Recently Updated Pages
Reports and Metrics: which to use
Audience: managers and analysts reading performance data, and operations staff investigating a sp...
Filters, dates and favourites
You need: Sales reports. Every report is driven by the same filter set. Understanding it once cov...
Loyalty subscriptions
You need: Subscriptions manager — view to browse, … — edit to change. Importing needs Loyalty sub...
Wallets: finding a customer
You need: Wallet manager — view. Most wallet work starts with a customer on the phone. This page ...
Wallets: managing records
You need: Wallet manager — edit to create or change records. Browsing needs only the view permiss...
Importing promotional codes
You need: Promotional codes — edit. Promotional codes are the one import with full job tracking. ...
Vouchers
You need: Voucher manager — view to browse, Voucher manager — edit to create or change. Importing...
Personal promotions
You need: Customer promo manager — view to browse, … — edit to change. Importing needs Personal p...
Importing from a CSV
Four of the areas described in Marketing: the five areas accept a CSV, so you can issue something...
Promotional codes
You need: Promotional codes — view to browse, Promotional codes — edit to create or change anythi...
Archived alarms
You need: Archived alarms — view. Exporting needs the metrics export permission. hub_manager hol...
Marketing: the five areas
Audience: marketing and customer-care staff who issue promotions, vouchers, subscriptions and wal...
How bulk changes work
The five Marketing areas are introduced in Marketing: the five areas. Wallets, vouchers, personal...
Branch alarms
You need: Hub — branch alarms to view. Archiving needs Hub — archive alarms, typically hub_manag...
Alarm settings
You need: Alarm settings — view to read, Alarm settings — edit to change. The dedicated role is ...
Cancelling an order
You need: Hub — cancel. Typically hub_manager only — deliberately not given to hub_operator. Ca...
Forcing a delivery
You need: Hub — force delivery. Typically hub_manager only. This is the most consequential actio...
Stores and driver alerts
You need: Hub — orders and status for the store view, Hub — driver alerts for driver alerts. Alon...
Assigning and unassigning a driver
You need: Hub — assign to assign and to see available drivers. Unassigning is a separate permissi...
Changing the promised time
You need: Hub — modify ETA. Held by hub_manager and branch_manager. The promised time is what t...