Workspace Administration
You can find information on how to use the Admin functionalities of Guusto here!
By Sam and 2 others3 authors73 articles
Commonly Used Files in Guusto
TV Display for the Dashboard
Budget Allocation Condition Builder
Workspace Access: Managing Employee Access in Guusto
How do I create custom rewards?
How do I set up swag with Guusto?
How do Workspace Notification Settings work?
How do I set up Automated Awards?
How do I restrict which merchants are available to my Workspace Members?
How do I mandate the 'Claim by' period for gifts sent by Workspace Members?
How do I upload a list of Pre-loaded Recipients for my Workspace?
How do Workspace Recipient Restrictions work?
How can I set a default image for sending gifts or shoutouts?
What are Workspace Settings?
Dashboard Settings
Receipts/Invoices
Admins: What is the difference between Member Balance and Workspace Balance?
How do I transfer funds to/from Workspace Members?
How do I fund my Workspace?
How do I set up Cost Centres?
How do I transfer funds between my Workspaces?
How do I check my Workspace Balance?
How do I provide a budget to Workspace Members for sending gifts?
How do I give Workspace Members access to spend Workspace Funds?
How much spending budget should I provide Workspace Members?
How to remind Workspace Members to use their available Account Funds
How do I set up recurring fund transfers for my Workspace members?
What should I do if my ZIP/Postal Code fails verification?
Managing Shoutouts as an Admin
How do I update the "List of Reasons" for Shoutouts?
Where can I see all my Workspace's Shoutouts?
How do I navigate & filter the Shoutouts Leaderboard?
How Do I See Which Shoutout Reasons Are Used Most—and Least?
How do I require Shoutouts to be approved?
Where can I see all Shoutouts made by my Workspace Members?
How do I make a Shoutouts draw?
How do I get employees to engage with Shoutouts?
How-to guide to setting up Shoutouts
All about Taxable Benefits with Guusto
Which Reports does Guusto offer for Workspaces?
How to export a Workspace Taxable Benefits report
How to export a Workspace Order History report
How to export a Workspace Expenses Report
How to export a Workspace's Overview Report
How do I view Gift Reasons Report for my Workspace?
Manager Insights
Custom Reports
How do I add and update custom Workspace Member data fields?
How do I load a list of Recipient Notes for my Workspace Members?
How do Member Public Settings work?
How do I add users to my Workspace?
How do I update & maintain a large list of Workspace Members?
How do I filter Manage Members?
How do the settings on the Manage Members page work?
How to Set Admin Notes for a Workspace Member?
How do I set Workspace Member Rights?
How can I deactivate a Workspace Member?
How do I set a gift value that requires Admin approval?
Formatting the Workspace Member Upload .csv
Member Access and Rights Builder