Table of Contents
After setting up your loyalty program, you always need to make adjustments along the way. You can give access to as many people as you want to allow other employees to make the appropriate changes to your program.
Creating a new user account on Gameball Dashboard
To create a new account, go to Gameball dashboard > Settings > Admin Settings > Scroll down, and click Accounts under Users.
To create a new account, click Invite a teammate on the top right of the page.
Then fill new user's details:
User first name
User last name
User email
User password: create a password your teammate can use for their first login. (❗️Note: users can change their password once they log in)
User Role: choose the role to decide the level of authority this teammate should have over the dashboard.
User Workspace: in case you have multiple workspaces; choose which of them should your teammate have access to. Learn more
Lastly, click Send invitation.
Once the invitation is sent, the teammate will receive an email with their credentials.
On the Dashboard, the user Status will appear as Pending until they log in once. The status will then change from Pending to Active.
Choosing Roles
You can decide the level of access your invited teammate should have from the following:
Owner
This role gives full authority allowing teammates to edit, configure, or even add new admins to the dashboard.
Admin
This role gives full authority allowing teammates to edit, configure, or even add new admins to the dashboard, except for creating new workspaces or accessing workspaces they are not given access to by the owner.
Allowed Actions:
Access premium features (features with a crown icon)
View and update the Gameball Program Status (from the top bar)
View all customer details, including segmenting and achievements
Manually adjust customer levels, and add/deduct points to customers’
accounts
Access detailed points transactions and view referral data
Set and configure points-earning rules and redeeming settings for your loyalty
program
View, create, and manage automation (set conditions and triggers for customer
actions)
Send and test notifications (like emails or push notifications) and manage
communication campaign
View and configure app integrations (add, update, or remove apps)
Manage settings (including account settings and integrations)
Configure the widget settings (like launcher branding, languages, and visibility on
the website)
Create workspaces
Access reports and analytics related to customer activity and rewards
Disabled/Hidden Actions:
Deleting workspaces (Admins cannot delete workspaces)
Customer Support
This role only allows the teammate to make a few changes related to the customers only, such as:
Allowed Actions:
View the Gameball Status from the top bar
Access and view basic customer details (including segments and points
transactions)
View points earning and redeem history
View notifications and access communication campaigns (emails,
messages)
View settings for accounts and manage communication preferences
Access reports for customer interactions and referrals (read-only)
Disabled/Hidden Actions:
Premium features access is hidden (these features are
restricted)
Cannot update the Gameball Status
Cannot adjust customer levels or manually adjust points
Cannot create or manage automation
Cannot modify or update any app integrations
Restricted from changing any settings (e.g., time zone, account setup,
widget configurations)
Widget configuration options are hidden
Essentially, all actions involving changes to configurations or updates are
restricted.
❗️Note: the above actions are applied manually only to single customer. They can not execute this action on a bulk of customers.
As for the rest of the dashboard, the customer support role does not allow them to make edits; however, they can view all dashboard sections and buttons except for: Analytics, Update/import button, Admin Settings, Billing page, removing Gameball, writing a review, and workspaces they are not assigned to.
Customer Support Lite
This role only allows the teammate to make a few changes related to the customers only, such as:
Allowed Actions:
View the Gameball Status from the top bar
Access and view basic customer details (including segments and points
transactions)
View points earning and redeem history
View notifications and access communication campaigns (emails,
messages)
View settings for accounts and manage communication preferences
Disabled/Hidden Actions:
Premium features access is hidden (these features are
restricted)
Cannot update the Gameball Status
Restricted from changing any settings (e.g., time zone, account setup,
widget configurations)
Widget configuration options are hidden
All Campaigns are hidden
Essentially, all actions involving changes to configurations or updates are
restricted.
❗️Note: the above actions are applied manually only to single customer. They can not execute this action on a bulk of customers.
As for the rest of the dashboard, the customer support role does not allow them to make edits; however, they can view all dashboard sections and buttons except for: Analytics, Update/import button, Admin Settings, Billing page, removing Gameball, writing a review, and workspaces they are not assigned to.
Dashboard Viewer
This role does not allow the user to execute any action on the dashboard. They can only view the dashboard section for information.
Allowed Actions:
View the Gameball Status from the top bar
View all customer details, points transactions, and referrals
View notifications and communications campaigns to track customer
interactions
View automation and settings for general monitoring purposes
(read-only)
Access reports and dashboards for data analysis on customer activities
Disabled/Hidden Actions:
Premium features access is hidden (these are restricted)
Cannot update the Gameball Status
Cannot adjust customer levels or manually modify points
Cannot create or manage any automation
Cannot edit any apps integrations or change any settings
Widget configurations (e.g., branding, launcher settings) are hidden
Essentially, all functionalities related to changing or modifying system settings
are restricted.
Analyst
Allowed Actions:
View the Gameball Status from the top bar
Access all customer data, including points transactions and referral statistics
(view-only)
Access points earning and redeem history data for analysis
View notifications and communications campaigns (e.g., email or push notifications sent to Customers)
View automation to monitor customer triggers and rules (but no editing
allowed)
Access reports for customer behavior, rewards data, and referrals
Disabled/Hidden Actions:
Premium features access is hidden
Cannot update the Gameball Status
Cannot manually adjust customer levels or modify points
Cannot create, edit, or manage automation
Restricted from editing any settings or changing app integrations
Widget configuration (launcher, languages) is hidden
Any actions that allow making modifications to the platform are restricted.
Developer
Allowed Actions:
View the Gameball Status from the top bar
Access all customer data, including points transactions and referral statistics
(view-only)
Add points to customers manually
Access points earning and redeem history data for analysis
View notifications and communications campaigns (e.g., email or push notifications sent to Customers)
View automation to monitor customer triggers and rules (but no editing
allowed)
Allowed to edit settings and changing app integrations
Access reports for customer behavior, rewards data, and referrals
Disabled/Hidden Actions:
Premium features access is hidden
Cannot update the Gameball Status
Cannot manually adjust customer levels
Cannot create, edit, or manage automation
Widget configuration (launcher, languages) is disabled
Any actions that allow making modifications to the platform are restricted.
Marketer
Allowed Actions:
View the Gameball Status from the top bar
Access all customer data, including points transactions and referral statistics
Add points to customers manually
Access points earning and redeem history data for analysis
View and Edit notifications and communications Campaigns (e.g., email or push notifications sent to Customers)
View and Edit automation to monitor customer triggers and rules
View settings and changing app integrations
Access reports for customer behavior, rewards data, and referrals
Disabled/Hidden Actions:
Premium features access is hidden
Cannot update the Gameball Status
Widget configuration (launcher, languages) is disabled
Any actions that allow making modifications to the platform are restricted.
Changing Passwords
When the user signs in, they can change their password by navigating to the page, then next to your user email, click the Three dots icon, then Reset Password.
Editing, Deleting, and Resending invitations
To execute any of these actions on another user account, your account must be under the Admin role.
Click on the Three dots icon, and choose between:
Resend Invitation: only valid on pending accounts/users who have yet to sign in. The teammate will once again receive an email with their credentials.
Edit: you can only change their Role and Workspaces they are allowed on.
Delete: their account will be terminated, and they will no longer have access to the dashboard.
❗️Note: You can not delete the account you are signed in from and currently using.