Setup > Users You can use the Users area to define users in Xactly Incent, assign roles, and provide Incent and Modeling access. A user is required for defining people who […]

Important Notes Browser “Back” button not supported The Back button is not supported as a way to navigate pages in Xactly Incent or Xactly Modeling. Order Item Batch Size Xactly […]

How to… This section describes how to use Xactly Incent. Manage Messages 1. Click the  button in the main menu (top right of the screen). The Messages dialog appears. Messages […]

Submitting Customer Data for Xactly Incent When submitting customer data for use with Xactly Incent, Xactly offers a Secure FTP (SFTP) site that you can use as a staging area. […]

Session Timeouts Xactly Incent and Xactly Modeling checks for user inactivity and, after a certain period (set using the SESSION_TIMEOUT preference in the Setup > Preferences area), terminates the session. […]

Support for Unicode Character support in Xactly Incent is based on the Unicode standard. This means that you can enter, store, and display a wide variety of characters, including multi-byte […]

Access Control / Privileges Xactly Incent provides four sample (seed) roles that you can assign, and which have certain set privileges that you can modify. In addition to these seed roles, […]

Application Layout Before setting up the Xactly Incent application and compensation details, you should familiarize yourself with the Xactly Incent application. The following shows the general layout of the application. […]

Incent Administrator Reference Guide Introducing the Help Center This help center is organized to match the design of the Xactly Incent application user interface. The Xactly Incent application is divided […]