The four user modes:
Bonusly has four user modes to control who can give and receive bonuses:
Normal users can give and receive microbonuses. This is the default user mode. Every user starts out as a 'normal' user.
Benefactors can give microbonuses, but cannot receive microbonuses. Members of upper management who would like to give bonuses, but don't wish to receive bonuses, are the most common use case for the 'benefactor' role.
(Because other users cannot give bonuses to benefactors, they will not appear in the drop-down menu of the 'to:' field.)
Observers can view activity, but can neither give nor receive microbonuses. Owners and executive leadership who may want to view bonus activity, but not participate directly in bonus giving or receiving, are the most common use case for the 'observer' user mode.
(Because other users cannot give bonuses to observers, they will not appear in the drop-down menu of the 'to:' field.)
Receivers can receive microbonuses, but not give microbonuses. If there are certain users that you don't want to be able to give bonuses, but you do want them to be able to receive bonuses, then you'll want to set them to 'receiver' mode.
Changing someone's user mode:
To change someone's user mode, simply head to the 'User Management' page and click the pencil icon to the right of their name.
A dialogue will appear allowing you to choose one of the four user modes Bonusly supports. Choose a mode for the user in question and then click save:
(Tip: Don't forget to click the 'Save' button when you're done!)