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Users accounts

Learn how to read and utilize the User Accounts page for user reports and take advantage of the data!

View, filter, and manage the users currently active in your Bonusly account. The User Accounts page is your central hub for day-to-day user management.

Best for: Admins, Permissions required: Global admin


Where to find it

Admin tools > Users > User Accounts — or go directly to bonus.ly/company/users


What you can do from this page

Action

How

Full guide

Add users

Click Add user

Edit a user

Open the row's actions menu and click Edit

Deactivate a user

Open the row's actions menu and click Deactivate

Filter the list

Click Show filters to narrow by email, name, manager email, admin or user role, or custom user properties

See below

Export to CSV

Open More actions and click Export to CSV to download users matching the current filters

See below

Adjust earnings balance

Click a user's points value to open their balance sheet

See below


Filtering the user list

  1. By default, the filter section is collapsed. Click "Show filters" to view the filters.

  2. Enter or select your criteria — you can filter by email, name, manager email, admin or user role, and custom user properties.

  3. Click Filter to apply your criteria. Click Hide filters to collapse the section.


Exporting user data

  1. Open More actions and click Export to CSV.

  2. Bonusly prepares a CSV download of users matching the current filters.

Note: Bonusly formats some exported values so the CSV is safe to open in Excel or Google Sheets. Values starting with =, +, -, or @ are exported as plain text to prevent formula injection.


Editing a user

  1. Find the user in the list (use filters if needed).

  2. Click Edit on the right side of that user's row. A modal opens with two tabs: General and Permissions.

  3. On the General tab, update name, email, department, role, or avatar.

  4. On the Permissions tab, manage admin permissions, user mode, and allowance boosts.

  5. Click Save to apply changes.

If you use an HRIS integration: User information like name, email, and department syncs from your HRIS and cannot be edited on this page. Make those changes in your HRIS system and they flow into Bonusly automatically. You can still edit user mode, admin permissions, and allowance boosts directly in Bonusly.

Learn More


Creating an earnings balance adjustment

Balance adjustments let admins add or remove points directly from a user's earnings balance.

  1. On the User Accounts page, click the points value displayed next to the user you want to adjust. The user's balance sheet opens.

  2. Click Create Balance Adjustment.

  3. Enter a positive number to add points or a negative number to remove points.

  4. Click Save.

  5. The updated balance appears immediately on the balance sheet.


Questions? Send us a note to [email protected]; we'd be happy to help!

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