By Skai and 5 others6 authors71 articles
How do I load a "Gift Reasons List" for Team Members?
Special Characters in File Uploads
How do I create a Team?
How do I roll out Teams for Gifting?
How do I delete a Team?
Who should I load as Team Members?
How many Teams should I set up?
How do I brand my platform and emails?
How-to guide on setting up a Team account
What should I send Team Members before adding them to a Team?
Admins: What is the difference between Member Balance and Team Balance?
How do I transfer funds to/from Team Members?
How do I fund my Team Account?
How do I set up Cost Centres?
How do I transfer funds between my Team accounts?
How do I check my Team Balance?
How do I provide a budget to Team Members for sending gifts?
How do I give Team Members Access to spend Team Funds?
How much spending budget should I provide Team Members?
How do I remind Team Members to use their account funds?
How do I set up recurring fund transfers for my Team 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?
How do I white-label Shoutouts or hide the Shoutouts Leaderboard?
Where can I see all my Team's Shoutouts?
How do I navigate & filter the Shoutouts Leaderboard?
How can I tell which Nomination Reasons are the used the most/least?
How do I require Shoutouts to be approved?
Where can I see all Shoutouts made by my Team Members?
How do I make a Shoutouts draw?
How do I get employees to engage with Shoutouts?
How-to guide to setting up Shoutouts
How do I add and update custom Team Member data fields?
How do I load a list of Recipient Notes for my Team Members?
How do Member Public Settings work?
How do I add Team Members to my Team?
How do I update & maintain a large list of Team Members?
How do I upload a list of Team Members?
How do I filter Manage Members?
How do the settings on the Manage Members page work?
How to Set Admin Notes for a Team Member?
How do I set Team Member Rights?
How can I delete or deactivate a Team Member?
How do I set a gift value that requires Admin approval?
How do I create custom rewards?
How do I set up swag with Guusto?
How do Team Notification Settings work?
How do I set up Automated Awards?
How do I restrict which merchants are available to my Team Members?
How do I mandate the 'Claim by' period for gifts sent by team members?
How do I upload a list of Pre-loaded Recipients for my Team Account?
How do Team Recipient Restrictions work?
How can I set a default image for sending gifts or shoutouts?
What are Team Settings?