What Is A Production Workspace?
A production workspace is a "real workspace" in the sense that it does not include demo data. You should use a production workspace when you are ready to implement your sales incentive program.
You can also use production workspaces for experiments. However, if you do not upgrade to a paid plan, the production workspace will be deleted after 14 days.
To learn more about demo workspaces, click here.
To learn more about how to create a new workspace, click here.
What Is a Demo Workspace?
A demo workspace is designed to let you experiment with fake data. All demo workspaces are deleted after 14 days. All demo workspaces include demo users, teams, plans, calculations, reports, etc. You should not re-purpose demo workspaces as ...
When Should I Create a New Workspace?
You should create a new workspace when: You are currently using a demo workspace and are ready to configure a production one You have multiple business units, and want to isolate each business unit's sales incentive management from other ones You ...
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 ...
How Can I Create A New Workspace?
Here are the steps to create a new workspace: Login to your workspace On the left pane, click on "My Account > My Workspaces" Select the type of workspace you want to create (empty or demo workspace) Click on "Add" A new workspace will be created You ...
How Can I Rename A Workspace?
Here are the steps to rename a workspace: Login to your workspace On the left pane, click on "My Account > My Workspaces" Click on "Edit" for the workspace you want to edit Enter the new name and description for the workspace Click on "Save" Your new ...