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, you can also create new roles to meet your specific business needs.

Note that all default privileges are set for “Read-Write,” allowing users full access to create, edit, and delete operations. “Read-Only” access is available for multiple page privileges, restricting users to view-only access to a given page.

The seed roles and privileges are listed below:

Sample RolesAccess Control/Privileges
AdministratorThe role has access to the following tabs and all menus within the tabs:
  • Executive Privilege: This privilege is normally given to users who are not on incentive plans, but need visibility into the incentives of others. A role that is assign this privilege is able to view all information in the system.

  • Setup

  • Home

  • Preferences

  • Organization

  • Company Data

  • Plan Design

  • Reports

  • Orders

  • Results

  • Document Mgmt
Sales RepresentativeThe role has access to the following tabs and all menus within the tabs:
  • Home

  • myIncentives

  • Incentive Estimator

  • Reports

  • Document Mgmt
Sales ManagerThe role has access to the following tabs and all menus within the tabs:
  • Home

  • myIncentives

  • myTeam

  • Incentive Estimator

  • Reports

  • Document Mgmt
ExecutiveThe role has access to the following tabs and all menus within the tabs:
  • Executive Privilege: This privilege is normally given to users who are not on incentive plans, but need visibility into the incentives of others. A role that is assigned this privilege is able to view all information in the system.

  • Home

  • Reports