Manage users and roles

Learn how to invite users and control access with roles in Voucherify

Voucherify uses users, projects, and roles to control access to data and actions. This setup helps teams work together while keeping permissions clear and safe.

Key concepts

Owner

The owner is not a role. It is a special flag added to a user account.

The owner flag:

• Allows access to Team Settings
• Enables management of team-level settings such as users, roles, billing, and security

The owner flag does not change role permissions. An owner still follows the limits of the role assigned to them, such as Viewer or User.

Users

Users are people invited to work in the Voucherify dashboard.

After accepting the invitation, users can be assigned to one or more projects. All user actions are logged and visible in audit logs.

Projects

Projects group campaigns and data.

User access is managed per project, which means a user may have access to one project but not another.

Roles

Roles define what actions a user can perform, such as viewing data, creating campaigns, or managing settings.

Custom roles are defined at the organization level, while users are assigned roles within projects.

Invite a new team member

Only the account owner or a user with Admin permissions can invite new users.

1. Open Team Settings

   Select your username in the bottom-left corner and go to Team Settings.

2. Start the invitation

   Open the Team tab and choose Invite member.

3. Provide user details

   Enter the user’s first name, last name, and email address.

4. Assign projects and roles

   Select the projects the user can access. For each project, assign a role.

5. Send the invitation

   Confirm with Invite Member. The user receives an email to activate their account.

After activation, the user appears in the team list. You can later update their roles or project access.

User roles

Built-in roles

Voucherify includes the following predefined roles:

Role	Description
Admin	Full access to all data, settings, and user management.
User	Can create, edit, and export data in assigned projects, but cannot manage users or projects.
Viewer	Can view and export data but cannot make changes.
Restricted user	Can work only within assigned areas or stores, set by an Admin or owner.
Merchant	Has no dashboard access. Can validate and redeem single codes through the API and view own redemptions.

Custom roles (Enterprise)

With an Enterprise plan, Admin users can create custom roles with specific permissions.

To create a custom role:

1. Go to Team Settings > Roles.
2. Duplicate an existing role.
3. Enable or disable selected permissions.
4. Save the role.

You can then assign the custom role to users within selected projects.

Manage user access

You can manage users from Team Settings > Team.

From the user list, you can:

• Add a user to a project
• Change the user’s role in a project
• Remove the user from a project
• Update user details

Only users with the required permissions can manage roles and assignments.

Access for partners and affiliates (Merchants)

If partners do not need dashboard access, you can provide API-only access.

Merchants:

• Do not access the dashboard
• Can validate and redeem single incentives
• Cannot use stackable redemptions
• Use only the API key assigned to them

To create merchant access:

1. Go to Project Settings > General > Application Keys.
2. Create a new API key.
3. Assign the Merchant role.
4. Share the key securely with the partner.

Management API (Enterprise)
You can also manage users, roles, and project assignments programmatically using the Management API.

Related features

Project settings

Manage application keys, client-side permissions, and security options that affect user access.

Areas and stores

Use areas and stores to limit access for restricted users and manage teams by location.

Management API (Enterprise)

Manage users, roles, and project assignments programmatically using the Management API.

Audit logs

Review user activity and changes made in the dashboard for security and compliance.