Workspace Administration
You can find information on how to use the Admin functionalities of Guusto here!
Commonly Used Files in Guusto
TV Display for the Dashboard
Budget Allocation Condition Builder
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?
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 do I remind Workspace Members to use their account funds?
How do I set up recurring fund transfers for my Workspace members?
What do I do if my zip/postal code fails verification?
Shoutouts for Admins
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 can I tell which Shoutouts Reasons are the used the most/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