Caregivers sync from your EMR, but administrative users must be invited manually. This article explains how to invite team members, select their roles, and assign spot-reward budgets.

🎥 Walkthrough: Connect Your Team, Send Admin Invites

Invite an administrator

• Go to Company > Administrators, or select Connect Your Team from the Getting Started checklist.

• Select Send Invite.

• Choose the appropriate role. For more information on the roles, check out our User Roles and Permissions on Zingage article

  • Account Owner: Full platform access, including financial visibility and unrestricted rewarding capabilities.

  • Admin: Broad platform access with some financial limitations.

  • Announcement and Rewards: Can create and send announcements and has reward access.

  • Announcements Only and other limited roles: Provide narrower visibility based on the responsibilities of the user.

• Enter one or more email addresses.

• Set the monthly spot-reward budget when applicable.

  • For roles that can send rewards, use the default monthly budget or enter a custom amount.

  • The assigned amount is the maximum that the administrator can send in spot rewards each month.

  • Roles without rewarding permissions do not require a budget.

• Select Send Invitation.

Check invitation status

• Onboarded means the user accepted the invitation and completed their profile.

• Pending or Invited means the invitation was sent, but the user has not completed onboarding.