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Access Control governs every aspect of who can log in to Loyalife and what they are permitted to see or do. Loyalife uses a role-based access model: every user holds one or more roles, and each role carries a defined set of permissions across the platform’s modules.

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Why access control matters

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Accessing Access Control

Select Access Controls from the left sidebar.

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Modules within Access Control

Manage team

Invite users, assign roles, reset passwords, lock/unlock accounts, and create custom roles with granular permissions.

Approval workflow

Configure and manage the Maker-Checker process for point adjustments, member status changes, partner onboarding, and rule activations.

Audit trail

Review a complete, tamper-evident log of every administrative action — who, what, when, and from where.

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Role structure

Loyalife comes with built-in roles for common team functions. You can also create custom roles with any combination of per-module permissions. Example role structure for a retail loyalty program:

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Permission levels

For most modules, permissions follow a hierarchy: Some modules have additional granular permissions — for example, Approve Assigned Invoices, Verify Onboarding Requests, or PI Data Access.

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Maker-Checker governance

For sensitive actions — manual point adjustments, member status changes, partner onboarding — Loyalife enforces a two-step approval process:
  1. A Maker initiates the action
  2. A Checker/Approver reviews and authorises it before it takes effect
This is configured in Approval Workflow and can be enabled or disabled per action type. See Approval workflow for details.
Once the Suspension Actions toggle is enabled in the Approval Workflow, it cannot be reversed. Plan this configuration carefully.