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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Available Permissions (ACL)

Understand how the Access Control List (ACL) works in Open Loyalty and explore the available permissions that define what admins can view and modify within the system.

Overview

The ACL (Access Control List) controls what an admin can view and modify in the Admin Panel.

Permissions are assigned per resource and come in two levels:

  • View: read-only access.

  • Modify: create, edit, delete, and run actions.

Anything not granted is hidden or disabled. Some API calls can return 403 when access is missing.

Grant the minimum permissions needed for the job (least privilege).

Where you manage permissions

You add these permissions in Settings → Roles when creating or editing a role. See Roles.

Common requirements and dependencies

Always grant View → Stores for new roles. Without it, the Admin Panel may not work.

Common dependencies:

  • Segments often needs Members to view members inside segments.

  • Transactions often needs Members for member-level transaction views and matching.

  • Issued rewards often needs Members to open linked member profiles.

  • Exports/imports require access to the underlying resources you export/import.

Permission catalog

Use the sections below as a reference when building roles.

Tenants (Stores)

Tenants (Stores)

Access tenant-level data.

  • View: required to display data across many screens.

  • Modify: edit tenant-related configuration.

Removing this permission can break page loading and data visibility.

When adding a new tenant, it's not automatically assigned a role. A super admin or an admin with role modification permissions must update this setting (see Settings / ACL).

Settings

ACL

Manage roles and permissions.

  • View roles

  • Create roles

  • Edit role permissions

You need ACL to change any role configuration.

Admins

Manage admin users.

  • View admin list

  • Edit admin details

  • Change passwords

Changing an admin’s role requires ACL permission.

Audit log

  • View logs

  • Filter by date range

  • Export logs

Channels

  • View channels

  • Modify channel configuration

  • Apply channel-related conditions

Language

  • Manage system languages

  • Add/remove languages

  • Change display language from the top navigation

Translations

  • Manage translation keys

  • Edit localized system text

Useful for multi-language deployments.

Settings

Access tenant-level settings screens, including:

  • Wallet types

  • Activation settings

  • Expiring units configuration

  • Wallet overview on the dashboard

Technical settings

Access advanced technical configuration options.

Members

Members

  • Members list

  • Single member profile

  • Activation/deactivation

  • Member configuration

  • Transaction matching

Segments

  • Segment list

  • Create/edit segments

  • Use segments in campaigns, achievements, and rewards

Viewing members inside segments requires Members permission.

Custom events

  • Manage custom events and schemas

  • Use custom events in campaigns and achievements

Badge

  • View badge data

  • Edit badge names

  • Modify completion counts

You need at least View to see badges in achievements and member profiles.

Transactions

Transactions

  • Transactions list and details

  • Add/edit transactions

  • View member transactions

  • Match transactions

This typically requires Members permission to view related member data.

Analytics

Dashboard (General overview)

  • View dashboard overview charts

  • Filter dashboard data

Home

Access additional dashboard metrics, including:

  • Total members

  • Members without transactions

  • Members with transactions

  • Members by tiers

Single campaign view (Campaign overview)

  • Campaign-specific analytics

  • Filtering campaign metrics

Global management

Global management

  • Global settings

  • Key metrics across multiple tenants

  • Cross-environment management

Usage

  • Usage charts

  • Total number of transactions

  • Billable members across tenants

Rewards

Issued rewards

  • Reward fulfillment list

  • Change reward status

Opening linked member profiles requires Members permission.

Rewards

  • View reward list

  • Add/edit rewards

  • Manage images

  • Duplicate rewards

  • Configure reward settings

Claiming rewards typically requires Members permission.

Rewards categories

  • Manage reward categories

  • Add new categories

Selecting categories during reward creation requires Rewards permission.

Imports / exports

Exports

  • Export member lists

  • Export members by tiers and segments

Exports also depend on access to the exported resources.

Imports

  • Import members

  • Assign members to segments

  • Import unit transfers

Mass actions

  • View mass action logs

  • Run bulk operations across the system

Wallets

Wallets

  • View member wallets in the member profile

Unit transfers

  • View unit transfer list and details

  • Add/deduct units

  • Cancel or expire transfers

Other modules

Webhook subscriptions

  • View active webhooks

  • Add/delete webhook subscriptions

Collections

  • Manage collections

  • Add new collections

Importing values into collections requires Imports permission.

Tiers

  • View and edit tiers

  • Manage tier sets

Exporting members from tiers requires Exports permission.

Campaigns

  • View campaigns list

  • Add/edit/duplicate campaigns

Correct campaign display often requires Segments and Tiers permissions.

Default role

A role can be marked as Default. When enabled, it is assigned automatically to new admins created via SSO login.

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