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Payments · 1 min read

Set Gift Card Permissions for Your Team

Gift card permissions let you give each team member only the gift card access they need.

Permission types

  • View Gift Card Orders: see the list of issued gift cards and their order details.
  • Access Gift Card Details Page: open the details of a single gift card.
  • View Full Gift Card Code: reveal the full code on the details page.
  • View Gift Card Products: see gift card products without editing them.
  • Create/Edit Gift Card Products: create or change gift card products.
  • Access Sell Link / Share via QR: use selling links and QR codes.
  • Send Gift Card (Issue Directly): send gift cards straight to customers.
  • Delete/Deactivate Gift Card: delete or deactivate gift card products.

Set permissions

  1. Go to Settings > My Staff.
  2. Edit the team member.
  3. Open Roles & Permissions and find the gift card permissions under Payments.
  4. Turn each permission on or off.
  5. Save.

Tips

  • Keep View Full Gift Card Code for trusted team members only. Full codes can be used to spend the balance.
  • If a team member is limited to assigned data only, they see gift cards tied to their assigned contacts.

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