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Documentation Index

Fetch the complete documentation index at: https://docs.voucherify.io/llms.txt

Use this file to discover all available pages before exploring further.

Voucherify uses members, projects, and roles to control access to data and actions. This setup keeps access structured and permissions clear.

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Key concepts

Read the key concepts related to managing members and roles.
The owner is not a role but a special status assigned to a member account that creates the account for your organization in Voucherify.The owner status:
  • Grants access to Team settings.
  • Allows managing team-level settings such as members, roles, billing, and security.
The owner status does not change role permissions. An owner still operates within the permissions of their assigned role (for example, Viewer or User).The owner status can be requested by an existing owner and is granted by Voucherify support.
Your organization account can have multiple members with the owner status. It’s recommended to grant the owner status to several members so that there’s always someone with access to Team settings.
Members are people invited to work in the Voucherify dashboard.After accepting the invitation:
  • The member receives an email with a link to set a password and log in.
  • The member gains access only to the assigned projects.
Projects are separate workspaces within Voucherify that contain campaigns, customers, and related data. Each project has its own API keys, as well as separate member access and permissions.Access is managed per project, which means:
  • A member can have access to selected projects only.
  • A member’s role can differ between projects.
Roles define what actions a member can perform, such as viewing data, creating campaigns, or managing settings.Custom roles are defined at the organization level, while members are assigned roles within projects.

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Invite a new team member

PrerequisiteOnly an account owner can invite new members.
Follow the steps below to invite a new member to your Voucherify organization.
1

Open Team settings

Select your username in the bottom-left corner and go to Team settings.
2

Start the invitation

Open the Team tab and click Invite member.
3

Provide member details

Enter the member’s email address, first name, and last name.
4

Assign projects and roles

Select at least one project and assign a Role within that project (required to send the invitation).
5

Send the invitation

Confirm with Invite member. The member receives an email to activate their account.
After activation, the member appears in the team list. You can later update their roles or project access.

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User roles

Voucherify has two types of roles:
  • Predefined roles
  • Custom roles (enterprise feature)

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Built-in roles

Voucherify includes the following predefined roles:
  • Admin: Full access to data and Project settings within assigned projects. An admin cannot access Team settings.
  • User: Can create, edit, and export data in assigned projects but cannot manage Project settings or Team settings.
  • Viewer: Can view and export data but cannot make changes.
  • Restricted user: Can work only within assigned areas or stores (enterprise feature), defined by an Admin or owner.
  • Merchant: Has limited dashboard access focused on operations. A merchant can validate and redeem single incentives (not stacked incentives) and view related data, but cannot create or modify resources or manage settings.

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Custom roles (enterprise feature)

With an Enterprise plan, Admins can create custom roles with specific permissions. To create a custom role:
  1. Go to Team settings > Roles.
  2. Duplicate an existing role.
  3. Enable or disable selected permissions.
  4. Save the role.
You can then assign the custom role to members within selected projects.

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Manage member access

PrerequisiteOnly an account owner can manage members.
You can manage a member by going to Team settings > Team and opening the three-dot ⋮ menu to Edit the member. You can:
  • Assign a new project to the member
  • Change the member’s role in a project
  • Remove the member from a project
  • Update member details
To delete the member, go to the three-dot menu next to the member.

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Merchants: Access for partners and affiliates

If partners do not need full dashboard access, you can provide API-based access with limited permissions. Merchants:
  • Can access the dashboard with limited permissions
  • Can validate and redeem single incentives
  • Cannot use stackable redemptions
  • Use dedicated API keys assigned to them
To create merchant API access:
  1. Go to Project settings > General > Application keys.
  2. Create a new API key.
  3. Assign the Merchant role.
  4. Share the key securely with the partner.
Learn more about features that are tied to managing members and roles.
Manage application keys, client-side permissions, and security options that affect member access.Read the Project settings page to learn more.
Use areas and stores to limit access for restricted users and manage teams by location.Read more about areas and stores:
Manage members, roles, and project assignments using the Management API.
Go to the Audit log to review activity and changes made in the dashboard for security and compliance.
Last modified on May 15, 2026