Log in as an ambassador

2 min

The Ambassador Portal on Roster provides a comprehensive view for ambassadors to manage their activities, track progress, and access rewards. This guide will help you navigate the portal effectively and understand its key features.

Step-by-step instructions

Log in as an ambassador

To access the Ambassador Portal:

Confirm you have team admin access. If you do not:

Contact the head of your Roster account or a Customer Success Manager (CSM) to update your access.

Search for the ambassador’s name in the contact list.

Click on the ambassador’s name to open their contact drawer.

Click the three-dot menu ("snowman stack") in the top right corner.

Select Log in as contact to enter their portal.

Note: The portal opens in a mobile view by default.

Navigate the portal interface

Once inside the Ambassador Portal:

Home:

Check the ambassador’s profile completion percentage (e.g., social connections, shipping details).

View milestone progress, claim prizes, and review point history.

Referrals:

Copy the primary referral link or shareable code.

Set up shareable codes for Shopify, if applicable.

View referral stats and graphs by selecting See All and adjusting date ranges.

Campaigns:

Browse available, scheduled, or completed campaigns.

Join campaigns by clicking Join Now or indicate non-interest.

Actions:

Review available actions and track completed ones.

Rewards:

View pending, awarded, and redeemed rewards, including discount codes or products.

Access additional settings and features

Use the top right menu options for more functionalities:

Account settings:

Update payment information, email notifications, and privacy settings.

Access support resources.

Community feed:

Post updates, filter by activity or channels, and engage with the community.

Edit profile:

Update profile details anytime using the pencil icon.

Need help?

Don’t hesitate to reach out to [email protected] if you have questions or need additional assistance navigating the Ambassador Portal.