Generally speaking, settings are a good thing to review and configure prior to launching your program, but there are several settings you will want to review and set prior to importing users for the first time into the Recognize platform. The reason for this is because some of these settings will only apply to all new users to the platform. Meaning, if you've already added users, changes to certain settings will not apply to users already in the platform and you'll need to submit a ticket to firstname.lastname@example.org to apply changes to them. Below, we have outlined some settings to take a look at and decide on prior to importing users.
The Program Enabled setting controls all automated features for Recognize aside from user sync. This includes the Anniversaries Program, engagement emails, and any Manager and redemption reminders. Once this setting is turned 'ON,' users will begin receiving automated emails from Recognize, so it may be in your company's best interest to have it 'OFF' when you are ready to import users, but not yet ready to launch. To learn more about the Program enabled setting, see our article: How to Enable Automated Features (Program Enabled).
Security & Privacy
There is one security and privacy setting that your company would benefit from setting prior to importing your users if you have frontline staff using Recognize that do not have a company email address. This is the setting to allow users with only a mobile number to access Recognize, using the phone number as the account's unique identifier. Below, you will see a screenshot of where to find this setting.
There are several user settings you will want to set at the company level prior to importing users. For example, if you plan on keeping birthdays and anniversary recognitions private, these settings should be set prior to your import so that they apply to all users and not just new users that are added later. You'll also want to designate your organization's default timezone which is used for automated processes like birthday and anniversary recognitions, and choose your default locale, which determines the company account's default language.
There are also several default and global Manager settings you will want to set at the company level prior to importing users that will determine whether your Managers receive certain notifications by default. These settings can be opted out of at the individual level, but we highly encourage you to utilize these notifications at the company-level to encourage engagement from Managers and help increase initial adoption. These settings can be found in the Company Admin > Settings > Manager settings.