How to…

This section describes how to use Xactly Incent.

Manage Messages

1. Click the Screen Shot 2016-06-10 at 2.08.06 PM button in the main menu (top right of the screen). The Messages
dialog appears.

Screen Shot 2016-08-11 at 11.03.21 AM

Messages Dialog

Unread messages appear in bold.

2. To display a message, click on the corresponding entry in the list. The message
appears in the bottom portion of the dialog.

3. To reply to a message, click either theScreen Shot 2016-08-11 at 11.06.10 AM button or the Screen Shot 2016-08-11 at 11.08.45 AM button. The
Send a Message dialog appears.

Do the following:

a. (Optional) In the To field, modify the recipients of the message, as required.
b. (Optional) In the Subject field, modify the text as required.
c. In the Message field, type the text of the message.
d. Click the Screen Shot 2016-08-11 at 11.09.44 AM button to send the message. Alternatively, click the Screen Shot 2016-08-11 at 11.10.33 AM
button to dismiss the dialog without sending the message.

4. To create a new message, click the Screen Shot 2016-08-11 at 11.10.44 AM button. The Send a Message dialog
appears.

Do the following:
a. In the To field, type the recipients of the message.
b. In the Subject field, type the subject of the message.
c. In the Message field, type the text of the message.
d. Click theScreen Shot 2016-08-11 at 11.09.44 AM button to send the message. Alternatively, click the
Screen Shot 2016-08-11 at 11.10.33 AM button to dismiss the dialog without sending the message.

5. To delete a message, select a message in the list and click the Screen Shot 2016-08-11 at 11.24.48 AM button. A confirmation
dialog appears.

Click the Screen Shot 2016-08-11 at 11.24.55 AM button to delete the message. Alternatively, click the
Screen Shot 2016-08-11 at 11.10.33 AM button to dismiss the dialog without deleting the message.

6. To mark a message as read or unread, select the message in the list, click the Screen Shot 2016-08-11 at 1.12.38 PM
button, and choose either Mark as Read or Mark as Unread using the drop-down
menu.

7. To view your sent messages, click the Sent link near the top of the dialog.

8. To download all messages, click the Screen Shot 2016-08-11 at 1.12.38 PM button and choose Download All using the
drop-down menu.
Depending on your browser, a dialog might appear allowing you to specify where
to save the file.

9. Click the Screen Shot 2016-08-11 at 1.14.02 PMbutton to close the Messages dialog.

 

Manage Downloads

You can use the Downloads area to display and access downloads created throughout
Incent.

1. Click theScreen Shot 2016-06-10 at 2.08.06 PM button in the main menu (top right of the screen). The Downloads
dialog appears.

Screen Shot 2016-08-11 at 1.15.51 PM

Downloads Dialog

The Downloads dialog displays the following information:

Screen Shot 2016-08-11 at 1.17.15 PM

 

2. To sort the columns, click theScreen Shot 2016-08-11 at 1.18.55 PM buttons to sort the corresponding columns either
ascending or descending.

3. To find specific downloads, type part of the file name in the Search text box, and
click the Screen Shot 2016-08-11 at 1.19.33 PM button. The search results appear.

4. To filter downloads, select the appropriate status using the Download Status dropdown
list.

You can filter downloads based on the following statuses:

• ALL
• COMPLETED
• IN PROGRESS
• FAILED

5. To copy a download to your local machine, click the Screen Shot 2016-08-11 at 1.21.15 PMbutton corresponding to
the download you need to copy.
Depending on your browser, a dialog might appear allowing you to specify where
to save the file.

6. To delete a download, click the Screen Shot 2016-08-11 at 1.21.25 PM button corresponding to the download you
need to delete. The Confirm Delete dialog appears.
Click the buttonScreen Shot 2016-08-11 at 11.24.55 AM to delete the download. Alternatively, click the
Screen Shot 2016-08-11 at 11.10.33 AM button to cancel the operation without deleting the download.

7. Use the page navigation buttons to navigate between the pages of downloads.

 

Edit Your Profile

You can edit your Xactly profile, including changing your profile photo and signature,
as needed.

1. Click the Welcome <Your Name> link, and choose Edit Profile in the drop-down
menu. The Profile dialog appears.

Screen Shot 2016-08-11 at 1.25.58 PM

Profile Dialog

2. To change your profile photo, click the Change photo button and choose one of
the options in the drop-down menu.

To upload an image:

a. Choose Upload photo in the drop-down menu. Select the image in the dialog
that appears. A new dialog then appears allowing you to crop the image to a
standard size.
b. Use your mouse to crop the image, as required.
c. Click the Save Changes button to set the image as your profile photo. Alternatively,
close the Close button to return to the Profile dialog without changing
your photo.

To take a photo using a camera attached to your computer:

a. Choose Take Photo in the drop-down menu. A dialog appears allowing you to
capture the image.
b. Click the Take Photo button. A dialog appears allowing you to crop the image
to a standard size.
c. Use your mouse to crop the image, as required.
d. Click the Save Changes button to set the image as your profile photo. Alternatively,
close the Close button to return to the Profile dialog without changing
your photo.

3. To remove your profile photo, click the Change photo button and choose Remove
photo in the drop-down menu. The photo is removed, replaced by the Xactly avatar.

4. In the Signature box, sign your name using either your mouse or a graphics tablet,
if available.
This signature appears on plan documents and certification letters. Users see the
signature when either accepting or declining these documents. Others see the
signature only after the document has been accepted or declined.
Click the Clear button to erase the Signature box and start again.

5. Click the Save Changes button to save your profile photo and signature. Alternatively,
click the Cancel button to dismiss the Profile dialog without updating your
profile.

 

Manage Your Password

You can manage your Xactly password, including changing your current password
and modifying your challenge question, as needed.

A password must be 5 to 12 characters long, depending on your organization’s password
policies, and can contain any combination of upper- and lowercase alphabetical
or numeric characters.

1. Click the Welcome <Your Name>  link, and choose Manage Password in the dropdown
menu. The Manage Password dialog appears.

Screen Shot 2016-08-11 at 1.34.47 PM

Manage Password Dialog

2. In the Old Password field, type your existing password.

3. In the New Password field, type your new password.

note: The password cannot contain any part of the user name. Also, you cannot
reuse any of your last 12 passwords.

4. In the Confirm New Password field, type your new password again.

5. In the Challenge Question field, choose your challenge question using the dropdown
list.

6. In the Answer field, type your answer to the challenge question.

7. Click the Screen Shot 2016-08-11 at 1.41.10 PM button. Alternatively, click theScreen Shot 2016-08-11 at 11.10.33 AM button to dismiss
the dialog without saving your settings.

 

Change Your Preferences

You can change your application preferences, including setting your preferred date
and number formats, time zone, and language.

note: Your changes take effect the next time you log in.

1. Click the Welcome<Your Name> link, and choose Change Preferences in the
drop-down menu. The Change Preferences dialog appears.

Screen Shot 2016-08-11 at 1.52.45 PM

Change Preferences Dialog

2. In the Date Format field, choose the appropriate format using the drop-down list.
You can choose from among the following options:

Screen Shot 2016-08-11 at 1.53.48 PM

note: The date format you set here is used in all date fields, including custom fields,
in Xactly Incent.

3. In the Number Format field, choose the appropriate format using the drop-down
list.

You can choose from among the following options:

Screen Shot 2016-08-11 at 1.55.40 PM

note: The number format you set here is used in all currency fields, including custom
fields, in Xactly Incent.

4. In the Time Zone field, choose the appropriate time zone using the drop-down list.

5. (If available) In the Language field, choose the language in which the application
should appear.

note: Only certain portions of the application are currently affected by the language
setting. Also, administrators or business group administrators cannot
change their language setting.

The available languages are specified using the BUSINESS_LANGUAGES_ACTIVE
preference (in the Setup > Preferences area).

6. Click theScreen Shot 2016-08-11 at 1.41.10 PM button. Alternatively, click theScreen Shot 2016-08-11 at 11.10.33 AM button to dismiss
the dialog without saving your settings.

 

 

Display Help

You can display the Xactly help documentation directly from the application.

• Click the Welcome <Your Name> link, and choose Help in the drop-down menu.
The Xactly help documentation page appears.

 

Access Support

You can access the Xactly Customer Success Portal directly from the application.

• Click the Welcome <Your Name> link, and choose Support in the drop-down
menu. The Xactly Customer Success Portal appears.

 

Display Information about Xactly Incent

You can display information about Xactly Incent, including the release version, privacy
policy, security notice, and terms of use.

1. Click the Welcome <Your Name>  link, and choose About Xactly in the drop-down
menu. The About Xactly dialog appears.

2. Click the Privacy Policy button. A new window appears showing the Xactly privacy
policy.

3. Click the Security Notice button. A new window appears showing the Xactly security
notices.

4. Click the Terms of Use button. A new window appears showing the Xactly Agreement
Terms and Conditions.

5. Click the Screen Shot 2016-08-11 at 2.21.38 PMbutton to dismiss the dialog.

 

Log Out From Incent

• Click the Welcome <Your Name>  link, and choose Logout in the drop-down menu.