How to enable Incentive Report in user profile?
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.
Related Articles
How do I make changes in the user profile?
In May of 2023, the user profile in Mindmatrix software was upgraded for all users as part of the Bridge UI improvements. The new user profile page has several sub-sections: Personal information Social information Company information Language And ...How do I enable user registration by domain?
Feature: This feature adds a “Register” button on the login page, where new partner users can self register and login automatically into the partner portal. Prerequisite: All Organizations need to be set up under the primary company with the ...How do I update my user profile?
Login to Mindmatrix account. Click on the profile icon on the top right corner of your screen. Hover on the user profile and click "View". This will open your user profile for editing. This area includes both a “Personal Info” and “My Location” tab, ...How to review Account Overlap Report?
Introduction: In this comprehensive guide, we will walk you through the account overlap report process. Let's dive into the step-by-step process. Navigating to Account Overlap report: Click on Reports> Account Overlap Reports ...How do I upload a headshot to my user profile?
Click on your user profile > View. Click on "Add Profile Image" in the Personal Information section. Click upload to add an image from your desktop/file folders to Mindmatrix. Click or drag and drop the image you want to add into the gallery. Select ...