Managing Group Permissions to Reward Items

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Your Dynamic Rewards Menu
 
When reward items are created or edited, practices can choose which Groups can see them. For instance, if a practice creates a reward for completing an orthodontic treatment, it can choose to show this reward only to patients in their Orthodontic Group, as opposed to all patients.
This flexibility enables practices to create reward items specifically tailored to certain groups, which in turn gives practices a more effective means of incentivizing behavior modification and achieving the practice’s marketing goals.
 
 
Adding & Editing Rewards
 
To manage these reward menu items, click on Manage in the grey toolbar at the top of your screen. Then, click on "Reward Menu."
 
 
Now you're on the Reward Menu Manage screen, where you can create and edit all of your reward items and categories!
 
By clicking the "Add Reward Item" button or clicking the "Edit" link next to any of your current reward menu items, you will be taken to the Add Reward Item screen.
 
 
From here, you will be able to give permissions to certain groups to have access to the reward item you're creating/editing.

The colored boxes below these fields represent Groups that you have created (if you have not created a user group yet, click here to find out how). By checking/unchecking the boxes, you can set permissions for certain groups to have access to this reward item. You can also hover over the boxes to see more details about each of them, including their descriptions, features, and user counts.

 

Once you click "Save," those groups will now be able to access this reward menu item!

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