Giving colleagues access
- The colleague opens LoyaloA staff member of your Shopify shop opens Loyalo in the Shopify admin or logs in on admin.loyalo.ai with their Shopify account. No separate invitation or password is needed.
- They appear under TeamUnder Settings > Team you see everyone who has opened Loyalo, with name, email address and when they were last active.
- You choose a roleAn admin gives every person a role. You also set which role a new colleague gets on their first visit.
The roles
| Role | What this person can do |
|---|---|
| Owner | Everything. The owner of the Shopify account is always an owner. |
| Administrator | Everything: settings, integrations, import, the Loyalo subscription and the team. |
| Team member | The daily work: pausing, skipping and changing subscriptions, customers and points. No settings. |
| Viewer | See everything, change nothing. |
| No access | Cannot open Loyalo. |
An export holds the data of all your customers. That is why only owners and admins can export.
Several shops
If you manage several shops or work as an agency, you log in to each shop on admin.loyalo.ai with 'Add shop'. After that you switch at the top with one click. Every shop has its own data, settings, plan and team.
Language of the dashboard
The dashboard is available in Dutch and English. Inside the Shopify admin it follows the language of your Shopify account; on admin.loyalo.ai that of your browser. You can also choose yourself: at the bottom of the menu (in Shopify at the bottom of the page) you find 'Nederlands · English'. The choice applies to that browser, so every colleague picks their own language. What your customers see (the widget, the portal, the emails) follows the language of your shop, not that of the dashboard. Names your customers see, such as that of a plan or a reward, are filled in by Loyalo in Dutch; you change them yourself.
Activity log
Under Log > Activity you see who changed what and when: a changed setting, a started import, a changed role. Changes by customers themselves and by Stripe or Shopify are in there too.
Can I give someone access to just one shop?
Yes. Roles apply per shop. Someone only sees the shops where they have a Shopify staff account and a role.
How do I take someone's access away?
Set the role to 'No access' under Settings > Team. If you remove the staff member in Shopify, they cannot log in any more either.
How many shops can I have open side by side?
In one browser you can be logged in to up to eight shops at once and switch between them.
Importing subscriptions
Move over from Juo, Recharge, Appstle or another app: copy the plans, import subscriptions from a CSV file and switch without customers noticing.
Analytics and reporting
See the revenue of subscriptions next to the period before, with MRR, churn, payments, points and cohorts, and export the orders as CSV.
Troubleshooting
The widget does not show, a collection fails or an email does not arrive: per problem you find the cause and the fix here.