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Treez Loyalty | Managing Team Members and Permissions

Learn how to add team members to your loyalty program, assign roles and permissions, and manage teammate access levels in Treez Loyalty.

Step 1: Start by clicking Team Members and Permissions in Treez Loyalty

Step 2: Afterwards, click Team Members to manage your team's access and permissions.

Step 3: Afterward, click the 'Add New Teammates' button to invite additional team members to view the Loyalty Dashboard.

Step 4: Enter the teammate's email address in the provided field to invite them.

Step 5: Then, click Select role to choose the appropriate role for the teammate.

Step 6: Then, go back to the previous page.

Step 7: On this page, you can view all team members added to the account, alongside their status and role.

Step 8: Following this, you can also view the pending invitations for the new teammates to confirm.

Step 9: Select the three-dot menu to see more options for managing an invitation.

Step 10: You can choose to resend an Invitation or Copy the Invitation Link to be directly shared to the team member.

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