User Guide

Use this when handing out one voucher at a time.

1. Open Dispense and pick the Dreamer + ∞ tier and duration.
2. Add name, department for who the voucher is issued to.
3. Press DISPENSE and copy the code from the Result panel.
4. If stock is low or empty, ask a supervisor to upload or generate more vouchers.

Search and inspect issuance and delivery activity.

1. Open Audit — it shows all issuance events for your organisation.
2. Use the search field to filter by recipient name, email, or issuer username.
3. Use the Action, Source, Delivery Status, Opened, and Product filters to narrow results.
4. Click a masked voucher code in any row to reveal the full code.
5. Adjust the page size or page through results using the pagination controls.

Import vouchers in bulk from files

1. Open Upload and choose the matching product.
2. Upload a PDF.
3. Review the Import Summary for duplicates, invalid rows, and skipped items.
4. Open Inventory to confirm current available counts.

Team leaders submit and review email lists before campaign launch.

1. Open Submissions and press Generate Invite Link.
2. Enter the department label, generate the one-time link, and share it with the team leader.
3. After they submit a PDF, filter by PENDING and open the submission.
4. Review the parsed email list, add optional notes, then Approve or Reject.
5. For approved submissions, use Create Campaign to launch directly from that list.

Validate recipients, reserve vouchers, and monitor delivery.

1. Open Campaigns and upload a recipient list, or create a campaign from an approved submission.
2. Run Validate, then choose product, subject, and send settings.
3. Launch reserve when required vouchers are available.
4. Track queued, sent, delivered, opened, failed metrics and pause or resume if needed.
5. When a campaign comes from Submissions, confirm the From label in Live Progress.

Issue 10 vouchers at once as a PDF tearaway sheet or by email from Dispense.

1. Open Dispense and scroll to the Print 10 or Email 10 Vouchers panel.
2. For Print 10: press Print 10, then download or print the generated PDF tearaway sheet.
3. For Email 10: enter recipient name, department, and email address, then press Send.
4. The 10 codes appear on screen after sending — use Copy All to capture them.

Create new vouchers via the controller or pull existing ones into inventory.

1. Open Sync and choose Generate or Sync.
2. For Generate: enter the count (1–1000) and press Generate.
3. For Sync: press Sync to pull existing controller vouchers into inventory.
4. Review the Import Summary for imported, duplicate, and skipped counts.
5. Open Inventory to confirm updated stock.

Create users, assign roles, reset passwords, and manage account status.

1. Open Users and use the Create User form to add a new account.
2. Enter display name, username, role, and a temporary password, then submit.
3. To change a role, use the inline role selector on the user list row.
4. To reset a password, press Reset Password and enter a new password — existing sessions are revoked.
5. To disable an account, press Disable on the user row. Re-enable the same way.
6. To reset 2FA for a locked-out user, find their card (accounts with 2FA show a 2FA badge), press Reset 2FA, and confirm.

Add a TOTP second factor to your account using an authenticator app.

1. Open the Security page from the sidebar.
2. Press Enable Two-Factor Authentication.
3. Scan the QR code with your authenticator app (Google Authenticator, Authy, 1Password, etc.). If you cannot scan, use the manual key shown below the QR code.
4. Enter the 6-digit code from your app and press Confirm.
5. Download or copy your one-time recovery codes and store them somewhere safe — they are shown only once.