Getting started

This guide takes a new Admin from signup to the first Ratings. Each step links to its section in the Admin guide.

Sign up at getkudos.eu/signup with your company name, your name and work email. Kudos emails you a confirmation link, valid for 24 hours. Open it and click Set up Kudos: your Tenant is created, with you as its first Admin, and a 7-day Trial starts without a card.

Running Kudos on your own server instead? See Self-hosting.

2. Set up single sign-on

Kudos takes you straight to the single sign-on settings. Connect Microsoft Entra ID, another OpenID Connect provider or GitHub, then sign out and sign in again through it. From now on everyone signs in with their company account.

3. Connect Autotask

Create an API-only user with an integration code in Autotask and enter it on the Autotask page. Kudos needs this to credit Ratings to the right Member, to import Members and to write Ratings back to your Tickets. Create the Ticket field Latest Rating if you want write-backs.

4. Add your team

On the Members page:

Import your colleagues from their Autotask Resources, or invite them by email.
Give Managers and at least one more Admin their role.
Optionally add your email domain, so colleagues join on their own when they first sign in.

5. Paste the Rating Snippet

Set your logo and colour under Branding, then copy the Rating Snippet into your Autotask notification templates for updated and resolved Tickets. The next Ticket emails carry the smileys; the first Ratings appear in Kudos within minutes.

6. Recognition and Rewards

Create Teams if Managers should only see their own people.
Set the Points per Positive Rating, create Badges and fill the Rewards catalogue.
Moving from CrewHu? Import Badges and opening balances from your CrewHu CSV exports.

7. Before the Trial ends