How Can I See Which Entities I Manage?
Here are the steps to see which entities you manage:
- Login to your workspace
- On the left pane, click on "Account > My Profile"
- Click on the "Security" tab
- Review section "Workspace Administrator"
- Review section "Hidden Plan Administrator"
- Review section "Team Manager"
To learn more about hidden plans, click here.
To learn more about switching between workspaces, click here.
Related Articles
How Can I See Which Workspaces I Have Access To?
Here are the steps to view all workspaces you have access to: Login to your workspace On the left pane, click on "My Account > My Workspaces" You can also view the workspaces you are managing using the following steps: Login to your workspace On the ...
How Can I Programmatically Create Or Update Teams?
This article explains how you can create or update teams using simple API calls. To add or remove users from teams, see this article. To add or remove custom variables from teams, see this article. Create Or Update Teams To create or update teams, ...
How Can I Debug Formulas?
You can use debug mode to understand how formulas are applied to a sample transaction or sample payee. You will see how each formula statement was evaluated against your sample transaction or user (payee). Debugging Formulas - Sample Transaction To ...
How Can I Setup A Connection To NetSuite?
Overview By adding a NetSuite connection to your workspace, you can: Automatically import and sync sales transactions to your workspace We support any SuiteQL query as long as we can incrementally retrieve data (details) Newly created NetSuite ...
Getting Started With Sales Cookie - Admins
About This Guide This guide is designed to help you get started as a Sales Cookie administrator. We assume that we've already configured one or more incentive plans for you. Looking for a starter guide for your payees instead? Click here. This guide ...