What Can Participants Do?
Users with the participant role do not have access to any management aspect of your workspace. All they can do is access their personal incentives dashboard.
However, some participants may be able to view other user's personal incentives dashboards:
- Direct managers can always see their reporting hierarchy's personal incentives dashboards
- Team managers can view their team member's dashboards (including sub-teams), but only if the team was configured to allow this
What Is A User?
Users help you manage incentive plans within a workspace - or are simply participants. In which case, they will not have access to your management workspace (only to their personal incentives dashboard). Good to know: Full admins have full control ...
What Is A Workspace?
A workspace is a secure container with all your participants, sales incentive plan configuration, sales transactions, reports, etc. Good to know: Each workspace contains all your configuration and settings Most organizations will only use one single ...