How Can I Reset User Enrollments?

When you legally protect your sales incentive plan, you can require users to formally enroll. If you make material changes to your plan, you may want to reset all user enrollments to the "not enrolled" status.

Here are the steps to reset user enrollments to "not enrolled":

• Login to your workspace
• On the left pane, click on "Plans > All Plans"
• Search for your plan
• Click on the plan row
• Click on the "Beneficiaries" tab (if needed)
• Click on "Reset Enrollments"
• All user enrollments are reset

To learn more about plan legal options, click here.
To learn more about how to view user enrollment status, click here.

Resetting Enrollments

When you reset user enrollments, previous enrollments are not deleted - they are only hidden from the web application. Please contact our support team for assistance.

• Related Articles

• How Can I Reset User Recoverable Balances?

  When you you assign positive recoverable rewards (advances) to a user, their sum is tracked as an owed balance. Similarly, when your assign negative recoverable rewards (repayments) to a user, their sum is deducted from the rep's balance. The most ...

• How Can I Access Sales Incentive Data Using API Calls?

  You can use the OData protocol to access sales incentive data in a read-only manner. To learn about the OData V4 API standard, refer to this article. Your API Key and associated OData URL enable you to programmatically retrieve plans, calculations, ...

• What Happens When I Delete A Calculation?

  When you delete a calculation, the following happens: Associated released credits are deleted (they disappear from user personal incentive dashboards) Associated released rewards are deleted (they disappear from user personal incentive dashboards) ...

• What Happens When I Delete A Plan?

  When you delete a plan, the following happens: Associated calculations are deleted Associated credits are deleted (they disappear from user personal incentives dashboards if released) Associated rewards are deleted (they disappear from user personal ...

• What Are Credits?

  Credits are the result of crediting sales transactions to specific users or teams (depending on how you configure your plan). When a user is credited with a sales transaction, it is recorded as a credit. Essentially the user has been assigned ...