We know that it can be a bit of a task to set every employee's settings each time you onboard a new user, especially when most of them are the same. This is why we created a way to make a default setting for each new Wishlist user you will onboard.
While this will give you the ability to onboard everyone at the same level, you will still have the ability to edit users' privileges once onboarded if they don't fit the default settings you have created.
Below are the steps to create these default settings:
- From the Admin tab, click Settings
- Now, select Onboarding and click the Set Default User Role toggle
- In the pop-up choose which roles onboarded employees should have and click Update. For specifics regarding each role click here.
- If you select any default permission that allows a user to send a reward, you will be able to toggle on the second slider to set a user's default budget. You can learn how to do that here.
Once finished, you have now successfully set up your default settings for new employees!