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You need: Hub — cancel. Typically hub_manager only — deliberately not given to hub_operator. Cancelling stops an order entirely. It is one of the two critical Hub actions, alongside Forcing a delivery. Before you cancel Check Why Is cancelling actually what'...

You need: Hub — force delivery. Typically hub_manager only. This is the most consequential action in the Hub — read the whole page before using it. Force delivery closes an order as delivered when the normal flow could not close it — most often because the dr...

You need: Hub — orders and status for the store view, Hub — driver alerts for driver alerts. Alongside the order board, the Hub shows the state of your stores and raises alerts about drivers. The store view A per-store operational view of the stores within you...

You need: Hub — branch alarms to view. Archiving needs Hub — archive alarms, typically hub_manager. Branch alarms flag that a store needs attention — as opposed to driver alerts, which flag a person, and incidents, which you record yourself. What they tell yo...

You need: Alarm settings — view to read, Alarm settings — edit to change. The dedicated role is alarms_config_manager; admin also has it. Alarm settings decide when an alarm fires. They apply across the whole chain, not per store. The three families Type Wat...

You need: Archived alarms — view. Exporting needs the metrics export permission. hub_manager holds the view; chain-wide export is typically admin. Archiving an alarm doesn't delete it. Archived alarms are kept and can be reviewed later — the history is where...

Audience: marketing and customer-care staff who issue promotions, vouchers, subscriptions and wallet credit. You need: a permission per area — they are separate, and holding one grants nothing in the others. Marketing covers five independent areas. They look s...

The five Marketing areas are introduced in Marketing: the five areas. Wallets, vouchers, personal promotions and promotional codes all support changing many records at once. They follow the same three-step shape, and learning it once covers all four. The three...

Four of the areas described in Marketing: the five areas accept a CSV, so you can issue something to many customers at once. Import What it creates Permission Personal promotions A promotion per customer, from a phone list Personal promotions — import Loyalty ...

You need: Promotional codes — view to browse, Promotional codes — edit to create or change anything. Promotional codes are organised as campaigns that generate coupons. Getting that relationship right makes the rest of the screen obvious. Term What it is Promo...

You need: Promotional codes — edit. Promotional codes are the one import with full job tracking. Unlike the other CSV imports in Importing from a CSV, you can see a running import's progress, and you get told if one is already going. One active import at a tim...

You need: Voucher manager — view to browse, Voucher manager — edit to create or change. Importing needs Voucher codes — import, which is separate again. A voucher is a fixed amount a customer can redeem once. Simpler than a promotional code — there is no campa...

You need: Customer promo manager — view to browse, … — edit to change. Importing needs Personal promotions — import, separate again. A personal promotion attaches an existing offer to a specific customer. Where a promotional code is something any customer can ...

You need: Subscriptions manager — view to browse, … — edit to change. Importing needs Loyalty subscriptions — import, separate again. A subscription gives a customer an ongoing benefit for a period, rather than a single-use code or amount. This is the smallest...

You need: Wallet manager — view. Most wallet work starts with a customer on the phone. This page is how you get from what they can tell you to what you need on screen. Start from the phone number Customers know their phone number. They rarely know their custom...

You need: Wallet manager — edit to create or change records. Browsing needs only the view permission. Importing credit needs Wallet codes — import, separate again. A wallet record is one movement of credit. The customer's balance is the net of their records — ...