Main menu: Settings
In this manual you will learn more about the functions of the options Profile and Subscription. You can access these suboptions by clicking on Settings in the main menu on the left.
Profile
User Information
Under User Information, you can maintain your login and personal data such as name, email address, phone number, and password. Additionally, you can set your default language here. Based on the selected default language, the system is automatically set to the corresponding language upon login, and you will receive notifications in the chosen language.
Company Information
Under Company Information, you can maintain your company data, such as your company name, address, logo, and website.
Marketing Consent
Under Marketing Consent, you can choose whether you wish to receive in-app marketing notifications and/or marketing emails. For emails, consent is given through a Double Opt-In (DOI) procedure. For documentation purposes, the following information is tracked and displayed in your profile:
- Email: [Example-Email-Address]
- Consent Date: [Date] [Time]
- Origin IP: [IP-Address]
- Text Version: [Version]
- DOI Date: [Date] [Time]
- DOI IP: [IP-Address]
Administrator Access
Activating this option allows administrators to access your user interface for troubleshooting or configuration purposes. Administrators can only access your account if you have explicitly enabled this option. For security, both the granting of permission and every actual access by an administrator are logged completely. It is recommended to grant access only for a limited period of time.
All activities (granting access, revoking access, and the actual administrator access) are logged in an overview.
Contracts
The Contracts section displays a table showing when you agreed to which version of the Data Processing Agreement (AVV) or the Terms and Conditions (AGB). You can also view the individual contract versions here.
Subscription
By clicking on the suboption Subscription, you will be redirected to the customer portal of our payment
provider Stripe. Here you can adjust the data needed to process payments, retrieve your invoices generated by
Loyalista and cancel your subscription with us. You can adjust your subscription independently. Upgrading takes effect immediately, with pro-rated billing for the previous plan and the start of a new billing period. Downgrading becomes effective at the end of the current billing period. If you have any questions, you can contact our support email at info@loyalista.de at any time.
Related Articles
Main menu: Dashboard
In this manual we will give you an overview of the functions of the dashboard. You can access the dashboard directly by logging into your Loyalista account. Otherwise, you can return to the Dashboard at any time by clicking on Dashboard in the main ...Main menu: Integrations
In this manual you will learn more about the functions of the option Integrations. You can access this sub-option by clicking on Integrations in the main menu on the left. With the help of the option Integrations you can connect your plugin with ...Main menu: Notifications
In this manual, we describe the functions of the Notifications option. You can access the Notifications option by clicking on Notifications in the main menu on the left. We've already given you a brief overview of notifications in the dashboard ...Main menu: Orders
In this manual you will learn more about the option Orders in the main menu on the left. Under Orders you get an overview of all orders and credit notes that have been transferred from plugins to Loyalista. Table 1 explains which information you will ...Main menu: Customers
In this manual, you will learn more about the functions of the option Customer overview and Merge requests. You can access these suboptions by clicking on Customers in the main menu on the left. Customer overview In the customer overview you will ...