This article is best for:
- Admins 🎉
- Pro Accounts 💼
In this article:
Admin Permissions
There are four options for admin permissions in Bonusly: Global, Finance, Rewards, and Tech. You can learn more about each type of permission below, and what access is available for each set of permissions.
Note: Admin Permissions are available with the Bonusly Pro subscription. To upgrade your account to Pro, visit the Billing Settings page. Once you've upgraded, you'll be ready to set up your own Admin Permissions!
Types of Admin Permissions
Global: Admins with global status can access all admin options within Bonusly.
Global only admin tabs/actions:
Company > Appearance: Manage company appearance.
Company > Recognition Settings: Manage company settings.
Company > Billing Settings > "Your Subscription": Edit or cancel your Bonusly subscription.
Company > Billing Activity > Interact with all invoiced activities.
Users > Manage: Management of users, including adding/removing/editing.
Bonuses > Awards: Management of all Awards; Manual, Automatic, and Claimable.
Bonuses > Reported: Manage reported bonuses.
Finance: Admins with Finance permissions can access the billing page, reward spend, and points earned. *Finance admins are unable to change the subscription information or cancel the account.
Available admin tabs/actions:
Company > Billing Settings > "Your Subscription": Review subscription information.
Company > Billing Settings > "Payment Settings": Add/manage payment on file, edit Pre-pay
Company > Billing Activity > "Payment and Activity History": Viewing your Payment History & downloading invoices.
Users > Earnings: View users earnings reports, establish total potential reward spend.
Bonuses > Spend: View your historical average redemptions rate and spend.
Rewards > Totals: View & download redemption totals.
Rewards: Admins with Rewards permissions can create and approve custom rewards.
Available admin tabs/actions:
Rewards > Manage > "Pending": Fulfill & manage custom rewards.
Rewards > Manage > "Approved": View rewards redemption history, download Redemption report.
Rewards > Manage > "Refunded": View refunded rewards history.
Rewards > Manage > "Declined": View declined rewards history.
Rewards > Catalog > "Custom": Create & manage custom rewards.
Rewards > Catalog > : Review & manage all catalog options, with the option to filter between "All Rewards", "Donations", "Gift Cards", and "Cash Out"
Tech: Admins with Tech permissions can install and uninstall integrations, create and revoke API keys.
Available admin tabs/actions:
Integrations: Connect / edit / remove communication and HRIS integrations.
Integrations > "Whenever, wherever" > Launch Kiosk Mode: Enable/disable kiosk mode.
Integrations > "If you want to code" > "Bonusly API": Create and revoke API keys.
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