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 |
Parent topic: Customer Account Administration