How to Manage Team Members and Roles
Running a business is a team effort, and managing your 1Mint Club account should be too. Instead of sharing a single login, you can add individual team members with specific roles that control what they can see and do.
1Mint Club supports three roles — Admin, Manager, and User — each with different permission levels. This guide shows you how to add team members, assign the right roles, and manage access as your team grows. Multi-user access is available on Growth and Scale plans.
Before You Start
- An active 1Mint Club partner account on the Growth or Scale plan
- The email addresses of team members you want to add
- Admin access to your account (only Admins can manage users)
Navigate to User Management
Open the Users tab in Settings
Click "Settings" in your sidebar, then switch to the "Users" tab. This page shows all users currently associated with your partner account — their names, email addresses, and assigned roles. If you're on a Starter plan, you'll see a prompt to upgrade since multi-user access requires Growth or Scale.
Add a New Team Member
Click "Add User"
Click the "Add User" button to open the user creation form. You'll need to provide basic information about the new team member and select their access level.
Enter the team member's details
Fill in the first name, last name, and email address. The email address must be unique — it becomes their login credential. An invitation will be sent to this email so the person can set up their password and access the account.
Assign a role
Choose from three role levels. "Admin" has full access to everything including user management, billing, and all settings. "Manager" can manage customers, offers, campaigns, and view analytics but cannot access billing or user management. "User" has the most restricted access — they can view data and handle day-to-day operations like scanning QR codes and viewing customer profiles.
Follow the principle of least privilege: give each person only the access they need. Your general staff should be "Users," shift leads or assistant managers should be "Managers," and only business owners or senior managers should be "Admins."
Manage Existing Users
Review your team roster
The Users tab displays all active team members in a clean list. You can see each person's name, email, and current role at a glance. This makes it easy to audit who has access and at what level.
Remove a team member
If someone leaves your team or no longer needs access, click the delete button next to their name. A confirmation dialog prevents accidental removals. Once removed, they immediately lose access to your partner dashboard. Their past actions (campaigns sent, customers added, etc.) remain in the system for audit purposes.
When an employee leaves, remove their access immediately — don't wait. This is a basic security practice that protects your business data and customer information.
Understanding Role Permissions
Admin capabilities
Admins are the superusers of your account. They can do everything: manage users, access billing, configure integrations, set up loyalty programs, manage offers and campaigns, view analytics, and modify all settings. Every account starts with one Admin — the person who signed up.
Manager capabilities
Managers handle the day-to-day marketing and customer engagement operations. They can create and send campaigns, manage offers, import customers, create segments, view analytics, and handle redemptions. They cannot manage other users, access billing, or change account-level settings.
User capabilities
Users are your front-line staff. They can view customer profiles, scan QR codes for redemptions, browse offers, and see basic dashboard information. They cannot create or modify campaigns, offers, or settings. This role is ideal for counter staff, cashiers, and employees who need to interact with the system without making strategic changes.
Not sure which role to assign? Start with "User" and promote to "Manager" as needed. It's easy to change roles later, and starting restricted is safer than starting with too much access.
Wrapping Up
Your team is now set up on 1Mint Club with appropriate access levels. With the right people in the right roles, your loyalty program, campaigns, and customer management run smoothly without any single person being a bottleneck. To learn about customizing what customer data your team collects, read our guide on "How to Configure Customer Profile Fields."