Choose the password you will sign in with. If the office opened your login with a temporary one, nothing else opens until this is done.
Everyone still without a login. Invite sends a link to a WSI email address; Create login is for username staff (drivers, warehouse, merchandisers) and shows a temporary password once — read it to them, it expires in 72 hours and they must change it on first sign-in.
For someone who lost or never saw their password. A username login gets a new temporary password here (their old one stops working); an email login gets a reset email.
Every rewards and distributor account. Open login emails the customer a link to set their own password on the rewards page; Send password link sends that link again. An account with a mobile number on it can also sign in with a text code, no login needed, once texting is back.
Once you have approved a customer, open their account here. It appears in the list with Open login, which emails them the link to set a password. Nobody can create an account on their own.
Customers waiting for the office. Each store they claim is either matched to a record already, or you match it here by typing the store's name. Tick the stores that are theirs, then Approve: the stores link and their points open on the rewards page. Reject closes the account; nothing is deleted.
Pairs of records the migration kept together: one owner's stores sharing a points balance and prices, or the same store appearing on both lists. Keep together confirms it. Separate means the second store stops sharing the first one's points, access and prices. The rewards switch-over waits until every pair here is decided.