How to Add Company Roles in Recognize

Company roles are roles that you have created and are specific to your organization's account. You can have as many as you want, and they can be named whatever you want (Leadership, HR, Accounting, etc.). Companies use these "Company Roles" to assign permissions to certain badges (role-based badges), assign users to a specific rewards catalog if they have people in different countries, and can also be used to assign tasks to certain people based on role. See the below video for an overview of the Roles tab within the Company Admin Portal.

 



There are a few ways to create Company Roles: manually through the Roles tab in the Company Admin portal, manually through a spreadsheet upload, or automatically through a user sync. If you are using a sync option, you also have the ability to turn on certain 'Dynamic Roles', depending on your account package. For more information, see our Dynamic Roles Overview FAQ.

Steps to Create & Designate Roles Manually within the 'Roles' Tab

  1. Click the top-right 'Menu' icon
  2. Select 'Company Admin' from the drop-down menu
  3. Click 'Roles' on the left-side menu
  4. Click 'Create Role' at the top of the page and create the roles you wish to have 

    Screen_Shot_2020-12-14_at_10.47.20_AM.png

  5. Once your role or roles have been created Select 'Users' from the far left menu
  6. Click the small blue gear icon at the top left of the user table
  7. Select 'Company Roles' (not system roles). A column for 'Company Roles' will appear in the user table
  8. In the 'Company Roles' column in the user table, enter the Role you wish to designate to each person next to their name

    Screen_Shot_2020-12-14_at_10.56.18_AM.png

Steps to Create & Designate Roles Manually with a Spreadsheet Upload

Alternatively, roles can be assigned by downloading this sample spreadsheet, filling in the details for 'Roles', and then uploading within the 'Users' tab.

  1. Open the sample spreadsheet and fill in the required fields: 'Email', 'First name', and 'Last name'
  2. Under the ‘Roles’ tab on the spreadsheet, enter the Role you wish to create and assign next to the user's names and email addresses that you've entered

    Screenshot 2023-08-24 at 11.25.59 AM.png
  3. Do not rename any of the columns, and delete any columns you will not be using, as keeping them blank will override your current data for those attributes

    Screenshot 2023-08-24 at 11.28.53 AM.png

  4. Select 'Menu' in the upper right-hand corner of your screen
  5. Select 'Company Admin' from the drop-down menu

    Screenshot 2023-08-24 at 11.35.25 AM.png
  6. Select 'Users' from the left side menu
  7. Select 'Import' from the top right tertiary menu

    Screenshot 2023-08-24 at 11.37.06 AM.png

  8. Scroll to step 2 if you've already set up and saved your spreadsheet, and select the 'choose file' button to select your prepared spreadsheet
  9. Optional, but recommended: Check the box for 'Dry run' to see how your upload will change your data
  10. When you are ready, select the 'Import' button

    Screenshot 2023-08-25 at 8.48.53 AM.png

  11. Results for your upload will be shown in the box at the upper right side of your screen, where you can view a summary or download them

Steps to Create & Designate Roles Automatically

If you are managing users through a user sync (Microsoft/O365 or sFTP), you may be able to bring in attributes and turn them into Roles via 'Dynamic Roles', depending on your account package. For more information on that process, see our Dynamic Roles Overview FAQ.