🧼 TL;DR:
This guide walks you through everything from loading users to customizing your Home screen. Use it to launch with confidence.
👋 Welcome, Admin: What to Expect
As an admin, you have access to the tools that power your company’s communication, recognition, and structure. This guide will help you:
Set up users and teams
Launch Feeds, Spaces, and recognition tools
Customize the experience for your frontline teams
✅ Step 1: Add or Import Your Users
You can add users three ways:
Manually: Add one user at a time under Settings → Users
Bulk Upload: Use the Bulk Upload tab to import a CSV
HRIS Sync: If enabled, connect under the Integrations tab
🧠 Step 2: Set Up Auto-Grouping for Roles and Permissions
Auto-groups help assign the correct roles and permissions automatically—so users get the right access without manual work.
Go to Settings → User Management → Groups
Click Create New Group, then select Auto Grouping
Set your criteria (e.g. “Managers in East Region” → Assign Manager Role)
These groups streamline role assignment, access permissions, and visibility across the platform
👥 Step 3: Assign Admins for Feeds and Spaces
Feed and Space Admins can help moderate posts and manage conversations—but only within their assigned areas.
Go to the Feed or Space
Click the three dots (⋯) → Manage Admins
You can assign multiple admins
🏠 Step 4: Customize the Home Screen
Make the homepage reflect your company’s culture and priorities.
Go to Settings → Home Screen
Drag and drop modules like:
Text
Images
Videos
Calendar
Recognition Leaderboard
Quick Links
🧭 Also consider adding:
Core Values: Reinforce your mission with a text or image module that spotlights what your company stands for
Recognition Banners: Use image or carousel modules to spotlight top performers or themes
Calendar Dates: Highlight key events like holidays, training deadlines, or company meetings
You can also sync the desktop and mobile layout for a consistent experience.
💸 Step 5: Purchase Points Budgets (Optional)
You can assign giveable points to any user so they can send shoutouts with rewards.
Go to Settings → Purchase Points
Click Point Distribution
Click New Distribution
Add the point amount
Choose the type: One-Time or Recurring
Select individual employees or set criteria (e.g. by role, region, or location)
📣 Step 6: Launch Communication Channels
Start engaging your team by creating:
Feeds/Communities for company or department updates
Spaces for team chats, training groups, or shift swaps
Use pinned messages or a Home module to guide users on where to go
✅ Best Practices for a Smooth Rollout
Start with a small pilot group to test layout and flows
Use your Home screen to centralize key info for launch
Recognize people early to build momentum
📌 Tip: Make a reusable onboarding Space and rotate new hires in and out.
🆘 How to Get Help if You’re Stuck
Browse the Help Center for walkthroughs
Contact your account manager