Setting badge privileges

Setting badge privileges

Feature Availability

Overview

Zoho Connect enables you to determine who among the network members can award and receive a specific badge. 

For example, badges such as 'Top Performer' can be set to be awarded by managers and team leaders to members reporting to them, and badges such as 'Great Leader' can be set to be awarded by team members to their managers.  
The option to set privileges is available only for custom badges. 

Who can set badge privileges? 

Only network admins and members in a custom role with the required permissions can set badge privileges. 

How do I set privileges while creating a custom badge?

  1. Click the gear icon [] in the right menu.
  2. Select Settings from the dropdown.

  3. In the Settings page, select Badges under Gamification.
  4. In the Badges page, click +Create Badge.
     
  5. In the pop-up, make sure the badge type is set as Custom.
  6. Provide a name, add a description, and upload an image for the badge.
  7. Locate the 'Who can award this badge?'  field and select the required option from the dropdown. 
  8. Similarly, locate the 'Who can receive this badge?'  field and select the required option from the dropdown. 
  9. Click Create.

How do I set privileges for an existing custom badge?

  1. Click the gear icon [] in the right menu.
  2. Select Settings from the dropdown.

  3. In the Settings page, select Badges under Gamification.
  4. From the list of badges, scroll down to the required badge and click the ellipsis [...] at the right-end of the badge name. 
  5. Select Edit from the dropdown.
     
  6. In the pop-up, locate the 'Who can award this badge?'  field and select the required option from the dropdown. 
  7. Similarly, locate the 'Who can receive this badge?'  field and select the required option from the dropdown. 
  8. Click Save.

If you have questions related to Gamification, please write to us at support@zohoconnect.com. We're happy to help!