Add/withdraw credits/gifts to/from users

On the Dashboard on the 'People & Budget' tab, you have the option to add or withdraw credits and gifts either in bulk or manually. This means that you can choose to make changes to multiple user accounts simultaneously through a single action or make changes individually on a case-by-case basis. The choice is yours, depending on what works best for your needs and the scope of the changes you need to make.

• ADD credits/gifts in bulk using the scale bar
• ADD/WITHDRAW credits/gifts manually in bulk
• ADD/WITHDRAW credits/gifts on selected user

ADD credits/gifts in bulk using the scale bar

1. Start by checking the 'All' box on the top left of the table.
   (To select more than one user, hold down the Ctrl/Command key + click on the desired users.)
2. Add the number of credits you'd like to reward to the people.
   
3. Click on 'Add credits' and a pop-up will appear to choose between two options:
   • Covver will send an automatic notification email to the people with a short description and a link to the store.
     (Click onto preview the email template.
   • Don’t notify my people.
     (If you chose this option and later decide to send a notification to your people, you will be able to do it from the 'Last Activity' box)
4. Click 'Reward' to finish. 

   

ADD/WITHDRAW credits/gifts manually in bulk

*IMPORTANT: This method will NOT notify the people they have been rewarded with credits/gifts. To send a notification after rewarding the credits visit Last Activity box.

1. Start by checking the 'All' box on the top left of the table.
   (To select more than one user, hold down the Ctrl/Command key + click on the desired users.)
2. Locate the three dots button on the right side of the table.
3. Click on the three dots button.
4. Click on 'Add/Withdraw'
   • Use '+' to add and '-' to withdraw credits.
   • To withdraw all credits from all the selected users, check the 'Withdraw all' box
5. Click 'Save' when finished.

ADD/WITHDRAW credits/gifts on selected user

*IMPORTANT: This method will NOT notify the people they have been rewarded with credits/gifts. To send a notification after rewarding the credits visit Last Activity box

1. Start by selecting the user you wish to edit from the list of users.
2. Locate the three dots button on the right side of the selected line.
3. Click on the three dots button to open the profile.
4. Select 'Add/Withdraw'
   • Use '+' to add and '-' to withdraw credits.
5. Click 'Save' when finished.