User & Customer Management
Complete guide to managing admin users and customer accounts.
Managing Admin Users
User Roles Overview
| Role | Access Level | Common Use Case |
|---|---|---|
| Super Admin | Full platform access | Batch internal team |
| Brand Admin | Full brand access | Brand owners, marketing managers |
| Hub Admin | Single location access | Dispensary managers |
| Developer | API access, read-only admin | Technical integrations |
| Support | Customer service tools | Support team |
| Read-Only | View-only access | Analysts, accountants |
Adding Admin Users
Navigate to: Admin Portal > Settings > Users > Add User
Email: manager@yourbrand.com
First Name: John
Last Name: Doe
Role: Brand Admin
Locations: All (or specific hubs)
Permissions:
├── Products: Edit
├── Orders: Edit
├── Customers: View & Edit
├── Loyalty: Edit
├── Promotions: Edit
├── Analytics: View
└── Settings: View Only
Send Invitation: Yes
User receives:
- Email invitation
- Set password link
- Access instructions
Managing Permissions
Granular Permissions:
Products:
├── View Products
├── Create Products
├── Edit Products
├── Delete Products
└── Manage Inventory
Orders:
├── View Orders
├── Process Orders
├── Refund Orders
└── Cancel Orders
Customers:
├── View Customer Data
├── Edit Customer Profiles
├── Manage Loyalty Points
└── View Purchase History
Managing Customers
Customer List
Navigate to: Admin Portal > Customers
Filters:
Status: Active, Inactive, Banned
Loyalty Tier: Bronze, Silver, Gold, Platinum
Registration Date: Last 7/30/90 days
Lifetime Spend: $0-50, $50-500, $500-5000, $5000+
Orders: 0, 1-5, 6-20, 21+
Location: By hub/city
Quick Actions:
- Export customer list CSV
- Bulk email to segment
- Apply tag to selected
- Award points to group
Customer Profile
View Customer Details:
Basic Info:
├── Name: John Smith
├── Email: john@example.com
├── Phone: (555) 123-4567
├── Birthday: 04/20/1990
└── Member Since: Jan 15, 2023
Loyalty Status:
├── Current Tier: Gold
├── Points Balance: 3,450 points ($34.50)
├── Lifetime Points Earned: 12,800
├── Next Tier: Platinum (need $3,200 more spend)
└── Tier Expires: Dec 31, 2024
Purchase History:
├── Total Orders: 45
├── Lifetime Spend: $1,800
├── Average Order: $40
├── Last Order: 3 days ago
└── Favorite Category: Flower (60% of purchases)
Engagement:
├── Email Open Rate: 65%
├── Product Scans: 23 scans
├── Reviews Written: 5 reviews
└── Referrals: 2 friends referred
Actions:
- Manually adjust points (+/-)
- Apply coupon to account
- Send personalized email
- Add internal notes
- Reset password
- Merge duplicate accounts
- Ban/suspend account
Customer Segments
Create segments for targeted campaigns:
Segment: High-Value At-Risk
Criteria:
├── Lifetime Spend > $1,000
├── Last Order > 60 days ago
└── Email Open Rate < 20%
Action: Re-engagement campaign with 25% off
Segment: New Customer Onboarding
Criteria:
├── Registration Date: Last 7 days
├── Orders: 0-1
└── Email Verified: Yes
Action: Welcome series + first purchase discount
Best Practices
User Management
Security:
- ✅ Use role-based access control
- ✅ Regular permission audits
- ✅ Require 2FA for admins
- ✅ Deactivate users immediately on offboarding
- ❌ Don't share admin accounts
Onboarding:
- Provide training materials
- Document processes
- Assign mentor for first week
- Review permissions after 30 days
Customer Management
Privacy:
- ✅ GDPR/CCPA compliance
- ✅ Allow data export/deletion requests
- ✅ Transparent privacy policy
- ✅ Secure payment data (PCI compliant)
- ❌ Never share customer data
Communication:
- Personalize emails with customer name
- Segment by behavior, not just demographics
- Respect unsubscribe requests immediately
- Track engagement metrics