Bonusly offers two primary user management options: manual user management, or integration with an HRIS system (Zenefits, BambooHR, etc). Manual user management can happen individually as well as in bulk via a spreadsheet that is uploaded to the platform.
In this article, you will learn how to add / invite a single user at a time. You will need to be a company admin in order to add users. If you are interested in learning about how to manually add many users at one time, check out our "Adding multiple users" article.
Adding a single user:
To start, click the 'add user' button at the top-left of the page 'User Manage' page:
A dialogue will appear, allowing you to enter the new user's information.
(Tip: 'Department' [ex: Marketing] and 'Location' [ex: Chicago] are optional but encouraged. The more information you put in, the more you'll get out of the program.)
When you’ve finished entering the information, click the ‘Save’ button at the bottom of the modal. Once you click the 'save' button, they will immediately receive an email invitation to join your account.
Direct your new user to check their inbox for their invitation. Once they complete the sign up process, they'll be able to access your organization's Bonusly account! 🎉
Have more questions? Reach us at email@example.com