: What if a manager processed a transaction but it's not showing?
A: Allow a few minutes for real-time systems to update. If transactions are missing after an hour, check if the manager was logged into a different account, used a different device without syncing, or if there was a technical issue during processing.
Q: Can I compare multiple managers' performance side-by-side?
A: The manager profile screen shows individual profiles. To compare, note metrics from each profile or download transaction reports for multiple managers and analyze them together in spreadsheet software.
Q: Do deleted transactions still appear in the manager's transaction count?
A: This depends on how your system handles deletions. Typically, reversed or corrected transactions remain in the history but may be marked accordingly. Check your admin panel documentation for specifics.
Q: Can managers download their own transaction reports?
A: This depends on granted permissions. Typically, only administrators can download transaction reports from manager profiles. Managers with View Operations permission may be able to see transaction logs but not export manager-specific reports.
Q: What happens to a manager's profile when their account is deleted?
A: The profile is removed from the Managers grid, but their transaction history remains in the system for audit purposes. You can no longer view their profile page, but historical transactions still show their name.
Q: Can I see which device or location a manager typically uses?
A: Yes, the Device column in the Last Transactions grid shows which device was used for each transaction. Review the transaction report to identify patterns in device usage or location-based activity.