How to manage User Badges in Jostle

Introduction

User Badges make it easy to highlight and recognize certain people across your Jostle platform. They are ideal for recognizing training levels (gold, silver, bronze), designating Culture Champions, identifying first aid attendants, recognizing sales stars, and more.

Badges show in User Profiles and across the platform via an indication on Profile Photos. They can be used to find people with the Badge designation by searching or filtering. System Admins can assign up to one Badge per User.

Table of contents

1. Types indicators on User Photos
2. When to use User Badges
3. How to set up a Badge Program
4. How to assign a Badge to an individual User
5. Assigning User Badges via bulk uploading
6. Making Badges User-owned 
7. Where User Badges appear
8. Disabling your Badge Program

Types indicators on User Photos

Three kinds of indicators appear as badges on people’s User Photos (avatars) throughout the Jostle platform:

• Online Indicator: This green circle designates people who are signed in on your Jostle platform
• External User: This orange triangle designates people who are not regular employees, such as a trusted consultant or a contract employee
• User Badge: These colored squares indicate a specific attribute/role of this person

When to use User Badges

User Badges recognize a special attribute of certain individuals in your organization. They allow you to set up an org-wide program that increases the visibility of employees making a particular kind of contribution. These badges can be used in all manner of ways and can have multiple levels assigned to them.

One example is to create a Safety Program where, within the Safety Program, you have a Fire Warden, Supervisor, and a Medical Aid. The Program Title (name) and the Program Levels can be virtually anything, making this a flexible system for recognizing important people in your organization.

How to set up a Badge Program

To set up a Badge Program, a System Admin should:

1. Go to Admin Settings > Filters and Badges > Configure User Badges.
2. Enter a Program Title for your specific org-wide program (e.g. Training). This title will appear in the Info Tab on the User’s Profile and in the People Filter.
3. Enter a Level Name for the assignable/achievable level in your program that you want to create (e.g. Assistant, Trainer, etc.) and click on Add Badge.
4. The system will select a suggested color when it creates the level, which you can change if you wish.
5. To complete this process, click SAVE.

Note: You can add up to 10 Badge Levels (reflecting the maximum number of colors that can be displayed distinctively aside from alert colors like red and green).

How to assign a Badge to an individual User

System Admins can manually add or update a Badge for a specific User by either going to their User Profile or via the Edit Users page in Admin Settings.

To assign a Badge to a particular User via their User Profile, a System Admin should:

1. Go to their User Profile
2. In the Info Tab and then click Edit
3. Find your badge Program Title (name) and select the Level for the user
4. Click Save

Note: If the Program Title does not appear when editing User Profiles, the Badge Program has been disabled in Admin Settings.

To assign a Badge to a particular User via Admin Settings, a System Admin should:

1. Go Admin Settings > User Accounts and Data > Edit, Invite, Disable Users
2. Enter all or part of the User's name in the available field and click Search
3. Find the User and click EDIT 
4. Find your Program Title (name)
5. Select the level for the User
6. Click Save Changes top right

Note: Users can only be assigned to one Level.

Assigning User Badges via bulk uploading

Making Badges User-owned 

System Admins can set the User Badge Levels to be Org or User owned at Admin Settings > User Profiles > Configure User Profiles settings. By selecting User, employees will be able to add or change their Badge Level in their Profiles. By default, Organization is selected, which means only System Admins will be able to manage Badges for Users.

Where User Badges appear

Once a User has been assigned a Badge, the information will be added to their Profile. This will allow them to be identified and sorted in the People view via the Filter.

Assigned Badges are indicated by colored squares that appear on Profile Photos in most parts of the platform. When viewing User Profiles, if the User has a Badge assigned it will be listed in the left panel below the Profile Photo.

Disabling your Badge Program

To disable (hide) your Badge Program, a System Admin should:

1. Go to Admin Settings > Filters and Badges > Configure User Badges
2. Check Disable this Program at the bottom
3. Click on SAVE

Note: If the Badge Program is later re-enabled, all the prior Levels and assignments will reappear. You might want to update this data via CSV upload prior to making things visible again.