Owners and Admins can invite people from Settings › Team. Each person logs in with their own email address and gets one of four roles: Owner (everything), Admin (everything except plan and billing), Member (gift cards only, with limited actions) or Read-only (can look up gift cards but not change them). Members and Read-only users see part of each gift card code, not the full code.
What each role can do
| Owner | Admin | Member | Read-only | |
|---|---|---|---|---|
| Sidebar sections | All | All | Gift cards only | Gift cards only |
| Home, Reports, Branding, Marketing, Web store, Settings | Yes | Yes | No | No |
| Plan and billing | Yes | No | No | No |
| Invite people, change roles and remove people | Yes | Yes, except Owners | No | No |
| Make someone an Owner | Yes | No | No | No |
| Search and view gift cards, their timeline and email activity | Yes | Yes | Yes | Yes |
| See full gift card codes | Yes | Yes | Last 4 characters only | Last 4 characters only |
| Preview a gift card email, download the PDF | Yes | Yes | Yes | Yes |
| Issue gift cards, import or export gift cards | Yes | Yes | No | No |
| Adjust balance | Yes | Yes | No | No |
| Redeem a voucher | Yes | Yes | No | No |
| Resend gift card emails, edit customer details, notes and expiry, turn a card's emails on or off, re-sync a card | Yes | Yes | Yes | No |
| Void or delete a gift card, hide it from reporting | Yes | Yes | Yes | No |
If someone should only look up cards and balances, give them Read-only. Members can void and delete gift cards.
Staff who sell and redeem gift cards at your POS or online store don't need a Wrapped login. For in-person redemption where there's no integration, give staff a Redeem app login instead of dashboard access. See The Wrapped Redeem app.
Invite a team member
- Go to Settings › Team and select Invite member.
- Enter their Name and Email address.
- Choose a Role. The form starts on Admin, so change it if they need less access. Only Owners see Owner in the list.
- Choose a Job title. It's for your records only and doesn't change what they can do.
- Select Send invite.
They get an email You have been invited to join [your company] on Wrapped. They select Accept Invitation, then Send me a login link, and log in with that link. They can also log in straight from the login page with the invited email address. See Logging in to Wrapped.
The invitation email may say they've been invited "with Member access" whatever role you chose. The role you set on the Team page is the one that applies.
Change someone's role
- Go to Settings › Team.
- Select the person's name, or open the actions menu (…) on their row and choose Edit member.
- Choose the new Role and select Save.
A role change takes effect the next time they log in. Ask them to sign out and log in again.
- Admins can't edit or remove Owners.
- To change someone's email address, remove them and invite the new address.
Resend an invitation
Open the actions menu (…) on their row and choose Resend invite. They get a new invitation email.
Remove a team member
- Go to Settings › Team.
- Open the actions menu (…) on their row and choose Remove member.
- Confirm with Remove member.
They can no longer log in to this account. Their other Wrapped accounts aren't affected. You can't remove yourself. Owners can remove anyone else, including other Owners. Admins can remove anyone except Owners. If you invite the same email address again later, they get access again with the role you choose.
Common questions
How many team members can I have?
Wrapped doesn't limit the number of team members on any plan.
Can an account have more than one Owner?
Yes. An Owner can make other people Owners. Keep at least one Owner on the account, because only Owners can manage the plan and billing and make other people Owners. If you change your own role, you can't change it back yourself.
Why does a Member only see part of a gift card code?
To protect gift card value, Members and Read-only users see only the last 4 characters of each code. They can still find a card by searching the full code or its last 4 characters.
A Member sees Adjust balance, but it doesn't work.
Only Owners and Admins can adjust balances. Ask an Owner or Admin to make the adjustment, or change the person's role.
I'm a Member. Where's the Team page?
Members and Read-only users can't see the team. Ask an Owner or Admin on the account to invite someone or change a role.
Can I require my team to use two-factor authentication?
Not currently. Each person turns it on for their own login. See Two-factor authentication.
Is there a record of who changed what?
Yes. Invitations, role changes and removals, plus many other changes, appear in Settings › Audit log. See The audit log.
Someone works for two of our businesses. Do they need two logins?
No. Invite the same email address to both Wrapped accounts. They choose which account to open when they log in and can switch at any time. See Working across more than one Wrapped account.