1. Configuration Guide
  2. Gift Cards
  3. Configure Gift Card Program
  4. Configure Role

Configure Role

  1. Sign in to Simphony Home with your credentials. This user must have hierarchy administration privileges.
  2. From the Dashboard, click the application navigation icon (This image shows the application navigation icon, which are three horizontal lines, one on top of the other.) at the top left of the page to view the side panel menu.

    Figure 15-1 Dashboard


    This figure shows the Dashboard in Simphony Home with the application navigation icon surrounded by a red border in the upper left area of the image.
  3. Select Administration, and then click Roles.
  4. Select your role, and then click Portlets.

    Figure 15-2 Role and Portlets Selection


    This figure shows the role selection and the Portlets tab in Simphony Home with the Portlets tab surrounded by a red border.

  5. Select Assign Portlet, and then select the following Gift and Loyalty portlets:

    • G&L Account Administration (Portlet)

    • G&L Gift, Payment, and Loyalty Configuration (Portlet)

    Figure 15-3 Gift and Loyalty Portlets Assigned


    This figure shows the Gift and Loyalty portlets to assign in Simphony Home surrounded by a red border.
  6. Select all the privileges for both portlets, and then click the blue Assign Portlet button to assign the options.

    Figure 15-4 Select Portlet Privileges


    This figure shows the Gift and Loyalty portlets to select in Simphony Home.

    Figure 15-5 Assign Portlet


    This figure shows the Gift and Loyalty Assign Portlet page in Simphony Home.
  7. Sign out and sign in again. From the Dashboard, click the application navigation icon (This image shows the application navigation icon, which are three horizontal lines, one on top of the other.), select Gift and Loyalty, and the new Gift and Loyalty options appear in the side panel.

Parent topic: Configure Gift Card Program