Automated Gifting permissions in the company Workspace define how users can create, manage, and monitor automations and automated gift orders. This guide explains access levels for owners, admins, senders, and members, including automation creation, management rights, and integration setup with CRM and HRIS systems. Understanding these permissions helps teams streamline gifting workflows while maintaining proper control and visibility.

This article includes sections

• Automated Gifting Permissions For Personal Workspace
• Automated Gifting Permissions for Company Workspace Owners 
• Automated Gifting Permissions for Company Workspace Admins with Custom Permissions
• Automated Gifting Permissions  for Company Workspace Admins with Default Permissions
• Automated Gifting Permissions for Company Workspace Senders
• Automated Gifting Permissions for Company Workspace Members

Automated Gifting Permissions For Personal Workspace

The Automated Gifting feature is not available in a personal Workspace.

To use this feature, you need a Company Workspace. Users can:

• Create a Company Workspace and start a 30-day free trial to explore all premium features. Follow the steps in this article 👉How to Create a Company Workspace
   

• After the trial, upgrade to a paid Stadium Package to continue using Automated Gifting and other premium features. Visit the 👉Pricing Page and book a call with the sales team

Automated Gifting Permissions for Company Workspace Owners 

Company Workspace owners have full control over all automations, automated gift orders, and integrations across the Workspace.

Automations

• Can create and manage their own automations and automated gift orders.

• Can view and manage all automations created by other users in the company Workspace.

Integrations

• Can set up integrations with other platforms, such as CRM or HRIS systems, directly from the Settings page

• Can add integrations to their automations

⚠️ Important Note: 

Integrations are available only during your free trial or with a paid Stadium Package that includes the integration feature.
 

Limitations

• Owners cannot view automations created by other users while they are in draft state.

Automated Gifting Permissions for Company Workspace Admins with Custom Permissions

Admins with 'custom permissions' for Automated Gifting can view and manage all Automations across the Workspace, similar to Workspace owners.

Automations

• Can create and manage their own automations and automated gift orders

• Can view and manage all automations created by other users in the company Workspace

Integrations

• Can set up integrations with other platforms, such as CRM or HRIS systems, directly from the Settings page

• Can add integrations to their automations

⚠️ Important Note: 
Integrations are available only during your free trial or with a paid Stadium Package that includes the integration feature.
 

Limitations

• Admins with 'custom permissions' cannot view automations created by other users while they are in draft state.

Automated Gifting Permissions for Company Workspace Admins with Default Permissions

Admins with 'default permissions' can manage their own automations and configure integrations for their automations.

Automations

• Can create and manage their own automations and automated Gift Orders

Integrations

• Can set up integrations with other platforms, such as CRM or HRIS systems, directly from the Settings page

• Can add integrations to their automations

⚠️ Important Note: 

Integrations are available only during your free trial or with a paid Stadium Package that includes the integration feature.
 

Limitations

• Admins with 'default permissions' cannot view or manage automations created by other users in the company Workspace

Automated Gifting Permissions for Company Workspace Senders

Senders can create and manage their own automations, but rely on existing integrations configured by the owner or admin.

Automations

• Can create and manage their own automations and automated gift orders.

Integrations

• Cannot set up integrations directly from the Settings page.

• Can use existing integrations that have already been configured by the Workspace owner or an admin for their own automations.

Limitations

• Cannot view or manage automations created by other users

• Cannot configure new integrations from the Settings page

Automated Gifting Permissions for Company Workspace Members

• Members do not have access to Automated Gifting creation.

Try premium features free for 30 days! After your trial, upgrade to a paid Stadium Package to continue enjoying premium access.

Visit our Pricing Page to explore the details of each Package and choose the one that best suits your needs.