Once you've configured a sales incentive plan to be legally protected, you can check the status of user enrollments using the following steps: - 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)
- The last column shows you the user's enrollment status:
- No Enrollment Requested
- You selected "No Enrollment - Hide Plan Terms & Conditions"
- Terms Not Viewed
- You selected "No Enrollment - Show Plan Terms & Conditions" but the user has not yet seen the plan's terms and conditions
- Last Viewed Terms <Date>
- You selected "No Enrollment - Show Plan Terms & Conditions", and the user has seen the plan's terms and conditions
- Email Sent <Date>
- You selected either "Require Enrollment - Use Checkbox Acceptance" or "Require Enrollment - Use E-Signature Acceptance", and an email has been sent to request enrollment (but the user has not yet enrolled)
- Not Yet Enrolled
- You selected either "Require Enrollment - Use Checkbox Acceptance" or "Require Enrollment - Use E-Signature Acceptance", but the user has not yet accepted the plan's terms and conditions (and no enrollment email was sent)
- Enrolled <Date>
- You selected either "Require Enrollment - Use Checkbox Acceptance" or "Require Enrollment - Use E-Signature Acceptance", and the user has accepted the plan's terms and conditions
If the last column shows "Enrolled <Date>", you can click on the button to review each user's enrollment acceptance. A new window is opened and shows:
- The terms and conditions accepted by the user
- The user's signature (if a signature was requested)
- The acceptance client IP address
- The acceptance time stamp
To learn more about the legal editor, click here.To learn more about plan legal options, click here.