Installing and Logging into the App

You can access your Incent-based compensation information using an Apple iOS device. This article describes how to install the application on your device, how to launch the app and log in, and how to try the app in demo mode using sample data.

This article also describes how to change your login settings, and how to display basic login help.

How to…

This section describes how to install and launch Xactly Incent for iOS.

Install Xactly Incent for iOS

1. On the Home screen, tap the  icon to launch the Apple App Store. The App Store screen appears.

2. Search for “Xactly Incent”. The search results appear.

3. Tap the  button next to the Xactly Incent app.

4. Confirm the action. The application automatically downloads and installs.

Launch the App

1. On the Home screen, tap the  icon to launch Xactly Incent for iOS. The login screen appears.

Xactly Incent for iOS Login Screen

2. To log in using your Xactly login credentials, do the following:

a. Type your user name in the Username field and click the  button.
b. Type your password in the Password field.

Note that the user name you typed on the previous screen is shown to ensure that you are signing into the intended account.

c. Click the  button. The principal dashboard appears.

Try the Application

On the application login screen, tap the Demo button. The principal dashboard appears allowing you to demo the application using sample data.

Tap the Screen Shot 2016-08-31 at 4.15.01 PM button and then tap Login to log in to the app from demo mode.

Change the Login Settings

1. On the application login screen, tap the  button. The Settings screen appears.

Login Settings Dialog

2. Choose the login configuration.

You can choose from among the following options:

• Xactly Standard Login
• Custom Login

Type the URL if you selected Custom Login.

3. In the Privacy section, enable the switch to have the app remember your username when logging in.

Similarly, you can disable the setting, as required.

4. Tap the   button to save the updated login configuration.

Display Login Help

1. On the application login screen, tap the Help button. The Help dialog appears.

Xactly Incent Help Dialog

2. Tap the Screen Shot 2016-08-31 at 4.14.31 PM button to dismiss the dialog.

Log out of the Application

1. Tap the Screen Shot 2016-08-31 at 4.15.01 PM button (near the top left of the screen) to show the Dashboards and My Report menu.

2. Click the  button to log out of the app.