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Managers (team members)

Add, edit, and manage team member accounts so your staff can use the Scanner app and process transactions.

Written by Dan. A
Updated this week

Overview

Managers are team member accounts that give your staff access to the Scanner app. Each manager logs in with their own credentials, allowing you to track transactions by individual staff members. You can assign managers to specific locations, control their permissions, and download transaction statistics per manager.

How to add a manager

  1. Navigate to Managers in the left-hand menu.

  2. Click Add Manager.

  3. Fill in the manager's details:

    • Full Name — The manager's name

    • Email — Their email address

    • Contact Number — Their phone number

    • Password — Create a password for their account

    • Repeat Password — Confirm the password

    • Location — Select the location this manager is assigned to (optional — if skipped, the manager can service all cards in the account)

    • Notes — Any additional instructions

  4. Enable or disable Send access to email to control whether login credentials are sent to the manager's email automatically.

  5. Click Add Manager.

The manager profile is created and appears in the Managers grid. The manager can now log in to the Scanner app at app.perkstar.co.uk/scanner-app using their email and password.

How to edit a manager

  1. Navigate to Managers in the left-hand menu.

  2. Click the pencil icon at the end of the row for the manager you want to edit.

  3. The Edit Manager popup opens with all fields in an editable view.

  4. Make your changes and click Save.

From the edit screen, you can also update the manager's permissions, change their assigned location, or reset their password.

Manager permissions

The ability to customize manager permissions depends on your plan.

Growth plan: Managers have a standard set of permissions that cannot be customized individually.

Scale plan: You can control exactly what each manager can see and do by toggling individual permissions. Only the account administrator can change permission settings.

Statistics permissions

  • View Activity statistics — Access to overall activity data

  • View Revenue statistics — Access to income analytics from cards, redemptions, and campaigns

  • View Feedbacks statistics — Access to customer feedback data (ratings, reviews)

  • View Referrals statistics — Access to referral program performance data

  • View Customer profile statistics — Access to per-customer engagement metrics (visits, points earned/redeemed, interaction history)

Template permissions

  • View Templates — View available card templates

  • Edit Templates — Create or modify card templates

Customer permissions

  • View Customers — See the customer list, profiles, and activity logs

  • Edit Customers — Edit customer data (name, phone, tags, birthday, card status)

Segment permissions

  • View Segments — View customer segments based on filters

  • Edit Segments — Create or modify segments for targeted campaigns

Operations permissions

  • View Operations — Access logs of customer actions (visits, accruals, redemptions)

  • Edit Operations — Modify or manage operation records

  • Make Accruals — Manually issue points, stamps, or rewards to customers

Communication permissions

  • View Mailings — View past or scheduled email and SMS campaigns

  • Edit Mailings — Create and send email/SMS campaigns

  • View Pushes — View scheduled or sent push notifications

  • Edit Pushes — Send or modify push notifications

Location permissions

  • View Locations — View the list of business locations

  • Edit Locations — Add, edit, or remove location data

How to delete a manager

  1. Navigate to Managers in the left-hand menu.

  2. Click the manager's username to open their profile.

  3. Navigate to the Information section.

  4. Click Delete at the bottom.

  5. A confirmation popup appears. Click Remove to confirm.

The manager profile is permanently deleted.

Manager statistics

From the Managers grid, you can view each manager's activity including their registration date, number of transactions, and last transaction date.

To download bulk statistics for all managers, click the download button in the Managers section. The exported file contains cumulative statistics across all managers for all time.

You can also download individual transaction history for each manager in XLS format for offline review.

FAQs

What can a manager do?

A manager can log in to the Scanner app, scan customer cards, add stamps or points, redeem rewards, and process transactions. Their exact capabilities depend on the permissions you assign.

Can a manager change their own permissions?

No. Only the account administrator (main account login) can change manager permissions. Custom permissions are only available on the Scale plan — Growth plan managers have a standard permission set.

Can I assign a manager to a specific location?

Yes. When adding or editing a manager, select a location from the dropdown. If you leave it blank, the manager can service all cards across all locations.

Can I track which manager processed a transaction?

Yes. Every transaction records which manager processed it. You can view this in the customer's transaction history and in the manager's statistics.

Can a manager access the main dashboard?

Managers can access areas of the dashboard based on their assigned permissions. They cannot access features for which they don't have permission.

How many managers can I create?

The Starter plan does not include additional manager accounts. The Growth plan supports up to 10 managers, and the Scale plan supports up to 50.

Related Articles
How the Scanner app works
How to scan cards and process transactions
Scanner app — How to process Multipass cards
Scanner app — How to process Gift cards
Manager profile
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