1. Add, edit, or deactivate user accounts

Modified on Wed, 2 Jul at 3:41 AM

Bravvo User Management Overview

The Bravvo User Management section empowers admins to manage user accounts within your recognition program. This section allows you to add new team members, edit existing user information, and deactivate accounts as needed. The level of access users have within Bravvo depends on their assigned role (Admin, Manager, or Employee).

Understanding User Roles

  • Admins: Hold the highest level of access within Bravvo. They can add, edit, and deactivate users, manage all program settings (including recognition programs and awards), and access comprehensive program analytics.
  • Managers: Can recognize their team members and may have access to special recognition programs or awards.
  • Employees: Can participate in the recognition program by giving and receiving recognition (if peer-to-peer recognition is enabled).

User Roles screenshot

Adding Users to Your Bravvo Recognition Program

Bravvo offers three convenient methods for adding users: manually filling out a user creation form, uploading a CSV file, or sending a magic link via email.

1. Adding Users Manually
  • Locate the “Add User” button within the User Management section.
Add User Button screenshot
  • A user creation form will appear. Fill in the user's name, email address, and desired role (Admin, Manager, or Employee).
User Form screenshot
  • Once you've entered all the necessary details, click “Save” to add the new user to your Bravvo program.
2. Uploading Users via CSV File

For adding a larger group of users at once, Bravvo allows you to upload a CSV (Comma-Separated Values) file containing user information. For detailed instructions, see this guide.

3. Sending Magic Links

If you don't have all the user information readily available, Bravvo offers the option to send magic links via email. These links let users create their own accounts. For detailed instructions, see this guide.

Choosing the Right Method

The most suitable method for adding users depends on your needs and the number of users:

  • Manual Addition: Best for adding a small number of new team members.
  • CSV Upload: Ideal for adding a large group at once, with all details in a CSV file.
  • Magic Links: Best if you don't have all details and want users to fill them in themselves.

Editing User Information

  1. In the User Management section, find the user you want to edit.
  2. In the “Action” column, click the pencil icon next to their name.
  3. This opens their profile page where you can update their details.
  4. Click “Save” to confirm changes.

Deactivating User Accounts

  1. Find the user in the User Management section.
  2. In the “Action” column, click the trash can icon next to their name.
  3. Confirm by clicking “Deactivate” in the prompt.

Deactivate User screenshot

Important Considerations

Deactivated Accounts: These users lose access to Bravvo. Their recognition history is preserved but they can't participate anymore.

Admin Privileges Required: Only admins can add, edit, or deactivate users. Managers and Employees can’t perform these actions.

Accessing User Information

Click on a user's name in the User Management list to access their profile page.

User Profile screenshot

This page shows their contact details, role, and any recognition statistics (like points received or awards given).

Search for Existing Users

Before adding new users, use the search bar to find existing users by name or email. This helps you avoid duplicates, edit info, or check activity.

In Conclusion

The Bravvo User Management section is your centralized tool for adding, editing, and deactivating users. By understanding roles and using these features well, you’ll keep your program clean, accurate, and effective.

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