How to Enable Business Group Security

The Business Group Security preference specifies whether business group security is
enabled for your organization. Business group security enables you to control the
access that administrators and executives have to data within Incent.

note: Business Group Security is supported in Xactly Incent, Modeling, Analytics, and
the Xactly Sandbox. Business Group Security is not supported in Xactly eDocs &
Approvals, Credit Assignment, Objectives, and Xactly Connect. By default, Business
Group Security is disabled for an organization.

To enable this preference:

1. Click the Setup tab, then click Preferences in the secondary menu. The Preferences
screen appears.

2. Click BUSINESS_GROUP_SECURITY. The name field is automatically populated. (This
field cannot be edited.)

3. Choose Yes from the drop-down menu in the Value* field to enable business
group security.

After enabling business group security, two new roles become available in the
Setup > Roles area: Business Group Administrator and Business Group Executive.
Also, the Business Group field becomes a required field in the Organization > People
area.

note: After enabling business group security in the Setup > Preferences area, it is
not possible to disable business group security for your organization.

4. Click the Save button. The BUSINESS_GROUP_SECURITY preference is modified.