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Boomerangme knowledge base
  • Getting started
    • 🚀Introduction
    • ✅Getting started - Quick wins!
      • 🔁 Quick Win #1: Regular loyalty card setup
      • 🎫 Quick Win #2 Creating a coupon card to attract new customers
      • ✅ Quick Win #3: Importing existing customers and issuing loyalty cards
      • 🪃 Quick Win #4: Loyalty Cards Delivery by SMS and Email
      • 📲 Quick Win #5: How to Promote Your Loyalty Card with QR Code
      • 👨‍💼 Quick Win #6: Creating manager seats for salespeople in local stores
      • 👯‍♀️ Quick Win #7: Setting up a referral program
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      • 🧑‍💻How to Register on Boomerangme?
      • 📱How to Login with Phone?
      • 📧How to Login with Email?
      • 🔁How to Recover your Account Password?
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    • ✴️Stamp
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      • PWA cards on Android
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  • Scanner app
    • 👀How it works
    • ⬇️Installation
    • ⚡Login in the scanner app
    • 📸Scan and make transactions
      • ✴️Scanner app – Stamp
      • 🎟️Scanner app – Multipass
      • 💰Scanner app – Cashback
      • 💳Scanner app – Certificate
      • 🎫Scanner app – Coupon
      • ❤️Scanner app – Membership card
      • 💲Scanner app – Discount
      • 🎁Scanner app – Reward
  • Managers
    • 🔃Manager (team member) seats Add / edit / delete
    • 👨‍💼Manager (team member) profile
  • Card distribution
    • 🏪Offline
      • 📸QR code
      • 📄Table tent
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      • 🔗Link for sharing
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    • 👀How it works
      • 🍏iPhone (iOS)
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      • ⏳How long does it take for push messages to be received by our customers?
      • 📫Why aren't my customers receiving push messages?
    • 💬Push section
      • Marketing push
        • Sending messages to all customers
        • Sending messages to a segment of customers
        • Sending message to an individual customer
      • Transactional push
      • Geo-push
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        • Feedback collection
        • Next visit reminder
        • Birthday congratulation
      • Triggered auto-push
  • Mailings
    • 📧How to create and send a mailing
    • 🟢Ноw to connect WhatsApp Bot
    • 🔵How to create a facebook messenger bot on the facebook side
    • 🔵How to Create a Telegram Bot
  • Dashboard
    • 📈Dashboard
      • 🗺️How to Access the Dashboard?
      • 🎛️What does the Boomerangme Dashboard Include?
  • Feedback collection
    • ⭐Feedback collection
  • Referral program
    • 👯Referral program
  • Geolocations
    • 📍Geolocations
      • 🗺️How to Access Locations Section?
      • 📌How to Add a Location?
  • Settings
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      • 🖊️Manage subscription
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  • ⚙️Settings
  • Agency account
    • 💲Agencies
    • ⚡Sub-accounts
    • 💰Payments
    • 💱Plans
    • 🪧Agency Lаnding
  • 📖Presentation for Agencies
  • PROSPECTING
    • 🚀Richie, your AI Sales Copilot
    • 👨‍💼Prospecting
    • 📚Snapshots
    • 📧Setting up Mailgun Account
  • Franchise account
    • 🌎Franchise chains
  • MARKETPLACE
    • 🚀Create an Application
    • 🟢Shopify POS
    • ♦️Lightspeed POS
    • ⚫Square
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  • Integrations
    • 🟠Toast POS
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      • Connect "Boomerangme" with GoHighLevel
      • How to install the Boomerangme plugin
    • 🔵ActiveCampaign
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    • 🔗API docs
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    • 📺Video tutorials
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  1. Scanner app

Manager (team member) seats

Learn how to create manager (team member) profiles

Last updated 1 month ago

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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.

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

Users with manager profiles can login to the scanner application using their created credentials. The scanner app can be accessed by following the URL. ✅If you have a white domain set up, the link to the scanner should be under your domain.

👨‍💼
https://app.boomerangme.cards/scanner-app
Managers
Add Manager
Full Name
Email
Contact Number
Password
Repeat Password
Location
Notes
Send access to email
Add Manager
Scanner App