Setting up Job Titles, Groups, Departments, Locations, and Levels is a great way to organize your users, and is useful when looking at the Reporting & Dashboards section of your Kudos® Platform. It also provides you with the opportunity to easily send messages in Kudos® quickly to different groups of people based on their Group, Department, or Location.
You must create Job Titles, Groups, Departments, Locations and Levels before manually creating users in User Admin.
To set up your lists of Job Titles, Groups, Departments, Locations, and Levels navigate to the Admin Gear ⚙️ > User Admin, and then click on the tab for the list you wish to set up. More information on each tab can be found below.
To add a job title to the Titles tab, click Admin ⚙️ > User Admin > Titles, then click the Add Job Title button at the bottom of the list. Enter the job title and, if you're using points, ensure that you set the monthly point allocation for this job title here. Be sure to Save every addition!
To add a group in the Groups tab, click Admin Gear ⚙️ > User Admin > Groups, then click on the Add Group button.
Enter the group name, set visibility to either Public or Admin and click Save.
Setting a Group to Public means that all users can see that Group when they click on the People tab. Recognition can be sent to this group, and it can be used for setting permissions in Spaces. Setting a Group to Admin means that the group can only be viewed by Administrators with access to User Admin settings, even if regular users are part of the group. An Admin group can be used in to pull information from the built-in dashboards in Kudos®.
To add users to a new group you can add them individually, or from a CSV UTF-8 upload with the email addresses of all the Users that you want to be included in that group. The email addresses used for users in a group must already have been added to your Kudos® Platform.
To add a department to the Departments tab, click Admin Gear ⚙️ > User Admin > Departments, then click the Add Department button at the bottom of the list.
Be sure to click Save with every addition.
To add a location in the Locations tab, click Admin ⚙️ > User Admin > Locations, then click on the Add Location button, and click Save after each addition.
To add the details, such as an address, phone number, timezone or photo, of the location you just added, click on the location name and enter the appropriate information and click Save.
❗️Please be sure to set the correct timezone for your default location!
To add a department to the Levels tab, click Admin ⚙️ > User Admin > Levels, then click the Add Level button at the bottom of the list, and click Save with every addition.
We hope this helps! If you have any questions, please reach out to us at email@example.com and one of our friendly team members will be happy to assist you.