---
title: "Add / Edit / Delete Managers"
description: "Follow a few simple steps to add/edit/delete manager profiles"
url: https://help.loyally.ai/en/articles/12-add-edit-delete-managers
collection: "Managers"
updated: 2026-09-29
language: en
---

# Add / Edit / Delete Managers

Follow a few simple steps to add/edit/delete manager profiles

* * *

## **Managing Manager Profiles in** [**Loyally.ai**](https://Loyally.ai)

### **Accessing Manager Profiles:**

1.  Sign in to [**Loyally.ai**](https://app.loyally.ai/) and go to '[**Managers**](https://app.loyally.ai/managers)' in the Menu Panel.
    
2.  Here you'll be able to add, edit, and delete your managers. Manager logins depend on your plan: Starter is owner only (no manager logins), Growth includes 10 managers and Premium includes 50.
    

* * *

### **Adding a Manager:**

-   Click '**Add Manager**' at the bottom of the Managers grid or under Create Manager.
    
-   Fill in the manager's details:
    
    -   Full Name
        
    -   Email
        
    -   Contact Number
        
    -   Password (for the manager's profile)
        
    -   Location (Choose the location they will manage)
        
    -   \[**Optional**\], add any additional notes and toggle off 'Send access to email' if you don't wish to send an email invitation.
        
-   Click '**Save**' to create the profile.
    

![](https://staticfiles.gleap.io/ghelparticle/gkCi1poDq6juoUlg2oPDePHijxKX8NLDT8ImYH8IGxVOpjVDj4gkskmDPevmpbJJ91P20xvJZaW.gif)

* * *

### **Editing a Manager:**

-   In the Managers grid, find the manager profile you want to edit and click the pencil icon.
    
-   Make the necessary changes in the editable fields in the Edit Manager popup.
    
-   Save your changes.
    

![](https://staticfiles.gleap.io/ghelparticle/kQTbBzI7oueO5A03Hi3qTPgMQkyzx5jDyKl6UyFZXVs9nxOnwNWa5CGo4TJbnR7Mg6t5JOBOoAj.png)

* * *

### **Deleting a Manager:**

-   Select the manager's username in the Managers grid to view their profile.
    
-   Navigate to the Information section and click '**Delete manager**'.
    
-   Confirm the deletion in the popup by clicking '**Remove**'.
    

![](https://staticfiles.gleap.io/ghelparticle/rzZIyvd6Y7CXDkQHd6C6DSECZGXPjIlNHMFzE17RRYpBoTbgQZFtzDu5f6pIZVzVv0HUG6Tdz8w.png)

* * *

## How to Edit Manager Access

Manager permissions are part of the Premium plan; on Growth, a manager’s profile has no Permissions section. On Premium, to modify a manager’s access levels, follow these steps:

1.  Navigate to the ‘[**Managers**](https://app.loyally.ai/managers/1556827)**’** grid and click on the specific **username** of the manager you wish to edit.
    
2.  Scroll down to locate the ‘**Permissions’** section within their profile.
    
3.  Review the available options and toggle or select the specific areas.
    
    you want this manager to oversee.
    
4.  Ensure you click ‘**Save**’ the profile to apply the new access levels immediately.
    

![](https://staticfiles.gleap.io/gattachments/9rVNyCtFN8sqXatImzN9M96uifJdBsLd94tU6PNNgK4ovvprTxsPVIZJtgdhqx9cINRgYnEBhm7.gif)

* * *

### Available Permission Options

Permissions are categorized by data visibility (Viewing) and administrative actions (Editing). Below is a breakdown of the specific options you can configure:

### Analytics and Statistics

These permissions allow managers to monitor the performance and health of your loyalty program.

-   **View Activity statistics -** General engagement metrics.
    
-   **View Revenue statistics -** Financial performance and ROI.
    
-   **View Feedbacks statistics -** Customer reviews and satisfaction scores.
    
-   **View Referrals statistics -** Tracking of word-of-mouth growth.
    
-   **View Customer profile statistics -** Demographic and behavioral data.
    

### Content and Design

Control who can see or change the messaging and templates used in your program.

-   **View/Edit Templates -** Manage the look and feel of your loyalty assets.
    
-   **View/Edit Mailings -** Access to email campaign settings and content.
    
-   **View/Edit Pushes -** Control over mobile push notification delivery and content.
    

### Customer and Segment Management

Manage how your team interacts with your database and customer groups.

-   **View/Edit Customers -** Access to individual customer records and the ability to modify personal details.
    
-   **View/Edit Segments -** Ability to view or redefine specific customer groups for targeted marketing.
    

### Operations and Locations

Permissions related to the daily physical or digital logistics of your business.

-   **View Operations -** Oversight of system logs and operational workflows.
    
-   **Make Accruals -** Grants the authority to manually add points or rewards to a customer's account.
    
-   **View/Edit Locations -** Management of physical store data or digital branch settings.
    

> **Info:** **Note:** We recommend the "**Principle of Least Privilege**”, only grant managers access to the specific tools they need to perform their daily tasks to ensure your data remains secure.

* * *

## Related Articles

[

Manager Seats

Learn how to create manager profiles

](https://help.loyally.ai/en/articles/42-manager-seats.md)[

Manager Profiles

Create manager seats for your sales persons to get access to Scanner App

](https://help.loyally.ai/en/articles/43-manager-profiles.md)