Setting up Job Titles, Groups, Departments, Locations, and Levels is a great way to organize your users, while also providing you the opportunity to send Kudos messages quickly to different groups of people.
To set up your lists of Job Titles, Groups, Departments, Locations, and/or Levels go to:
> User Admin
Then click on the tab for the list you wish to set up.
To add a job title to the Titles and Points (or Titles tab if you do not have points turned on), click the Add Job Title button at the bottom of the list, and Save every addition. If you're using points, ensure that you set the monthly point allocation with the job title here.
To add a group in the Groups tab: click on the Add Group button, enter the group name, set visibility to either Public or Admin and click Save.
Note: setting a Group to Public means that all users can see that Group when they click on the People tab. Setting a Group to Admin means that the group can only be viewed by administrators with access to User Admin settings, even if regular users are part of the group.
To add users to your new group you can add them individually, or as a CSV upload with the email addresses of all the users that you want included in that group. The emails you add to a group must already have been added to the system.
To add a department to the Departments tab, click the Add Department button at the bottom of the list, and click Save with every addition.
To add a location in the Locations tab, just click on the Add Location button, and click Save after each addition.
Note: to add the details (such as an address and phone number) of the location you just added, click on the location name and enter in the appropriate information and click Save.
To add a department to the Levels tab, click the Add Level button at the bottom of the list, and click Save with every addition.
Departments, Locations, and Levels will auto populate from your initial user CSV upload and can be adjusted in bulk through the bulk upload feature.
We hope this helps! If you have any questions, please post a comment below and one of our friendly team members will be happy to assist you.