Introduction:
In this article, we will explore the process of enabling the Incentive User Report within a user profile. A site admin can easily enable this feature, which gives users useful insights into their incentive programs. Follow this step-by-step guide for a smooth experience in enabling and viewing the Incentive User Report.
Navigate to Setup and Companies:
As a site admin, log in and go to the 'Setup' section. Then, select 'Companies' to access the settings specific to your company.
Access Company Settings:
In the company settings, find and click on the 'Settings' tab. Look for the 'Enable Incentive Program' option and check its box to turn on the feature. Remember to save your changes to ensure the company settings are updated.
Refresh the User Profile Page:
Return to the user profile section and refresh the page to witness the Incentive tab now visible in the above model. It was previously located below with a security icon.
Explore the Incentive Tab:
Click on the newly visible Incentive tab to access the report of the incentive program. This report offers a comprehensive overview of user-specific incentives.