Empower each brand within your multi-brand ecosystem to craft its own customer engagement strategy while maintaining a unified loyalty program. For multi-brand companies, managing customer loyalty can be challenging. A shared loyalty program often lacks the flexibility individual brands need to maintain their unique identity while still benefiting from cross-brand customer engagement. 

With this feature, multi-brand companies can create User Access Groups and assign them to Location Groups to ensure proper brand separation within the system.

📚 In this article...

Purpose of Access Groups

How It Works

How to Enable Access Group Feature

Create Access Groups

Associate Location Groups with Access Group

Create Rule to Tag Member Location

Purpose of User Access Groups:

User Access Groups are designed to restrict access and maintain brand independence by ensuring that users can only view and edit data associated with their assigned brand. Ideally, each User Access Group corresponds to a single brand, preventing cross-brand visibility and campaign crossover while allowing seamless internal collaboration.

How It Works:

• Each User Access Group will be assigned to a Location Group, linking users to specific locations associated with their brand.
• Employees within a brand will only have access to the data and content created within their assigned User Access Group.
• Group-level users also known as 'HQ' users will have broader access and can oversee multiple brands as needed.

This setup ensures secure, structured access control, allowing brands to operate independently while maintaining an organized multi-brand environment.

How to Setup Access Groups:

Follow these steps to enable the Access Group feature:

1. Navigate to the Business Profile section.
2. Go to Features & Add-Ons in the menu.
3. Locate the Access Group option.
4. Check the box next to "Access Group" to enable the feature.
5. Save your changes to apply the updates.

Once enabled, you can begin setting up User Access Groups to manage brand-specific access and data visibility.

Creating Access Groups:

Follow these steps to set up new Access Groups:

1. Navigate to the Business Profile section.
2. Go to Franchise Settings in the menu.
3. In the "Identify by:" field, select the Access Group option.
4. Once selected, an additional section will appear below.
5. Click on the Access Group button to add a new group.
6. In this section, you can:
   • Name the Access Group
   • Add or remove users
   • Delete the Access Group if needed
7. To add users, click on the + Users button and search for the email associated with the use

Additional Notes:

• Users can be in more than one Access Group if needed.
• Users who are not associated with any Access Group will have access to all data across locations—these are known as HQ users.

Once set up, Access Groups will ensure brand-specific data separation while allowing HQ users to oversee all data.

Associating Location Groups with Access Groups:

Follow these steps to associate Location Groups with the Access Groups you’ve created:

1. Navigate to the Business Profile section.
2. Go to the Locations menu option.
3. Since the Access Group feature is enabled, the "+Access Group" button should now be visible.
   • 
4. Click on the +Access Group button.
5. Select the desired Access Groups to associate with each Location Group.
6. Once selected, each Location Group will be linked to the chosen Access Groups.

Additional Notes:

• You can assign multiple Access Groups to each Location Group if needed.
• The +Access Group button will display the number of Access Groups assigned to each Location Group, giving visibility into the configurations.

Now that your Location Groups are associated with the Access Groups:

• Users in Access Groups will only be able to access/edit activities and campaigns tied to the Location Groups they are assigned to.
• If an activity is created by an HQ user (a user not assigned to any specific Access Group), it will be visible but not clickable to any users within an Access Group. HQ created activities are identifiable by an HQ banner as seen below.

Creating a Rule to assign Location Tags to Members:

Users in Access Groups have limited permissions when creating activities. They can only create activities for filtered members based on location tags. To ensure members are tagged correctly, you must first create a rule that applies the appropriate location tag to members.

Step 1: Create a Rule to Tag Members

1. Go to the Campaign Center and find the appropriate campaign.

2. Click +Activity, then select Rule.

3. Choose "Makes a Purchase" as the trigger.

Step 2: Add Conditions & Actions

1. Condition:

   • First dropdown, select Location Groups.

   • Second field, select "is one of".

   • Third field, choose the appropriate location group(s).

2. Action:

   • Select "Tag Member".

   • Choose or create the appropriate location tag for the selected location group.

3. Repeat:

   • Create a separate rule for each location group. 

     • Example of Location Group Tagging Rule: