Admin Guide

You can find information on how to use the Admin functionalities of Guusto here!

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60 articles in this collection
Written by Skai Dalziel, Joe Facciolo, Emma W. and 4 others

Teams Setup

How do I load a "Gift Reasons List" for Team Members?

Written by Skai Dalziel
Updated over a week ago

How do I create a Team?

Written by Skai Dalziel
Updated over a week ago

How do I roll out Teams for Gifting?

Empower your managers with budgets to send instant gifts

Written by Skai Dalziel
Updated over a week ago

How do I delete a Team?

Written by Emma W.
Updated over a week ago

Who should I load as Team Members?

Written by Skai Dalziel
Updated over a week ago

How many Teams should I set up?

Written by Skai Dalziel
Updated over a week ago

What should I send Team Members before adding them to a Team?

Employee training documents and sample emails

Written by Skai Dalziel
Updated over a week ago

Manage Funds & Billing

Receipts/Invoices

Accounting Information

Written by Luc Guetre
Updated over a week ago

Admins: What is the difference between Member Balance and Team Balance?

Different balances you'll see on your account

Written by Emma W.
Updated over a week ago

How do I transfer funds to/from Team Members?

Written by Skai Dalziel
Updated over a week ago

How do I fund my Team Account?

Adding funds for your Team Account

Written by Emma W.
Updated over a week ago

How do I set up Cost Centers?

Assigning bulk budgets

Written by Deborah Komkov
Updated over a week ago

How do I transfer funds between my Team accounts?

Written by Skai Dalziel
Updated over a week ago

How do I check my Team Balance?

Written by Skai Dalziel
Updated over a week ago

How do I provide a budget to Team Members for sending gifts?

Written by Skai Dalziel
Updated over a week ago

How do I give Team Members Access to spend Team Funds?

Written by Skai Dalziel
Updated over a week ago

How much spending budget should I provide Team Members?

Written by Skai Dalziel
Updated over a week ago

How do I remind Team Members to use their account funds?

Making sure team funds are being used

Written by Emma W.
Updated over a week ago

How do I set up recurring fund transfers for my Team members?

Written by Emma W.
Updated over a week ago

Shoutouts

Shoutouts for Admins

Admin options for Shoutouts

Written by Noah Reid
Updated over a week ago

How do I update the "List of Reasons" for Shoutouts?

Written by Skai Dalziel
Updated over a week ago

How do I white-label Shoutouts or hide the Shoutouts Leaderboard?

Written by Emma W.
Updated over a week ago

Where can I see all my Team's Shoutouts?

Seeing recognition in real time

Written by Emma W.
Updated over a week ago

How do I navigate & filter the Shoutouts Leaderboard?

Navigating the Nomination Leaderboard

Written by Emma W.
Updated over a week ago

How can I tell which Nomination Reasons are the used the most/least?

Written by Emma W.
Updated over a week ago

How do I require Shoutouts to be approved?

Written by Skai Dalziel
Updated over a week ago

Where can I see all Nominations made by my Team Members?

Written by Skai Dalziel
Updated over a week ago

How do I make a Shoutouts draw?

Written by Emma W.
Updated over a week ago

Manage Members

How do I add and update custom Team Member data fields?

Custom fields describe gender, location, and whatever else you would like to track!

Written by Deborah Komkov
Updated over a week ago

How do I load a list of Recipient Notes for my Team Members?

Written by Skai Dalziel
Updated over a week ago

How do Member Public Settings work?

Written by Skai Dalziel
Updated over a week ago

How do I add Team Members to my Team?

Written by Skai Dalziel
Updated over a week ago

How do I update / maintain a large list of Team Members?

Written by Skai Dalziel
Updated over a week ago

How do I upload a list of Team Members?

Written by Emma W.
Updated over a week ago

How do I filter Manage Members?

Make managing your Team Members easier

Written by Emma W.
Updated over a week ago

How do the settings on the Manage Members page work?

Written by Zsofia Slamani
Updated over a week ago

How to Set Admin Notes for a Team Member?

Setting notes so that you can keep track of the details

Written by Emma W.
Updated over a week ago

How can I delete or deactivate a Team Member?

Written by Skai Dalziel
Updated over a week ago

How do I set a gift value that requires Admin approval?

Written by Emma W.
Updated over a week ago

Reports

All about Taxable Benefits with Guusto

How to pull the report for your team and more

Written by Deborah Komkov
Updated over a week ago

What reports does Guusto offer for Teams?

Written by Skai Dalziel
Updated over a week ago

How do I view Reports for all Teams?

Written by Skai Dalziel
Updated over a week ago

Resources & Templates

How to use Guusto for Employee Recognition

Tips and pointers on using Guusto for Employee Recognition

Written by Emma W.
Updated over a week ago

Branding Guide

How do I brand the platform and emails for my Team Members?

Team Account Branding

Written by Emma W.
Updated over a week ago

How do I brand my platform and emails?

Personal Account Branding

Written by Emma W.
Updated over a week ago

Settings

How do I create custom rewards?

Create custom rewards for anything under the sun!

Written by Deborah Komkov
Updated over a week ago

How do Team Notification Settings work?

Written by Skai Dalziel
Updated over a week ago

How do I restrict which merchants are available to my Team Members?

Limiting the merchant selection for Team Members

Written by Emma W.
Updated over a week ago

How do I mandate the 'Claim by' period for gifts sent by team members?

Written by Emma W.
Updated over a week ago

How do I upload a list of Pre-loaded Recipients for my Team Account?

Adding a list of recipients to make gifting easier

Written by Emma W.
Updated over a week ago

How do Team Recipient Restrictions work?

Written by Skai Dalziel
Updated over a week ago

How can I set a default image for sending gifts or shoutouts?

Written by Skai Dalziel
Updated over a week ago

What are Team Settings?

Written by Emma W.
Updated over a week ago

FAQ

Whitelist Domains and Email Subjects Lines

Making sure you have access to our platform

Written by Noah Reid
Updated over a week ago

What is the difference between Free and Premium Accounts?

Written by Emma W.
Updated over a week ago

What if my employee doesn't have access to a computer or mobile phone?

Rewarding employees without access to tech

Written by Emma W.
Updated over a week ago

What are Teams?

Written by Joe Facciolo
Updated over a week ago

How to use Guusto for a Milestones/Anniversary program

Using Guusto to recognize your employees

Written by Emma W.
Updated over a week ago

How can I measure the effectiveness of Guusto?

Written by Skai Dalziel
Updated over a week ago

What off-boarding information should I provide to employees leaving the company?

Written by Skai Dalziel
Updated over a week ago