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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.

Team settings control your whole Voucherify account. Only a member with the account owner status can access and manage Team settings. Open the profile menu in the bottom-left corner of the dashboard and click Team settings.

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Subscription

In the Subscription tab, you can manage your plan, billing details, and check usage:
  • Create, update, or cancel a subscription with Create subscription.
  • Update your payment method.
  • Edit billing details in the Billing details section.
  • Review usage and limits.
Your billing cycle starts on the day you confirm your subscription. Usage limits reset at the start of each cycle. If you exceed your usage limits, API access is blocked until the next cycle starts or you upgrade your plan. Team settings show usage across projects (API, messages, and integration webhooks). Click the down arrow to select a project and view its usage. Set notifications for usage (API, messages, and integration webhooks) to define:
  • Threshold that triggers a notification (percentage of your limit).
  • Notification channel (email or in-app notification in the dashboard).
  • Recipients.
Go to the following pages:

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Invoices

Invoices lists all your invoices and their details. Download the invoices you need. Voucherify issues invoices based on your subscription (monthly or annual).

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Team

In the Team tab, you can manage account users:
  • Use filters to find team members.
  • Invite a new member with Invite member.
  • Edit or delete a user using the three-dots ⋮ (Actions) menu.
When you invite a user, select projects they can access and assign a role for each project.

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Security

In the Security tab, you can enforce account-level security rules and check if all users are enrolled. You can enforce two-factor authentication (2FA) for your team. Voucherify supports:
  • SMS codes
  • Google Authenticator
  • Backup codes
You can also enable SAML authentication.
Read Account security to learn more about protecting Voucherify accounts in your organization.

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Projects

In the Projects tab, you can manage all projects in your account. To modify project configuration, go to Project settings of a given project. Switch between projects using the actions menu to start working in another project. Delete a project using the actions menu. You must be in a different project to delete it; otherwise, the option is disabled.
Data is not shared between projects. Each project has separate customers, campaigns, and configuration.

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Create a project

You can add as many projects as your subscription limit allows. The Sandbox project is not counted towards the project limit.
Create a new project with Create project.
1

Configure project details

When you create a project, define the following fields in the Details section:
  • Name: Provide a unique name for your project.
  • Description: Add an optional summary of the project’s purpose.
  • Region: Select Europe, United States, or Asia (Singapore).
You cannot change the Region once the project is created.
  • Time zone: Set the local time for campaign scheduling.
  • Currency: Choose the primary currency for your transactions.
  • Default international dialing prefix: Add an optional prefix for SMS distributions.
2

Set permanent settings

In the Permanent settings section, define the voucher code case sensitivity. This setting determines how the system validates codes.
  • Case sensitive: The system treats cOdE1 and CODE1 as different codes.
  • Case insensitive: The system treats cOdE1 and CODE1 as the same code.
You cannot change voucher code case sensitivity after you create the project.
3

Assign users

During project creation, assign Users to the project and define their specific roles. Roles determine the access levels and permissions for each team member.A project must have at least one member.Select from built-in roles:
  • Admin: Full access to projects and Project settings (cannot access Team settings)
  • User: Can read and change data in assigned projects
  • Viewer: Can read and export data, but cannot change it
  • Merchant: Can validate and redeem incentives
  • Restricted user: Required when using areas and stores (enterprise feature); access is limited to assigned areas or stores set in Project settings
You can also assign a custom role.
Once you complete these steps, the project is ready for further configuration.

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Roles

In the Roles tab, you can review role permissions for the built-in roles. You can also create and manage custom roles (enterprise feature).
Read Members and roles to learn more about built-in and custom roles.
In the Legal and compliance tab, you can review legal documents and add compliance contact details:
  • Review policies, subscription agreements, and data processing agreements.
  • Review and accept updates to policies.
  • Add your company details.
  • Add contact details:
    • EU representative
    • Data protection officer
    • Security contact person
  • Access compliance documents available in the dashboard.
Voucherify is a GDPR-compliant data processor. Read more in the Security and data protection article.

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Delete people data

In the Delete people data tab, you can permanently remove customer history for GDPR requests. Search for a customer using Customer ID, source ID, or email address, then delete and confirm.
Delete customer and delete people dataDeleting a customer in the Customers list deletes their profile. However, customer data is not fully deleted from Voucherify databases.To completely delete customer data, you need to provide their customer ID assigned by Voucherify in the Delete people data tab. This way, you can locate the deleted customer profile and delete their data permanently.

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Management API

Management API is available for enterprise plans.
In the Management API tab, you can define and manage API keys that let you create and manage projects through the API. Create new to generate a new pair of management API ID and secret keys. You can limit the use to a specific IP address. Click the three-dot ⋮ menu to manage your key. You can review the management API usage in the Subscription tab. Team settings are related to the following settings and features in Voucherify.
Once you’ve created a new project in Team settings, go to Home > Project settings in the left-bar menu to configure project-level options. There, you can create and manage API keys, webhooks, currency, metadata and custom event schemas, and check usage.Read the Project settings page to learn more about configuring your project.
Only members with the admin role can view and configure project settings.
You can use the Delete customer permanently API endpoint to completely delete customer data.
Once you’ve generated Management API keys, you can manage your projects programmatically through the API.For example, you can create projects, invite members, assign roles, and configure other project details.Go to Management API to learn more.
Last modified on May 15, 2026