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 | |
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Add or modify customer data associated with an account. |
Add/Edit Account Info |
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Reopen a closed customer account. |
Reopen Account |
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Close an active customer account. |
Close Account |
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Reverse transactions through Gift and Loyalty account administration. |
Reverse Transactions |
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Post transactions and balance adjustments through Gift and Loyalty account administration. |
Post Transactions |
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Issue fully-functional and active accounts to customers. |
Issue New Accounts |
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Create a batch of fully-functional and active but unassigned accounts. |
Bulk Issue New Accounts |
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Issue inactive accounts to customers. |
Pre-activate Accounts |
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Create one or more card numbers for printing and for customer accounts. |
Create Account Numbers |
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Transfer a customer account data to a new card number. |
Transfer Accounts |
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Review changes made by a customer in myicard.net. |
Review Customer Changes |
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Reset the PIN for customer accounts. |
Reset Pin |
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Issue a request for a card replacement for a customer. |
Replace Cards |
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Flag an account. |
Set Red Flag |
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Use custom transactions. |
Allow Custom Transactions x |
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Create or set an account as being for testing purposes. |
Set Test Account |
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Reset the email undeliverable flag. |
Reset Email Delivery Flag |
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Change the program level of a customer account. |
Change Account Tier |
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Parent topic: Customer Account Administration