Karma for Web | Team settings

Team settings: A complete guide to managing your team effectively

The Team settings section allows you to manage all aspects of your team’s membership, from adding new users to controlling their permissions and adjusting points limits. This section helps administrators easily organize active and deactivated users, track team information, and maintain an efficient team structure.

In this article, you will learn how to add, manage, and edit users, adjust user permissions, and organize your team settings to optimize team performance and collaboration.

Navigating to the team settings section

To access Team settings, log in to your account. In the header, click on the dropdown menu, then select Settings, and choose Team from the list of available sections. This will take you to the Team page, where you can view and manage both active and deactivated users.

Managing users

The Users tab in Team settings gives you a detailed overview of all users in your team, including their balance, point limits, and permissions. From this section, you can add new users, adjust their information, or deactivate users who are no longer part of the team.

Adding a new user
To add a new user, click the Add user button at the top of the page. You can enter the user’s name, email address, points limit, birthday, and hire date. Once added, the new user will appear in the active users list.

Importing users
If you need to add multiple users at once, you can choose the Import from CSV option. Follow the provided template for the best results. Simply upload the file, and the system will automatically populate the user list with the new entries.

Managing user details
Each user in the list has their associated information, including their email, points balance, points limit, hire date, and birthday. Hover over the user’s row and click the three dots to Edit user info, Edit permissions, Adjust balance, or Deactivate user as needed.

Editing user permissions

Each team member can have customized permissions based on their role in the organization. Permissions control which sections they can access and manage, such as billing, rewards, or general settings.

Adjusting permissions
To edit a user’s permissions, click the three dots next to their name and select Edit permissions. From here, you can assign roles such as:
- General: Manage workspace settings, users, and feed.
- Billing: Manage billing settings related to subscription payments.
- Rewards: Create and manage rewards, access billing settings related to rewards.

Select or deselect the permissions you wish to assign or revoke, then click Update to save changes.

Adjusting user balances and point limits

Karma allows you to control the point balances and limits of each team member, ensuring fair distribution and reward systems.

Adjusting balances
If a user’s points balance needs to be adjusted, hover over their row, click the three dots, and select Adjust balance. You can add or remove points by selecting Credit or Debit, entering the amount, and optionally providing a comment for the adjustment.

Setting points limits
When adding or editing a user, you can set a Points limit that defines the maximum number of points a user can give out during a specified period. This helps control and balance the distribution of points among team members.

Managing deactivated users

The Deactivated users tab lists all users who have been removed or deactivated from your team. These users no longer have access to the system, but their information is retained for reporting and historical purposes.

Reactivating users
If you need to bring a deactivated user back into the team, find their name in the deactivated users list, click the three dots next to their name, and select Reactivate user.

Permanently deleting users
For users who no longer need to be part of the system, you can choose to delete them permanently by selecting the Delete user option. This action cannot be undone, so be sure before removing users completely.

How to make changes

- Updating user info
To update any user’s information, hover over their row, click the three dots, and select Edit user info. All changes are saved after pressing the Save button and will take effect immediately in the system.


- Reverting changes
If you need to undo a change, you can return to the Team settings page and adjust the user’s information accordingly or deactivate the user if necessary.

Final thoughts

Managing your team streamlined and flexible, allowing you to easily add, edit, and deactivate users, control permissions, and adjust point balances. Whether you're managing a large or small team, the Team settings section gives you full control over user management, ensuring your team functions smoothly and efficiently.

Happy managing!

Updated on: 18/09/2024