Users Overview

The Users function allows you to invite team members to the TRIFFT platform and assign them specific permissions (e.g., Admin, Manager, Content Editor, etc.). This sits in operations, ensuring the right people can manage the program without compromising data security.

Why it matters

Impact Area	Business Value
Revenue	Indirectly supports revenue by enabling multiple departments (Marketing, Sales, Support) to work simultaneously on loyalty initiatives.
Efficiency	Prevents bottlenecks by allowing store managers to handle local updates while the CRM lead focuses on global strategy.
Customer Experience	Ensures support agents have the necessary access to resolve customer point inquiries quickly, improving overall satisfaction.

⚠️
Risk if ignored — Security vulnerabilities or accidental deletions of program settings due to shared logins or excessive permissions.

Example use cases

Support Access — Giving customer service reps access to view member histories to resolve disputes or missing points.
Content Contributor — Allowing a copywriter to access the CMS to draft news posts without seeing financial data.
Regional Manager Roles — Restricting a manager's view to only the performance data for their specific store locations.
External Agency Access — Providing limited access to a marketing agency to manage campaigns without full system control.

How to measure success

✅
Key Performance Indicators

Primary KPI: Successful completion of administrative tasks without security incidents.

Secondary KPIs: Audit log activity and time to resolve internal support tickets.

Governance & Operations

Guardrails: Monitor the number of users with main Admin status (should be kept to a minimum).

Review Cadence: Weekly for the first month, then monthly.