This section of the Customer Portal is where you can search for members, view their details, and update any applicable settings.
To view the details of a specific member:
- Search for a member by Member ID or External ID
Member ID is the Olive-generated identifier for a member
External ID is the client-generated identifier that links to a member in Olive's system - (optional) Filter members by the number of active cards they have enrolled
- Click the Member ID of the desired member
Member Detail Page
The Member Detail Page includes information related to the specific member, like their enrollment date, contributions, cards, and transactions.
Member Details
- Member ID: The unique identifier for the member in Olive’s system
- Date: The date and time at which the member signed up for the program
- Terms & Conditions Accepted Date: The date and time at which the member accepted Olive’s terms
Rounding Settings: Adjust the slider or update the minimum or maximum round up values, then click Save Member to update their rounding settings.
- Min: The minimum amount that will be charged to the member’s card in every rounding period
- Max: The maximum amount that will be charged to the member’s card in every rounding period
Contributions & Rewards: Outlines the total amount of round ups and rewards the member has accumulated over a period of time. You can toggle between month, week, and day views and use the left and right arrows to see previous time periods.
Cards: Displays all of the member’s enrolled cards. Click a card ID to navigate to the Card Detail page.
Programs: Displays all of the programs that the member is enrolled in. Click on a program to navigate to the Program Detail page if you want to remove a member from the program.
Transactions: Displays all of the member’s tracked purchases. Use Purchase Date or other filters to find specific transactions.
Client Card Transactions: Displays all transactions related to a specific member, including purchases, round up charges, and reward disbursements. Use Created Date or other filters to find specific transactions.