There are so many things you can do with Motivosity! From connecting to recognizing, engaging managers and direct reports, and more. We decided we needed a good way to help administrators in the system manage which users have access to each. The license management tool will add functionality to the setup tab to do just that! The benefit to admins is showing an overview of what other licenses exist in Motivosity that they may not be taking advantage of.
Overview
The first tab consists of two sections. A navigation tab, which is an overview of your license usage, and a section that allows you to learn more about the different licenses. The license information section will give a short overview of each license type when selecting 'Explore'.
After users are added, the licenses enabled and licenses used sections should update to match the changes.
If utilization is 100% exceeded, the used number will turn red and show a tooltip on mouse-over. If you exceed your license utilization, the additional amount will be added to your true-up fee in your next renewal.
PLEASE NOTE: Users can be added both manually and by rules (with the exception of Connect). As the org chart updates, changes should automatically be carried out to update each user's access. None of the Motivosity licenses are mutually exclusive, so you can really get granular with mixing and matching. If you’ve purchased this license for your team, go ahead and start by clicking ‘Add New Rule’ below to define which users should get the licenses! (Note: A user could be granted access based on more than one rule, so the total added per rule may add up to more than the actual number of licenses you'll use, as shown above.)
Managing your Add-Ons
There are a couple of options you have to manage users in each license. You can first start by 'Adding a Rule'. Each Rule will be listed under the 'Rules' section with who it's assigned to, the Rule Nickname, who it's created by, and how many total users were added. You also have the option to 'Import' which will allow you to grant access in bulk by adding the word 'recognize, lead, or Listen' to the license grant column when you do a user import. You can include more than one license in the license grant column if you separate them with commas, (e.g. recognize, lead, listen).
To reset the rules, use the 'Reset Rules' option located next to the 'Add Rules' in each of the licenses.
PLEASE NOTE: The Rewards & Recognition, Manager Development, and Employee Insights licenses will all function the same.
Adding a New Rule
There are three ways to grant access to your users for each add-on. You can do this by User, by Team, or by Organization.
Selecting User will allow you to assign one license to a specific person or specific people.
Choosing Manager will auto-assign this license that manager as well as each of their direct reports.
Choosing Organization will auto-assign this license to that manager, their direct reports, and anyone in their downstream.
The Custom option will let you use data values of users such as Country or Department to grant access.
Custom Rules
First, add a rule nickname (if you do not add this text it will appear as Rule 1, Rule 2, etc...). Then choose who will be assigned this license by writing an expression, for example, department = 'Sales'. You can chain together multiple rules using 'and' and 'or'. For example: department = 'Sales' and countryCode = 'USA'.
For more examples with Custom Rules, click here.
