• How to manage leavers

  When an employee leaves your organisation, it's really important to mark them as a leaver for a couple of reasons: To action a payment request if they are eligible to have their final points balance paid. Click HERE to find out how to check your scheme rules. So that the leaver is no longer able to use the app at your organisation. To ensure that their contact details (email and mobileFew readers

• Points breakdown- a guide for admin users

  It is possible to view a breakdown of exactly how an app user has earned their points. This step-by-step guide will: Take you through how to view this breakdown in just a few clicks Explain the various components of the points breakdown page How to view an app user's points breakdown: Step 1: To access the app user’s points breakdown, head to app users on the left menu, then manage on the top tabs and search for the app user. [![](httpFew readers

• App User Statuses Explained

  The table below explains what each status displayed in the manage app user tab means: Status Explanation | The staff members' details have been added to the system either by an admin user uploading them or by the staff members themselves using the [magic invite link](https://support.carefriends.co.uk/en/articles/5187308-using-an-invite-link-to-allow-staff-to-register-Few readers

• Changing an app user's site

  If you have sites set up, it is important for an app user to be assigned to the correct site. This allows them to be viewed and managed by the admin users assigned to the site and allows them to view the correct adverts. Follow these simple steps to update an app user's site. Step 1: Click on 'app users' and then 'manage': [](https://downloads.intercomcdn.comFew readers

• Edit an 'authorised' or 'invited' app user's details

  If a staff member receives a "please speak to your manager for help" message when they try to register for the app, you can quickly check and edit their registration details in your portal - simply follow the steps below: Step 1: Head to 'App Users' in the left-hand menu of your portal Step 2: Click 'Manage' in the top tabs: [](https://care-friends.inFew readers

• Awarding points to unregistered users

  It is now possible to assign candidates and award bonus points to staff who have yet to log into the app, so when they do log in, the points are waiting for them. This feature really helps engagement, as knowing they have points waiting for them encourages staff to download the app. As long as the person's details have been added to the portal so they have a status of 'authorised' or 'invited' (find out how to authorise a staff member [HERE](https://support.carefriends.co.uk/en/articles/4408130Few readers

• Removing points

  There are a few instances where you may need to remove points from an app user, these can include: A candidate who doesn't meet the scheme rules Sharing which is not in line with the scheme rules Bonus points are awarded in error Removing points - a step-by-step guide: Step 1: Have a conversation with your app user to explain why you need to remove points and remind them of the scheme rules. This should be a positive conversation with app user engagement in mind. Step 2: HeFew readers

• Updating the personal details of a registered app user

  It is now possible to edit the personal details of a registered app user from within the admin portal, this guide will show you how. Step 1: Click on 'app users' and then 'manage': [](https://downloads.intercomcdn.com/i/o/575416331/66cc4d1a63d60f8acd8e25c3/image.png?expires=1790070300&signature=a44607d0df4d44413abdd378a9f0471b021d0d6c639d9ae9ac7ee3aa7ba12e1a&reFew readers