BHN Rewards’ Pro Tips: Using a Digital Rewards Platform for Multiple Teams

Every team in your company or organization has its own goals, its own budget, its own projects, its own hierarchy — and, hopefully, its own uses for incentives. But what happens when all those different departments and team members are using the same digital rewards platform?

Without the right tool and setup, things can get messy. Budgets are mixed up, campaigns overlap, and users make accidental changes to others’ projects. Thankfully, our BHN Rewards teams have, well, BHN Rewards to help us keep it all straight.

In our digital rewards platform, it’s possible to open up your account to multiple teams without stepping on one another’s toes (or budget!). That means you can empower your colleagues to set up their own reward campaigns and boost everyone’s success.

Here are our top three tips for managing multiple teams within the same BHN Rewards account.

READ MORE: Empower Every Department to Reward Employees With Gift Card Incentives

Tip #1: Create Dedicated Workspaces

Within your BHN Rewards account, you can establish virtual separation between multiple teams by creating workspaces. Set up a workspace for each department that uses the digital rewards platform, such as the HR workspace and the Sales workspace. For us at BHN Rewards, it’s Sales Operations, Marketing, and Internal Employee Reward workspaces. Then, you can assign users to one or multiple spaces. This allows everyone to create their own campaigns and use assigned funds for their programs, without distractions from anything outside of their team.

Tip #2: Assign User Roles Thoughtfully

As you add users to your account, think through the various roles available within BHN Rewards and the level of access you want to provide. Even better, you can give the same user a different role in each workspace, so they may be able to manage campaigns in the Sales workspace but be just a viewer in the Marketing workspace. At a high level, the roles are:

• Administrators, who can perform all actions in the account and across workspaces. Workspace admins have control of their workspace-level settings only.
• Campaign managers, who can create and manage reward programs, place orders, and approve or request reward recipients. At BHN Rewards, we give this power to several of our marketers, who create campaigns for different projects, like events and webinars. Our sales leaders are also campaign managers so they can administer rewards that their reps can distribute.
• Reward senders, who can, as the name implies, send rewards from their available campaigns. These users can’t create new campaigns or access account settings. All of our sales reps and team managers have this kind of access, so they can send rewards on their own to their prospects, customers, or employees.
• Viewers, who can see all available reports within the platform. We find it to be a useful designation for our finance team, so they can see what funds are spent. It’s also perfect for others, like executives, who want visibility but don’t need to actually send rewards.

Tip #3: Organize Users Into Budget Groups

When you have multiple departments and team members using your digital rewards platform, dividing up funds can get complicated. That’s where budget groups come in, allowing you to assign users to set spending levels. For example, you may provide your sales team with $300 to spend per month on engaging prospects and closing deals, whereas HR has $500 to spend on employee engagement programs and team managers get $200 each for on-the-spot rewards. Each budget amount resets monthly in the platform, so you can set it and forget it.

Want to learn all about workspaces and our other enterprise-ready features and controls? Request a demo now!

about the author

Hannah Prince

Hannah is a reformed journalist who has more than 15 years of experience and now focuses on content marketing for innovative tech companies.

Hannah is a reformed journalist who has more than 15 years of experience and now focuses on content marketing for innovative tech companies.