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Users and Balances

The Users tab lists every customer in your points program with their current balance. Open a customer to see their history and adjust points by hand.

Go to DevDiggers Plugins → LoyaltyX, then open the Users tab.

The LoyaltyX Users tab listing customers with their points balances

Each row is one customer. The columns show:

  • Name and Email identify the customer.
  • Earned Points is the total points they hold.
  • Points to Redeem is the balance available to spend now.
  • Level is the customer’s loyalty tier, when tiers are set up in Pro.
  • Rank is their position among your members.

Use the View action on a row to open that customer. From there you can see their transaction history and make a manual adjustment, such as adding a goodwill bonus or correcting a balance. A manual adjustment is recorded in the log with the note you enter.

The customer detail page with points summary, level and history

Use Delete to remove a customer from the program. Select one or more rows and apply the bulk Delete action to remove several at once.