The admin dashboard is the control center for administrators and managers. To start, access the admin dashboard at /en-us/admin after your sub-domain name (this has been created at Voucheriser based on the information provided while you were signing up with Voucheriser), such as https://yourbusiness.voucheriser.com/en-us/admin, or if your are using your own custom domain https://www.yourdomain.com/en-us/admin.
Please contact us if you wish to have your own Custom Domain!
The en-us in the url above is the default language of your Voucheriser portal. You can change the default language in the admin dashboard Settings section!
As an administrator, you possess full authority over the entire system. This includes the capability to appoint additional administrators and managers. Administrator is mainly responsible to perform the following tasks:
Once you subscribe to one of the plans at Voucheriser, you will be redirected to setup wizard. In this wizard, the main Administrator (the first user who registers in Voucheriser.com) shall complete the initial required information including:
1- Your compony Logo and Color theme;
2- Compony details and address;
3- Localization details;
4- Email settings to be able to send emails to your customers.
5- Billing and maintaining of the account.
6- Managing other settings such as FAQ, Privacy and Terms of use pages setup and also setting Payment Gateway for your customers to be able to purchase your Vouchers Sets online, if you have this option in your subscription plan.
Administrators are super users, as best practice, it is recommended to have one, in other hand, Managers will have less power and are primarily responsible for creating Business Units (partners) who are the users for each business.
For a Multi-Business company, Manager can create a separate Business unit (controlled by a Partner) for each business. This will create proper segregation between each business for Vouchers Sets, Loyalty Cards, Customers (Members) and transactions. Managers can access Business users (partners) within their assigned network but cannot interact with those beyond their network.
As an administrator, you're responsible for creating both administrators and managers. While administrators have unrestricted system access, managers specifically oversee designated networks. Within these networks, managers can add business units (partners).
Implementing this division of roles ensures efficient management of different networks within the application.
You can create / change Administrators or Managers by clicking Administrators link in main admin dashboard or from top menu.
An important difference between administrators and managers is their access to member data. Administrators can see all registered members. Managers, on the other hand, do not have direct access to member data. However, they do have access to partner accounts (Business users) under their authority and can view members associated with those partners.
Networks serve as an organizational framework, grouping together managers and business units (partners). Invisible to regular website users, networks categorize entities like shopping centers, geographical regions, or specific brands.
Within a network, managers are authorized to establish new Business Units (partners). These partners can then proceed with creating Vouchers Sets or Loyalty Cards.
Once you setup the system for the first time a Default Network will automatically get created. Feel Free to change or create additional networks by clicking Networks link in main admin dashboard or from top menu.
Business Unit is the first object that should be created in Voucheriser. Each Business will minimum have 1 Business unit. Based on your subscription plan you will be able to create more business units as well.
When a business unit is created, The Business Name is the indicative of you Business and each Business unit shall have a user (Partner) to manage it.
To create a Business click on Businesses link in main admin dashboard or from top menu and complete the required information.
Each Business user (as we call it a Partner) can access their portal by adding /en-us/partner after your sub-domain name, such as https://yourbusiness.voucheriser.com/en-us/partner, or if your are using your own custom domain https://www.yourdomain.com/en-us/partner.
During partner creation or editing, there's an option labeled Can display cards on homepage. When activated, this lets the partner display their Vouchers Sets and/or loyalty cards on the homepage with the "Visible on homepage" setting. This will help Businesses to manage the landing page of their Voucheriser portal, or make some of the Vouchers Sets or Loyalty Cards a bit more private.
If deactivated, members can only access the vouchers sets or loyalty cards through a direct link or QR code.
You can refer to Business Units (Partner) Area to learn about Partner portal.
Members, are your Day to Day customers, they can Purchase your Vouchers Sets and Redeem Items (products/services) from them or follow (Register) to your defined Loyalty Cards to earn points and claim them for Rewards.
Administrators can view, edit or deactivate any registered website member. Admin can View the Transactions performed by members, however cannot add any new transactions. You can impersonate Members to be able to login to their account to resolve any possible issues they may have. Note that only Admin can do this activity.
To view Members activities and transactions click on Members link in main admin dashboard or from top menu and complete the required information.
In this section administrator has access to change application settings including the initial settings and also has access to add About Page, Privacy Policy and Terms and Conditions that you wish to define for the Bundle Services/Products or Prepaid packages that you will offer based on Vouchers Sets or Rules and conditions that you define for your Loyalty programs and pointing system.
Admin can also enable the Cookie Concent popup for your front page if it is required based on the Jurisdiction of your operation.
In addition, Admin can define FAQ section for your Members, to define how members could interact with your Customer Experience platform built on Voucheriser. There are some Default Faqs already defined, however feel free to make changes.
Admin can also set the Custom Email configuration. By default all the emails to your customers (example of emails, when customer purchase a Vouchers Set, or Redeem an Item, or Earn points on their loyalty card) will be sent from yourbusiness@voucheriser.com, reply to these emails will not be tracked, hence we highly recommend that each business setup the email configuration of your own business.
Currently Voucheriser support "Voucheriser" and "SMTP" protocols! "Voucheriser" is the default setting as explained above. You can change the setup to SMTP and update the SMTP configuration in the Email Setting section, by adding the necessary information. For SMTP settings to be enabled, you need to Verify your email settings, (a button to Verify will be enabled post completing the SMTP setup). This will ensure that your customers will get the emails from you. Don't forget to verify your SMTP configuration every time that you make a change to it.
Billing Section is a place that you can maintain your accounts and View all the Payments for your subscription, You will also be able to upgrade, or downgrade your subscription plan.
Main activities with in Billing Settings are
View existing subscription plan and its status;
View Payment Transactions and make payment for due payments and mange save payment card;
Change existing plan;
Please note that Voucheriser will Tokenize your credit card, after first time usage and automatically debit your account 7 days before end of your billing cycle. This will ensure smooth operation of your Voucheriser platform. We attempt to charge your save cards 2 times, first one, 7 days before the end of your billing cycle, if the payment fails (due to insufficient fund, or expired card or request from your bank to Authorize the transaction which is applicable for some of 3d Secured enabled cards), we attempt one more time 2 days before end of your billing cycle. You will receive an email for each attempt (successful to failed).
In case the second attempt also fails, and you don't attempt to pay the due amount manually in the billing section of your Admin portal, the account status will change to awaiting-payment, with limited access. You will have a grace period for limited access, if payment is not cleared, your account will be cancelled.
You have the option to enable your own Payment Gateway for your customers to purchase the Vouchers Sets online! (this depends on your subscription plan).
We currently support Paypal or Stripe as Payment Gateway providers. You can setup either of these Gateways, by filling your API Keys.
To access all above Settings options click on Settings link from top menu and complete the required information.