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What are Workspace Settings?
Noah Reid avatar
Written by Noah Reid
Updated over a week ago

As a Workspace Admin, you can edit preferences found under Workspace > Settings:

  • Profile: Configure the Workspace name, Default Message and the Bulletin Board.

  • Branding: Set up the branding for both the gifts you send and the platform itself.

  • Gift Reason: Create a list that aligns with the Workspace drivers (e.g. values, goals). You can require that Workspace Members select a Reason when sending a gift. Reasons are tracked and insights can be found in your Workspace Reports.

  • Internal Notes: These selected notes are not visible to recipients, but attached to each gift sent to help you track in reporting (e.g. business unit, employee #, cost centre, etc).

  • Pre-loaded Recipients: Upload a list of people who will likely receive gifts from Workspace Members. Their name and contact details will auto-populate on the delivery page, saving the gift sender some time.

  • Restrictions: Set workspace-wide restrictions on gift sending and claiming (e.g. gifts can only be sent to @yourcompany.com).

  • Merchants: Dictate which merchants can gift cards be redeemed at.

  • Notifications: When enabled, Workspace Admins and Members will receive an email to keep them in the loop about their account balances, gifts sent, nominations, etc.


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