Workspace Administration
You can find information on how to use the Admin functionalities of Guusto here!
By Sam and 2 others3 authors74 articles
- 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?
- Dashboard 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 to remind Workspace Members to use their available Account Funds
- How do I set up recurring fund transfers for my Workspace members?
- What should I do if my ZIP/Postal Code fails verification?
- Managing Shoutouts as an Admin
- 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 Do I See Which Shoutout Reasons Are Used Most—and 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