🔃Manager (team member) seats Add / edit / delete

Add Manager

Boomerangme > Left-Hand Menu > Managers

1. Follow the workflow mentioned above to land on the Managers screen.

2. To create a manager profile, click the Add Manager button from the bottom of the Managers grid or from the Create Manager tile.

1. In the agency, in this same section, you can add a manager = team member.

1. This opens the Add Manager popup for the details of the manager to be recorded. Here, enter the full name of the manager in the Full Name field.

1. Enter the email address of the manager in the Email field.

1. Use the Contact Number field to enter the contact number.

1. Create a password for the manager profile using the Password field.

1. For confirmation, re-enter the created password in the Repeat Password field.

1. Select the location for the manager profile using the Location dropdown. All created locations populate in this dropdown. You can skip this setting. The manager can service all cards created in the account.

1. Record any additional instructions in the Notes field.

1. In case you do not want to send access invitation to the manager via email, disable the Send access to email toggle.

1. Once the details are recorded, click the button. This creates the manager profile and displays it in the Managers grid.

Edit Manager

1. Upon landing on the Managers grid, click the pencil icon located at the end of the row for the manager whose profile you want to edit.

1. This opens the Edit Manager popup. Here, all the fields holding information are displayed in an editable view.

2. In this window, you can specify accesses for the manager.

1. Once you have made the required changes, click the Save button. This saves the changes you made and closes the Edit Manager popup.

Read more about permissions for a manager (team member)

• View Revenue statistics Grants access to view analytics related to income generated through cards, redemptions, and campaigns.

• View Feedbacks statistics Allows the manager to see customer feedback data submitted through cards (e.g., satisfaction ratings or reviews).

• View Referrals statistics Lets the manager view how many users came via referral programs and how referrals are performing.

• View Customer profile statistics Enables viewing engagement metrics per customer—visits, points earned/redeemed, and interaction history.

Template Permissions

• View Templates Allows viewing available card and communication templates

• Edit Templates Allows modifying or creating new templates for cards or communications.

• View Customers Lets managers see the customer list, profiles, and activity logs.

• Edit Customers Allows editing customer data like name, phone number, tags, birthday, or card status.

• View Segments Allows viewing customer groups based on filters like activity, points, visits, etc.

• Edit Segments Grants ability to create or modify dynamic segments for targeted campaigns.

• View Operations Grants access to logs of customer actions, like visits, accruals, redemptions.

• Make Accruals Allows manually issuing points, stamps, or rewards to customers.

• View Mailings Lets users view past or scheduled email and SMS campaigns.

• Edit Mailings Allows creating and sending email/SMS campaigns.

• View Pushes Lets users view scheduled or sent push notifications.

• Edit Pushes Allows sending or modifying push notifications.

• View Locations Allows viewing the list of geo locations and their details.

• Edit Locations Grants permission to add/edit/remove location data (addresses, contacts).

• View Sub-accounts Allows seeing all linked sub-accounts in an agency workspace.

• Edit Sub-accounts Grants permission to manage sub-accounts: creation, renaming, or settings.

• View Payments Allows access to payment history, invoices, and billing dates.

• Edit Plans Grants permission to upgrade, downgrade, or cancel plans.

• Edit Snapshots Lets managers create or restore account states using snapshots (backups of settings, templates, and data).

Delete Manager

1. Upon landing on the Managers grid, click the username of the manager whose profile you want to delete.

1. This takes you to the profile details screen. Here, navigate to the Information section.

2. From the bottom of this section, click the Delete button.

1. This opens the Delete Manager popup for you to confirm the delete action. To confirm, click the Remove button.