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 users (top-left) | |
Edit a user | Click Edit next to the user's row | |
Deactivate a user | Click deactivate from the modal | |
Filter the list | Click Filter users to narrow by email, name, department, location, role, or admin permissions | See below |
Export to CSV | Click Export to CSV to download the full user list | See below |
Adjust earnings balance | Click a user's points value to open their balance sheet | See below |
Filtering the user list
Click Filter users at the top of the page. The filter panel expands.
Enter or select your criteria — you can filter by email, name, department, location, role, or admin permissions.
The list updates automatically as you apply filters.
Exporting user data
Click Export to CSV at the top of the page.
A CSV file downloads immediately containing all currently visible users and their details.
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
Find the user in the list (use filters if needed).
Click Edit on the right side of that user's row. A modal opens with two tabs: General and Permissions.
On the General tab, update name, email, department, role, or avatar.
On the Permissions tab, manage admin permissions, user mode, and allowance boosts.
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
Article: User mode
Article: Admin permissions
Article: Allowance boosts
Creating an earnings balance adjustment
Balance adjustments let admins add or remove points directly from a user's earnings balance.
On the User Accounts page, click the points value displayed next to the user you want to adjust. The user's balance sheet opens.
Click Create Balance Adjustment.
Enter a positive number to add points or a negative number to remove points.
Click Save.
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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