Configuration

Configuration is the administrative layer of the Owner App. It covers the platform-level settings that apply across all modules — company identity, user access, communication channels, loyalty program parameters, and integrations.

These settings are prerequisites for all other modules to work correctly. Before launching any campaign, the relevant configuration areas must be in place.

Configuration areas at a glance

Area	What it controls	Owner App path
Company	Company identity, currencies, countries, languages, and branding	Configuration → Company
Users & Roles	Who can access Owner, what they can do, and standard role comparison	Configuration → Users
Security, SSO, and MFA	Login policy, SSO, MFA, idle timeout, inactive-user blocking	Configuration → Security / Company security settings
SSO Configuration	SAML 2.0 setup: models, IdP metadata, Azure Attributes & Claims, testing, hardening	Configuration → Company → SSO
Channels	Email, SMS, and push notification setup for campaign delivery	Configuration → Company → Channels
Consent and Privacy	Customer consent, profiling consent, data masking, GDPR settings, and inactivity lifecycle (inactivate / anonymize)	Configuration → Consents & Privacy / Customer profile
Data Collection	How operational data enters Loyal Guru through APIs, files, and connectors	Configuration / Technical onboarding
Loyalty Settings	Cashback thresholds, currency conversion rates, accrual mode, control groups	Configuration → Loyalty
Tiers	Loyalty tier definitions (Gold, Silver, Bronze)	Customers → Tiers

Who needs to configure what

Role	Priority configuration areas
Technical onboarding	Company → currencies and countries; Loyalty → accrual mode and score exchange; Channels
Loyalty manager	Loyalty Settings → cashback thresholds and conversions; Tiers
Admin / IT	Users & Roles; Security, SSO, and MFA; SSO Configuration; Data Collection
Marketing	Channels; Consent and Privacy; Control Groups