Menu tour
The side menu groups all the screens in your account. You only see the options your role has permission for, so your menu may be shorter than this one.
The groups
| Group | What it is for | Main options |
|---|---|---|
| Dashboard | See at a glance what needs your attention. | The dashboard |
| Commercial | Your clients, brands, shops and field reps. | Clients, Brands, Stores, Field reps |
| Members & Programmes | Create programmes and manage your members. | Quick setup, Programmes, Members, Tiers, Segments, Referrals |
| Transactions & Points | Points movements and their rules. | Transactions, Earning rules, Burning rules |
| Engagement | Games and participation mechanics. | Games, Stamp cards, Challenges, Badges, Leaderboards, Streaks |
| Rewards | What can be won or redeemed. | Catalogue, Redemptions, Coupons, Gift cards |
| Campaigns | Create and schedule campaigns. | All campaigns, Terms & Conditions, Pin Codes |
| Marketing | Channels and messages to your customers. | Channels, Templates, Flows, Broadcasts, Dynamic links, Landing Builder |
| Organization | Your company's structure. | Organizations, Organization types |
| Catalogue | Your brand's products. | Products, Product categories |
| Members portal | The look of your portal. | Portal settings, Member cards, Media library |
| Operations | Day-to-day work. | Evidence review, Evidence Files, Cashback, Alerts, Fraud rules |
| Analytics | Reports. | Loyalty, Rewards, Engagement, Communications |
| Integrations | Connections with other systems. | Connectors, Webhooks |
| Administration | Users and account settings. | Users, Roles, Audit logs, Settings |
Some options depend on your edition
If you do not see an option listed here, your role may not have permission for it or your edition may not include it. Ask an administrator to review your role.
Common tasks and where they are
- Approve receipts: Operations › Evidence review.
- Create a campaign: Campaigns › All campaigns.
- See your members: Members & Programmes › Members.
- Add a reward: Rewards › Catalogue.
- Connect WhatsApp or SMS: Marketing › Channels › Channels.
- Invite your team: Administration › Users.