Reference the article below to find out more about the Advanced Settings page in the Admin portal.
Navigate to Advanced Settings
To navigate to Navigate to Advanced Settings:
- Click the Admin button in the top right corner of the screen to access the admin portal.
- Select the Settings tab at the top of the screen.
- Click Advanced Settings on the left side of the screen under the Company Settings group.
Account Settings
| Setting | Description |
| MemoryBook | Toggle this setting On if you’d like to enable the MemoryBook feature. |
| Budgets | Toggle this setting On if you’d like to have the Budgets tab appear in the Admin portal. |
| Budget Balances | Toggle this setting On to allow users to see their budget balances if they have access to a budget. |
| Require Cost Center on Budgets | Toggle this setting On if you’d like Cost Centers to be required on budget settings. |
| Archived Manager Budgets Retain Funds | Toggle this setting On if you’d like archived Manager budgets to keep their remaining balance and appear on the Archived tab so Admins and Budget Owners can transfer points out. When Off (default), archiving a Manager budget returns any remaining points to the Company Account and hides the budget from the Budgets page. |
| Max Recognition Recipients | The value entered in this field will set the maximum number of people that can be recognized in one recognition. This setting only applies to Recognition Programs, and cannot be greater than 2,000. |
| Remove User Points After Archival | Toggle this setting On if you’d like points to be removed from users’ wallets after they are archived. After the entered day count, archived users’ points will return to the Company Account. |
| Auto Redeem Gift Card After Archival | If an employee is archived, their remaining eligible points can be automatically redeemed for a virtual prepaid card and sent to the secondary email attached to their account. Determine the number of days after a user is archived to trigger the auto redemption of their points, and speak with your CSM to enable the feature. Note: Secondary emails must be provided on user data imports for this feature to be enabled. |
| Point Multiplier | A customizable conversion factor that determines the monetary value of each point earned by users on the platform, allowing for flexible point-to-dollar ratios. We recommend this value be set to 1 for simplicity’s sake. |
| Tax | Press Edit Tax to set your company’s tax buffer. We recommend speaking with your CSM before changing this setting. |
| Recognition Limits (Recognition Classic only) | The amount entered in this field limits the amount of points that can be received by a single user in one month or year. |
| Member Label | Set the label for users of the system using the free form field. Default: Employee |
| Plural Member Label | Set the label for plural users of the system using the free form field. Default: Employees |
| Translate | Toggle this setting On if you’d like to enable Google Translate options. |
| Marketing Opt Out | Toggle this setting On if you’d like to opt out all users in your organization for Awardco marketing materials. |
| Terms | Toggling this setting On turns on the Terms step that must be accepted by new users to your platform. Select Edit to add the HTML of these Terms. |
| Privacy Policy | Toggling this setting On turns on the Privacy Policy step that must be accepted by new users to your platform. Select Edit to add the HTML of the Privacy Policy. |
| Admin Impersonate | Toggle this setting On if you’d like Super Admins of the platform to be able to impersonate other user accounts. |
| Delegates | Toggle this setting On if you’d like users to be able to set delegates that can impersonate their account. |
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Bulk User File Uploads |
When On, you're able to upload a user file on the Users tab. Also, the ability to restrict who can perform a bulk user file upload can be managed by role in the Roles and Permissions page. |
User Policy
| Setting | Description |
| Edit their names | Toggle this setting On to allow all users the ability to edit their name in My Account settings. |
| Edit their username | Toggle this setting On to allow all users the ability to edit their username in My Account settings. |
| Edit their language | Toggle this setting On to allow all users the ability to edit their platform language in My Account settings. |
| Edit their email | Toggle this setting On to allow all users the ability to edit their email in My Account settings. |
| Edit their phone number | Toggle this setting On to allow all users the ability to edit their phone number in My Account settings. |
| Set recognitions to private | Toggle this setting On to allow all users the ability to make all recognitions they receive private in My Account settings. |
If you have any questions, please contact Awardco Admin Support.