The Incentive Management Portal

Objectives
After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Identify the components of the 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. On this page, you manage e user permissions and roles, general settings such as password policies and branding, view process logs, and configure e-mail notifications.

The Sales Performance home page 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

Log Files

From the Sales Performance Home page, the administrator can view three types of log files: processing logs, security logs, and purge logs.

Processing Logs allow users to view log files for Pipelines and data integration jobs. This includes:

  • Pipeline Logs
  • XDL Data Files
  • XDL Errors/Alerts
  • Session Logs
  • Source Files
  • Target Files

Security Logs allow users to view failed logins, password change activity, and more.

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

Global Settings

The Global Settings page allows the administrator to manage settings for the SPM 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 for 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.

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: Performs an immediate purge.

User Administration

The User Administration workspace allows the configuration and management of user data, personal data, titles, groups, roles, and permissions.

Sales Performance Home Users and Roles

Access to Incentive Management Portal and the applications in the SPM 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, 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.

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.

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.

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

Prerequisites

Steps

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

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

    2. Select the User Administration.

  2. Add a role called Proxy Manager.

    1. Expand Roles - Callidus Portal.

    2. Select the Add Role icon.

    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.

    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.

  4. 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
  5. Select Add.

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