Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.withbenji.com/llms.txt

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

The Users page allows you to manage two types of users: Admin Users who access the Benji platform, and Members who have connected their loyalty program accounts to participate in your partnerships. Users

​
Admin Users

The Admin Users tab displays all users who have access to your Benji platform account. Each admin user is assigned a role that controls what they can access and action within Pilot. The following roles are available:
  • Admin: Full access to all features and settings in Pilot, including user management.
  • Campaign Manager: Can create, edit, and manage campaigns and partnerships.
  • Support: Read access to member data and transactions for troubleshooting purposes.
  • Developer: Access to developer tools including API keys, webhooks, and IP whitelisting.
  • Read Only: Can view all content in Pilot but cannot make any changes.
Invite New User Click the Invite New User button to send an invitation to a new administrator. They will receive an email with instructions to set up their account. Select a role for the user during the invitation flow. Admin User Actions
  • Resend Invite: Send a new invitation email to users with Invited status
  • Edit: Modify the user’s name
  • Delete: Remove the user from your account

​
Collaborators

Collaborators are external users who have been invited to access a specific partnership within your account. Unlike Admin Users who have account-wide access, collaborators are scoped to a single partnership and cannot view or action anything outside of it. Collaborators are invited from the partnership page. Each collaborator is assigned one of the following roles:
  • Owner: Full control over the partnership including managing other collaborators. There can only be one owner per campaign.
  • Admin: Can edit campaigns and manage partnership settings.
  • Campaign Manager: Can create and edit campaigns within the partnership.
  • Marketing: Read access to the partnership for visibility into campaign performance.
Collaborator Actions
  • Edit: Modify the collaborator’s name or role
  • Delete: Remove the collaborator’s access to the partnership

​
Members

The Members tab is available to Admin users and displays all loyalty program members who have connected their accounts through your partnerships. Member Actions
  • View: Open the detailed member profile showing transaction history and connection details
  • Unlink: Disconnect the member’s account from a specific partner (typically used for troubleshooting)
  • Block: Prevent the member from participating in campaigns

​
Member Profile

Clicking View on a member opens their detailed profile, which includes: Summary Metrics
  • Transactions: Total number of transactions
  • Points Earned: Total points earned across all partnerships
  • Points Redeemed: Total points redeemed across all partnerships
User Details Displays the member’s basic information including name, loyalty program member number, status, and email. Connections Shows all partnerships the member is connected to, including the partner name, connection date, and member ID for each partner. Transactions Tab View the member’s complete transaction history across all partnerships.