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.
Dashboard: Customize your Dashboard by creating/enabling a Bulletin Board and being able to toggle visual elements on your Dashboard. The TV display feature is also toggled here.
Advance Reporting: Enable up to 10 Additional Data Fields to add to members/employees - these will reflect in your reports.
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. A minimum dollar value can also be added within each reason.
Automated Awards: You can set automated awards based on Work and/or Birthday anniversaries. Gifts and Shoutouts are both available to be set here.
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.
Integrations: You can connect your Dayforce, HRIS and Microsoft Teams integrations via this section.
Restrictions: Set workspace-wide restrictions on gift sending and claiming (e.g. gifts can only be sent to @yourcompany.com).
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.
Shoutouts: Dictate preferences, set restrictions, enabled Bulk Shoutouts and, create new Shoutouts reasons here.