Custom Allowances let specific users, like managers and team leaders, give out more points each month. This helps them recognize and reward more team members! In this article, we'll go over the steps on how to give an individual user, and multiple users, a Custom Allowance.
The Custom Allowance is different from the Default Giving Allowance. They don’t add up together. Each user will have either a Custom Allowance or the set Default Allowance each month.
How to Set up a Custom Allowance for an Individual User
You'll need to have Admin permissions to set up a Custom Allowance. If you have this permission, you'll navigate to the circle on the right-hand side of your screen and click "Go to Admin."
Once you are in Admin, navigate to the Users > Manage page.
Now that you are in the Users > Manage page, locate the user you would like to provide a Custom Allowance and select the box next to their name.
At the top of the page, you will see an orange bar with different actions you can take. We'll be selecting the pencil icon to give this user a Custom Allowance.
A pop-window will appear with the user's profile information. Scroll down towards the bottom until you see "Allowance Type."
From there, click into the dropdown and select "Custom."
A new field will appear below where you can set the Custom Allowance a user will be able to give away to their peers each month.
Click confirm and the changes will be saved!
How to Set up a Custom Allowance for Bulk Users
Following the steps above, you'll need to have Admin permissions to provide a Custom Allowance for users.
Navigate to the Users > Manage page and locate the users you'd like to provide a giving allowance. You can click on multiple users at one time to provide a bulk update for their Custom Allowance.
Once you've selected the users you'd like to provide a Custom Allowance, click on the pencil icon to make the bulk update for those users.
From there, select find "Allowance Type" in the pop-up window and click into the dropdown. Select Custom and enter the amount of points you'd like for those users to be able to give away each month through recognition!
Once that has been added, click "Confirm" - all users selected will now have the Custom Allowance you've set-up for them!
