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User Management 101

Updated over 3 weeks ago

User Management is an important part of any software, but especially when dealing with incentives. You want to make sure all your employees have the opportunity to receive the incentives a company offers! Our goal here at Applause is to help you be able to manage your new employees easily.

There are three main pieces to user management within Applause.

Every CRM integration is a little different. Most of the integrations with Applause does have the feature to auto-create users. If so, it is best to rely on that to set-up users, as it will automatically add their correct integration ID, which allows their messages to be sent out automatically.

There are a few integrations that don't support Auto-Creation Users:

  • Service AutoPilot (old) new one available, reach out to your Applause contact if you would like to move to new integration.

  • Jobber (old) - new one available, reach out to your Applause contact if you would like to move to new integration.

  • Service Titan (old) - new one available, reach out to your Applause contact if you would like to move to new integration.

  • Zenmaid

  • Voice for Pest/Lawn

  • Skimmer

  • OptimoRoute

  • Clean Me Next

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