Four different roles can be assigned to employees in the Wishlist system depending on the amount of control or access a given employee should have. Those user roles are:
- Program Admin
- Reward Sender
- Accountant
- Employee
*Note that a user can have more than one role assigned to them
Each of these users comes with different levels of access and it's important to distinguish between the four.
Employee
This is the least amount of permissions a user can have. An individual designated as an employee can:
- Receive rewards
- Access the Marketplace and redeem rewards
- View past and active orders/redeemed rewards
- View the company Newsfeed*
- Send and receive Recognitions*
- Comment on and react to recognitions*
- Approve rewards (if that employee is a designated approver for any other employees)
- Take eNPS surveys top provide company feedback
Accountant
An Accountant can perform all of the actions of an Employee and can also:
- Access and download the Accounting report and Usage Reports in the Admin tab
- View all Sent and Upcoming Rewards for the company
- Customize messaging for and delete Upcoming Rewards
- View Thank You Notes
One important distinguisher between an Accountant and a Reward Sender is that an Accountant does not have permission to send Rewards, while a Reward Sender does not have access to the Admin tab or any company reporting.
Reward Sender
A Reward Sender can perform all the actions an Employee user can, and they can:
- Send Rewards
- View their own Sent Rewards
- Customize messaging for and delete Upcoming Rewards for themself and the users they manage
- View Thank You Notes that have been sent to them directly
Program Admin
This is the highest level of user permission settings in the Wishlist Platform. A program admin can do anything within the user interface. Some specific abilities that other users cannot perform are:
- Assign and edit budgets
- Assign and edit groups and group leaders
- View company insights
- View and edit the company roster
- Edit settings for other users including permissions and email address
- Set reminders for rewards
- Edit settings for the program including associated company values, integrations, approvals, and surveys
- View eNPS results
*If your company's account includes the Recognition program