Data Affected by Business Group Security
After enabling Business Group Security, you need to do the following to configure the feature for your organization:
1. Verify that all People records within your organization are assigned to the appropriate business groups. Assign People to business groups, as necessary. You can do this in the Organization > People area.
2. Create new roles of type Business Group Administrator and Business Group Executives, as needed.
You can do this in the Setup > Roles area.
3. Create Business Group Administrator and Business Group Executive users, as needed, and assign these users to the appropriate business groups.
You can do this in the Setup > Users area.
note: Refer to the Xactly Incent Reference Guide for more information about how to perform these tasks.
The following table outlines the data within Xactly Incent that is affected by Business Group Security:
| Tab | Sub-tab | Affected? | Notes |
|---|---|---|---|
| Home | Sales Dashboard | No | |
| Search Orders and Results | Yes | ||
| Plan Information | Yes | ||
| MyIncentives | ncentive Detail Individual Ranking Plan Summary Incentive Statement | No | |
| MyTeam | Team Incentive Detail Team Plan Summary Team Incentive Statement Monthly Incentive Overview Team Overview Team Ranking | No | |
| Organization | Titles | No | |
| People | Yes | The business group must be specified. Also, business group administrators can only search, view, create, modify, upload, download, audit, and delete Person records (and versions of Person records) that are assigned to business groups to which the administrators themselves are assigned. |
|
| Positions | Yes | The business group must be specified (note that the selected business group applies to all versions of the position.) In addition, business group administrators can only search, view, create, modify, upload, download, audit, and delete Position records that are assigned to business groups to which the administrators themselves are assigned. |
|
| Hierarchy | Yes | Business group administrators can view the entire hierarchy, but can only edit or delete relationships for positions in their business group. Also, only business administrators can create and delete hierarchy versions. |
|
| Named Relationships | Yes | Only business administrators can create and delete versions of Named Relationships. However, any administrator can create, modify, or delete relationships within a version. |
|
| Company Data | Product Customer Geography | No | |
| Quota | Yes | Business group administrators can only search, view, create, modify, upload, download, audit, and delete quotas (connected to a position) that are associated with business groups to which the administrators themselves are assigned. However, any administrator can edit Plan and Title assignments and their associated values. |
|
| Formulas | No | ||
| Rate Tables | Yes | Business group administrators can only search, view, create, modify, upload, download, audit, and delete rate tables (connected to a position) that are associated with business groups to which the administrators themselves are assigned. However, any administrator can edit Plan and Title assignments and their associated values. |
|
| Rules Library | No | ||
| Draws | Yes | Business group administrators can only view, create, modify, and delete draws that are associated with business groups to which the administrators themselves are assigned. |
|
| Plans | No | ||
| Reports | Reports Folders | Yes | The Incentive Statement only shows Order and Quota information for People outside your Business Group. The Incentive Details, Monthly Overview, and Team Overview reports all hide results data for People not in your Business Group. The Team Plan Summary report (Reports > Report Folders) and Plan Information area (on the Home Tab) do not display data for People outside of your Business Group. |
| Customize | No | ||
| Orders | Order Staging | No | |
| Batches | No | ||
| Processed Orders | No | ||
| Process Status | No | ||
| Validation Rules | No | ||
| Results | Credits Commissions Bonuses Draws Holds Payments Payment Balances Payment Status | Yes | Business group administrators can now only search, view, create, download, preview, finalize, release, and delete results (as appropriate for the specific result) that are associated with business groups to which the administrators themselves are assigned. |
| Release Groups | No | ||
| Templates | No | ||
| Document Mgmt | Templates > Plan Document Templates > Certification Letter | No | |
| Templates > Personal Content | Yes | Personal Content templates are assigned to People within Incent. Business group administrators can only create Personal Content templates if they are assigned to business groups that are associated with the latest active version of the corresponding Person record. |
|
| Route Documents | Yes | Business group administrators can only search, view, and route plan documents and certification letter that are associated with business groups to which the administrators themselves are assigned. |
|
| Document Mgmt | Status | Yes | Business group administrators can only search, view, recall, send reminders, and download plan documents and certification letters that are associated with business groups to which the administrators themselves are assigned. |
| Data | Export Import Status Bulk Extract | Yes | Only business administrators can perform these operations. |
| Preferences | Change Password myPreferences Password Policies Change Challenge Question | No | |
| Setup | Business Groups Preferences | No | |
| Roles | Yes | You need to assign a type to each role. |
|
| Users | Yes | You can specify the accessible business groups for business group administrator and business group executive. Note that business group administrators can only create managers and individual payee user types. |
|
| Calendar Exchange Rates Business Messages Type Codes Custom Fields Customize | No |
note: When using Xactly Modeling, Business Group Administrators cannot initialize data (in the Analysis > Initialize area). This operation is reserved for Business Administrators.