Account Administration Permissions

The Gift and Loyalty account administration portlet contains the following permissions. The Enterprise Back Office Reporting and Analytics User Guide contains more information about portlet permissions and user roles.

To let employees do the following Enable this permission

Add or modify customer data associated with an account.

Add/Edit Account Info

Reopen a closed customer account.

Reopen Account

Close an active customer account.

Close Account

Reverse transactions through Gift and Loyalty account administration.

Reverse Transactions

Post transactions and balance adjustments through Gift and Loyalty account administration.

Post Transactions

Issue fully-functional and active accounts to customers.

Issue New Accounts

Create a batch of fully-functional and active but unassigned accounts.

Bulk Issue New Accounts

Issue inactive accounts to customers.

Pre-activate Accounts

Create one or more card numbers for printing and for customer accounts.

Create Account Numbers

Transfer a customer account data to a new card number.

Transfer Accounts

Review changes made by a customer in myicard.net.

Review Customer Changes

Reset the PIN for customer accounts.

Reset Pin

Issue a request for a card replacement for a customer.

Replace Cards

Flag an account.

Set Red Flag

Use custom transactions.

Allow Custom Transactions x

Create or set an account as being for testing purposes.

Set Test Account

Reset the email undeliverable flag.

Reset Email Delivery Flag

Change the program level of a customer account.

Change Account Tier