Skip to main content
NeoLoyal home
Menu

Give a new starter the stamp button and nothing else.

Three roles, eleven separate permissions, and invites that expire. What someone can do is decided when you invite them, not inherited from a job title.

Staff validate a customer’s loyalty action

What it is

What is team and roles in NeoLoyal?

A NeoLoyal team member is a person with a staff record on a business, holding one of three roles — owner, manager or staff — and an explicit set of permissions covering stamping, customers, the program, campaigns, analytics, team management and locations. Permissions are fixed onto the member when the invite is accepted.

The useful details, kept close to the real visit.

Each capability has a clear place in the customer, staff, or owner journey.

Permissions, not just a job title

Issuing stamps, viewing customers, editing the program, sending campaigns, reading analytics, managing the team and managing locations are each granted separately.

Authority that runs one way

A manager acts strictly below themselves and can neither remove an owner nor promote another manager. Ownership is reached by transfer, never handed out through a link.

Invites that expire and can be revoked

Send a link, optionally lock it to one email address, make it single-use, and cancel it before it is accepted.

A daily ceiling on manual corrections

Someone allowed to adjust a card by hand can be capped on how much they may change at once and how often in a day.

The journey

Four steps, with responsibility visible at each one.

  1. Send the invite

    Choose manager or staff, and lock the link to an email address if you want.

  2. Set what they can touch

    Tick only the permissions the job needs. The role preset is a starting point.

  3. They accept and start

    Permissions are copied onto them at that moment, so changing a preset later never rewrites an existing member.

  4. Change or remove them

    Re-scope, restrict or remove a member without affecting the stamps they already issued.

The boundary

Staff accounts are unlimited on every plan, including free.

Nothing about your team is metered, because charging for the people who run the program would price a business out of the safeguard that makes the count trustworthy: a stamp issued by an identified team member rather than by whoever is holding the phone.

See how the whole NeoLoyal journey connects.

Follow the customer card, staff validation, and owner controls from the first scan to a confirmed reward.