Platform
Admin Portal
The admin portal is the web-based management interface where vendors configure and operate their loyalty program. You manage customers, earn rules, rewards, campaigns, API credentials, and team members from there.
Accessing the portal
Log in at /admin/login with your email and password. After authentication, you're directed to the dashboard.
Dashboard
The dashboard provides a quick overview of your loyalty program:
- Usage statistics: transactions used vs. limit, active customers vs. limit, displayed as visual progress bars
- Quick access cards: links to rewards, transactions, and other key areas
Roles and permissions
The portal supports two user roles with different levels of access:
| Role | Access |
|---|---|
| Admin | Full management of own vendor's data: customers, earn rules, rewards, campaigns, API clients, team, billing, and settings |
| Viewer | Read-only access to own vendor's data: can browse but cannot create, edit, or delete |
Navigation
The sidebar provides access to all management sections:
- Dashboard: overview and usage statistics
- Customers: manage customer profiles, identifiers, and wallets
- Loyalty cards: generate batches of card codes and export them as CSV for your print shop
- Earn Rules: configure how customers earn points
- Products: browse the API-synced catalogue and turn products into rewards
- Rewards: create and manage redeemable rewards
- Campaigns: set up promotional point multipliers
- API Clients: manage OAuth2 credentials for POS integrations
- Team: invite and manage team members
- Settings: vendor configuration and expiration settings
- Billing: view subscription, usage, and invoices
Common UI patterns
Status badges
Color-coded badges indicate the current state of resources throughout the portal:
| Color | Meaning |
|---|---|
| Blue | Active |
| Gray | Inactive / Deactivated |
| Yellow outline | Pending |
| Red | Suspended / Failed / Expired |
Tables
Most list pages feature sortable columns (click headers to sort), filters (status, type), and pagination. The customers list also includes a search field with live filtering.
Destructive actions
Delete, deactivate, and anonymize actions always require confirmation through a dialog before proceeding.
Feature availability
Some features depend on your billing plan:
| Feature | Requires |
|---|---|
| Campaigns | the Campaigns capability on your plan |
| Point expiration | the Point expiration capability on your plan |
When a feature is not included in your plan, the related sections display a lock indicator. Contact your platform administrator to upgrade.