Getting Started with SAP Incentive Management
Starting the Implementation
Working with Compensation Elements
Creating and Managing Compensation Plans
Running the Calculation and Viewing Results
Communicating with your Payees
Creating Stories with Embedded Analytics
Appendix

Exploring the Incentive Management Portal

Objective

After completing this lesson, you will be able to identify the components of the SAP Incentive Management Portal.

The Incentive Management Portal

When you first log in, you are taken to the Incentive Management Portal. This page is the portal to all Sales Performance Management applications, including Incentive Management, Embedded Analytics, Territory & Quota, and more.

The Incentive Management Portal workspaces are:

  • Processing Logs: provide log files for pipelines and data integration jobs.
  • Security Logs: provide views failed logins, password change activity and more.
  • Purge Logs: display the details of stage table purges.
  • User Administration: allows the configuration of User roles and permissions.
  • Global Settings: allows the configuration of password policies, e-mail settings, Authentication settings, Purge Logs settings, and Branding Settings.
  • Process Configuration: allows for the configuration of email notifications and associated templates.
  • Maintenance: executes maintenance tasks.
  • Customization: customize labels in the Incentive Management Portal.
The Incentive Management Portal showing the navigator on the left and action cards for logs, global settings, user administration and others.

Log Files

From the Incentive Management Portal, the administrator can view two types of log files: Security Logs and Purge Logs.

Security Logs allow users to view activities such as successful and failed logins and password changes.

Purge Logs allow users to view Purge activities and who initiated the purge.

Global Settings

The Global Settings page allows the administrator to manage settings for the SAP Sales Performance Management suite. This includes enabling features such as Dashboards, Disputes, and Documents, managing e-mail communications, setting authentication options, and managing branding.

General Settings

Some commonly used General Settings include:

Disable site-wide system-generated e-mails for end users: enabling this preference will stop all system generated e-mails from delivery to end users.

Send copy (cc) of all system generated e-mails: Useful for testing and development, you can enter a list of users that receive system generated emails, separating addresses with a comma. Note that for security reasons, password reset notification emails will not be copied to the administrator even when this option is configured.

Authentication Settings

Authentication settings manage password reset options and other settings related to password policy. Some commonly used settings include:

Allow Users to Change Password: Select Yes to allow users to change their login password. Keep in mind that in most cases, Single Sign-On (SSO) will be in use, so users will not be resetting their password in this system. As a result, the default is No.

Require Authentication for Proxy Log-in: Selecting Yes forces users to re-authenticate when they log in as a proxy user. The default is Yes.

OTP confirmation for User Profile change: This setting enables the One Time Password functionality for users. If enabled, users receive a security email notification when changes are made to the user's email address, display name, and password.

Account Lockout Threshold: This option specifies the number of failed log in attempts that are allowed before the account is locked. For example, if the option is set to 3, the account is locked if a user enters wrong credentials three times consecutively.

Data Protection Policy

Many countries, international treaties, and other government organizations have implemented laws that cover user data privacy. One very well known example is the Global Data Protection Regulation (GDPR) set by the European Union. Under these laws, companies are required to purge personal data, provide personal data on request, and retain information regarding the identifiable nature of personal data. The Administrator can complete this task in the Data Protection Policy section.

Some commonly used options for managing personal data include:

Retention Period for Purge Jobs: This specifies how old data needs to be before it can be considered for purging/deletion.

Purge Frequency in Days: This option determines when logs are purged. A zero value in this field results in no purge.

Purge Now: This performs an immediate purge.

User Administration

The User Administration workspace allows you to configure and manage user data, personal data, titles, groups, roles, and permissions.

Sales Performance Home Users and Roles

Access to Sales Performance Home and the applications in the SAP Sales Performance Management suite are managed via users and roles. A number of default roles exist in the system, such as Participant, Administrator, Approver, and Global.

A default role called PortalAdmin provides access to all tasks and applications. This role can be assigned to any new accounts that require super user access to the system.

You can also create custom roles and assign individual users, groups, and titles to the role.

When a participant is created in SAP Commissions, they are automatically added to the Participants role. This allows every payee to log in to Sales Performance home to view dashboards and documents, and to submit and view disputes.

Managing User Information

By default, all groups and titles appear in the list of users. However, individual users do not. To assign permissions or perform other actions on an individual user, you can search for a user, or add the user as an internal user. If you add a user as an internal user, a link to their record is displayed until it is removed.

Once you have found a user, you can manage their user data, assign a proxy, or assign the user to a role.

Through the Manage User Data tab in the User Administration workspace, Administrators can unlock a participant’s profile or block a participant from being purged.

To unlock a user, select the “Is Locked” switch in Manage User Data.

Automatic Proxy

For security reasons, proxies can only be assigned to a user by an administrator. However, once a proxy has been assigned, a user can designate an automatic proxy in the Account Settings page.

To enable Automatic Proxy for a user, open the Account Settings and activate the DEFAULT switch under “My Proxiable Users”

This feature enables participants to automatically proxy as a different participant or agency to see the desired dashboards and reports. The participant does not need to be assigned to a position.

Process Configuration

The Process Configuration workspace allows Administrators to customize the emails used for notifications such as password resets or new accounts. Any communication can be disabled by moving the slider to the left.

To enable or disable any communication events, move the “Enabled” slider in the Process Configuration page.

Label Customization in the Incentive Management Portal

The Customization feature allows you to change the labels on any part of the Incentive Management Portal, so you can use terminology in line with your organization's needs. This features also helps in meeting branding, cultural, and legal guidelines. Note that this feature only relabels objects in the Incentive Management Portal. We will see how to relabel objects in the Incentive Management application in the 'Starting the Implementation' unit.

The following image shows how to use this feature to rename the Disputes feature to Inquiries.

Field labels in the Incentive Management Portal can be customized using the Custom Label column on the Customization page.

Exercise: Create a User and Role in the Incentive Management Portal

Business Example

In this exercise, you'll use the User Administration interface in the Incentive Management Portal. You will create a role and set basic permissions, add a new admin user, and assign the user to the role.

ExerciseStart Exercise

Steps

  1. Log in to Incentive Management and open User Administration.

    1. Open the URL provided by the instructor and enter your user name and password.

    2. Select the User Administration tile.

      The Incentive Management Portal showing the User Administration card selected.

  2. Add a Role called Proxy Manager.

    1. Expand Roles → Sales Portal.

    2. Select the Add Role icon.

      The User Administration screen. The Add Role icon is highlighted.

    3. Name the role Proxy Manager and select Add.

    4. In the Permissions section, select the Add button.

    5. In the dialog box, set the type to General and use the slider to enable Manage Proxy Relations.

      The Add Permission screen. The type is set to General and Manage Proxy Relations is selected.

    6. Select Save.

  3. Add a new admin user and assign the user to the Plan Approvals role.

    1. Scroll to the top of the list of users and select Add Admin User.

    2. Enter the following information for the new user:

      • User ID: PA-1001
      • First name: Pete
      • Last name: Proxy
      • Email: pete@bikesinmotion.com (optionally, you can use your own email)
      • Role: Proxy Manager
      The Add Admin User screen is displayed.

    3. Select Add.

Summary

  • The Incentive Management Portal allows management of applications, user permissions, settings, logs and notifications.
  • The portal features Processing, Security, and Purge Logs, as well as settings for User Administration and Process Configuration.
  • The portal offers customization options, allowing changes to labels and terminology to meet organizational needs.
Learning

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