Welcome to our article on the Member Access and Rights Builder! This helpful tool is designed to assist you in managing your member access and rights. Please note that in order to access it, you will need to be an Admin.
What is it?
The Member Access and Rights Builder is a tool designed to grant Admins the ability to configure custom access to features using conditional logic based on employee data. Through this feature team admins can select specific criteria such as employee position, department, location, to trigger access and rights that the Guusto system will apply automatically to members of their team.
Why should you use it?
Personalized Customization and Flexibility: Our Member Access and Rights Builder is designed to give you complete control over tailoring access and rights to fit your organization's specific needs. With this tool, you can easily align access and rights with your program design and business objectives by setting your own criteria!
Effortless Maintenance of Employee Budgets: Say goodbye to manual access and rights maintenance for your team Admins! Our Member Access and Rights Builder automatically applies the access and rights you define.
How does it work?
The Member Access and Rights Builder is nested within Teams > Admin > Manage Members > Manage Rights. Budget rules are created using IF/THEN statement logic, where you can specify a condition (IF) and then define the outcome (THEN) that should occur when that condition is met.
For example, you may set a condition such as IF department is equal to “Marketing” THEN Manage Gifting is ON
If Statements (Used to define the employee group receiving/not receiving access and rights)
Criteria selection: You can include any employee data attribute they have saved on their team in their if statement. Individual values can also be selected.
Operators: You can apply 3 different operators to their if statements.
IS - This operator is used to check if selected data values match a specific condition. For example, if you have a field named "Position" in the team member table and you want to give Manage Gifting access to all team members where the Position is "Human Resources", you would use the "IS" operator to specify that condition.
IS NOT - This operator is used to check if selected data values do not match a specific condition. For example, if you have a field named "Employment type" in the team member table and you want to give Can Receive Shoutouts to all team members where the Employment type is not "Internship", you would use the "IS NOT" operator to specify that condition.
ANY VALUE - The "ANY VALUE" operator is used to check if a team member has any value saved for a particular attribute. This operator is useful when you want to include all team members in a rule regardless of what their individual value is for the selected attribute. For example, if you wanted all employees to be Active, you could use the position attribute with the ANY VALUE operator to include all employees with a position.
Adding multiple conditions and rights: Multiple conditions and rights can be applied to the same rule using the + Add Condition Button. When multiple conditions are included in the same rule, employees must meet all conditions in the rule in order to have the then statement applied.
Then Statements (Criteria available for Access and Rights)
Criteria selection: The following is available to be used for Then statements.
Manage Funds
Manage Members
Manage Shoutouts
Public Gifts
Public Shoutouts
Can Make Shoutouts
Can Receive Shoutouts
Settings
Running, Saving and Editing Rules:
Once you've made your selection and are ready to activate it, click on the Run Now button on the top right of the screen.
You can save and edit multiple rules.
FAQ
What plan does this feature belong to?
Who can access this feature?
Admins only!