Bonusly has four user modes to set parameters around who can give and receive bonuses. Adjusting someone's user mode can be a good way to manage how your organization uses Bonusly.
The four user modes:
Normal users can give and receive bonuses. This is the default user mode. Every user starts out as a 'normal' user.
Benefactors can give bonuses, but cannot receive bonuses. This might be useful for members of upper management who would like to give bonuses, but don't wish to receive bonuses.
(Note: Because other users cannot give bonuses to benefactors, they will not appear in the drop-down menu of the 'to:' field.)
Receivers can receive bonuses, but not give bonuses. If there are certain users who 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.
Observers can view activity, but can neither give nor receive bonuses. 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.
(Note: Because other users cannot give bonuses to observers, they will not appear in the drop-down menu of the 'to:' field.)
Changing someone's user mode
To change someone's user mode,head to the 'User Management' page and click the pencil icon to the right of their name.
A pop-up 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 at the bottom of the pop-up:
Don't forget to click the 'Save' button when you're done! The new user mode will take effect immediately. 🎉
Have more questions about user modes? Reach us at email@example.com.