Quick starts by role

Each quick start lists what the role can do and the first tasks to complete. For what is a preview, see What is a preview today.

Store owner

You manage the whole store: staff, every branch, commercial figures, offer approval and publishing, and the plan.

1. Open Store and branches and make the store Ready to trade. See Store and branch readiness.
2. Invite your team in Staff and roles and assign each person a role and branches. See Staff and roles.
3. Enrol and pair a scanner for every branch in Devices and integrations. See Devices and integrations.
4. Set your SPX pricing in Points offers. See Points offers.
5. Review offers waiting for approval, approve the exact version, then activate or schedule it. See Offer catalog.
6. Check Home each day for work waiting on you. See Home and work queue.

Branch manager

You work only in your assigned branches: branch operations and the till, local offers, disputes and branch analytics.

1. Confirm the branch's location and opening hours in Store and branches.
2. Check that a scanner at your branch is connected (Devices and integrations — you can view it; the owner enrols it).
3. Use the scanner like a cashier when needed. See Scan and validation.
4. Work the exception queue in Redeemed rewards, and open disputes for your branch. See Redeemed rewards and exceptions.
5. Compose or amend local offers in Offer catalog. You can approve them only if the owner delegated approval to you; you cannot change pricing.
6. To undo a completed redemption, use Request correction — reversal is the owner's decision.

Cashier

You have one screen: the scanner at your branch.

1. Choose the scanner you are using. See Choose your scanner.
2. Type the customer's code and press Check code.
3. If it is Valid, enter the basket and receipt number, press Start redemption, apply the discount on your till, then record what the till applied.
4. If it is not valid, follow the instruction on screen. See Validation results.
5. Never accept a voucher the scanner cannot check. If something is wrong, use Report this scan or ask your manager.

Marketing

You compose offers, campaigns, content and notifications, and read the results. You can publish content and campaigns, but you cannot approve or publish an offer.

1. Create an offer in Offer catalog with New offer, check its generated terms in English and Arabic, and Send for approval. See Offer catalog.
2. Build an audience in Campaigns → Audience segments. See Campaigns.
3. Prepare images in Content and assets. See Content and notifications.
4. Read Analytics to see which offers work. See Analytics and reporting.

Analyst

You can read and export where allowed — Home, Analytics, Commercial summary, Ratings, Redeemed rewards, Vouchers, Offers, Branches, Campaigns, Fraud protection and Audit logs — and change nothing.