Teamo User Roles

Teamo User Roles

As a client you have three main user roles, each role has access to different program functions and reports. The chart below shows you what each user can do:

 

Feature

Business

Manager

Collector
Program Setup and Configuration      
Change system configuration such as program name

Yes

No

No
Order points

Yes

No

No
Change program settings and features

Yes

No

No
Manage Users (add, change, remove)

Yes

No

No
Set a user’s TeamPoints budget

Yes

No

No

Program Management

      

Create Teams

Yes

Yes

No

Create Challenges

Yes

Yes

No

Create polls

Yes

Yes

No

Delete comments or posts

Yes

If enabled

No

View Financial Reports

Yes

No

No

View Cultural and Employee Engagement Reports

Yes

Yes

No

Issue corporate points

Yes

No

No

Issue TeamPoints (peer to peer points)

Yes

Yes

No

Program Use

      

Issue Merits with or without points

Yes

Yes

Yes

Take Challenges

Yes

Yes

Yes

Take Polls

Yes

Yes

Yes

Earn Points

Yes

Yes

Yes

Redeem earned points / give points to charity

Yes

Yes

Yes

    • Related Articles

    • How to Merge Duplicate User Accounts

      Sometimes a user will register with one email address, while the client uses another to register that same user, resulting in a duplicate account. The good news is that this is easy to fix. Step 1: Search for the user account you wish to merge (i.e. ...

    • Edit User Profile, Change User Role, Remove Users From the Program or View List of Active Employees

      Managing or viewing active users is simple and quick to do. In the system you can: View a list of all active employees and current account balances. Add new users. Modify a user's information including email address, passwords, mailing address and ...

    • How Do I Know If My Employees Are Logging Into And Using Teamo: Assessing Employee Program Engagement

      As a program administrator, you can see how often your employees are logging into Teamo. To do this: Click on INSIGHTS on the top of the left menu: From the insights reporting page click on ENGAGEMENT: Once you click on this, you will see a list of ...

    • Manager Roles and Features / Create Teams

      If you have been made a manager of a group or division you now have the ability to perform several functions. Below are the key differences you have as a manager along with the support guide to do each one: Add members to your team. Create ...

    • Creating, managing and viewing users

      Managing or viewing users is simple and quick to do. In the system you can: View a list of all active employees and current account balances. Add new users. Modify a user's information including email address, passwords, mailing address and more . ...