Setup & Deployment
Who Can View Or Publish Report Data?
Both full and limited admins can generate and view reports. However, only full admins can publish, update, or delete reports to the report dashboard. Also, when a report renders data, it automatically filters data as per what the user is authorized ...
How Can I Find Which Users Have Which Role?
Here are the steps to find which users have which role: Login to your workspace On the left pane, click on "Users > All Users" In the search bar, enter "Full Admin" (or "Limited Admin", "Participant", etc.) The list of users having the specified role ...
What Can Limited Admins Do?
Users with the limited admin role have read-only access to all entities in the workspace by default - including sales incentive plans. However, you can hide plans (and their related calculations, credits, and rewards) from them. You can also choose ...
What Does "Exit Demo Mode" Do - Will My Data Be Lost?
When you click on "Exit Demo Mode", we: Create a new (empty) production workspace Make you the only full admin of this new workspace Switch your view to this new workspace You can always go back to your demo workspace. To learn more about how to ...
What Is The Purpose Of Tags On Users / Teams?
Tags specified on users and teams have three purposes: Allow you to view details without having to open each user or team's form Example: job title, business unit, experience level, etc. Allow you to more conveniently search for users or teams ...
Who Can Create, Update, Or Deactivate Users?
Only full admins can create, update, or delete users. Limited admins cannot create, update or delete users. To learn more about different roles, click here. To learn more about limited admins, click here.
Who Can Create, Update, Or Delete Teams?
Only full admins can create, update, or delete teams. Limited admins cannot create, update or delete teams. To learn more about different roles, click here. To learn more about limited admins, click here.
Who Can View Users And Their Details?
All full and limited admins can view users. Note that salary information is not accessible to limited admins - only full admins will see this field. There is currently no way to hide specific users from specific limited admins. To learn more about ...
Why Do Some Of My Users Have Tags I Did Not Create?
When you add users, and you specify job titles, we automatically add those job titles as user tags. This is useful when you design an incentive plan as it allows you to target users having a certain position / job title.
Who Can View Teams And Their Details?
Only full and limited admins can view teams. There is currently no way to hide specific teams from specific limited admins. To learn more about different roles, click here. To learn more about limited admins, click here.
Is It Problematic To Create Teams Without Managers?
Creating teams without managers is perfectly normal. However, if you configure rewards to be assigned to team managers, this may cause reward assignment to fail. If this is the case, you will be notified via a system alert.
Who Can Save, Edit, Or Delete Saved Queries?
Only full admins can save, update, or delete saved queries. Limited admins cannot save, update, or delete saved queries. You can also hide transactions from limited admins by editing workspace security settings. To learn more about different roles, ...
How Can I View The Team Hierarchy?
Here are the steps to view the team hierarchy: Login to your workspace On the left pane, click on "Teams > Hierarchy" You will be presented with a visual representation of the hierarchy You can click on team cards to view more details If the ...
What Happens When I Delete a Team?
The following happen when you delete a team: The team itself is deleted Users who are members of the team are NOT deleted The team child hierarchy is NOT deleted All child teams are re-parented The deleted team's own parent becomes their new parent ...
How Can I Create A New Team?
Here are the steps to create a new team: Login to your workspace On the left pane, click on "Teams > Add Team" Enter the name of the team (and other details) Click on "Save" A new team will be created Once created, notice that new tabs are displayed
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 ...
How Often Do Automated Transaction Imports Run?
When you configure automated import of sales transactions from connections, we will retrieve new (and updated) transactions every hour. Those imports are performed in the background, and do not result in user notifications (so as to avoid excessive ...
What Is The Difference Between Team Managers And Users' Direct Managers?
Given a user: This user may have one direct manager (specified directly on the user's page) This user may also belong to different teams, each having a different team manager There are a few differences between the two: Each user can only have 1 ...
How Can I Automate My Transactions Imports?
Applicability This article applies to the following situation: You have been performing manual transaction imports using CSV files You have a source sales or accounting system with sales transactions You want to automate transaction import into Sales ...
How Can I Manage My Automated Transaction Imports?
Applicability This article applies to the following situation: You have configured a connection from a system such as QuickBooks, HubSpot, SalesForce, Stripe, Chargebee, Xero, Dynamics, etc. You configured automated (recurring) imports of ...
How Can I Delete A Workspace?
Here are the steps to delete 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 delete Click on "Delete" and get redirected to the account page Type the name of ...
How Can I Switch To A Different Workspace?
Here are the steps to switch to a different workspace: Login to Sales Cookie At the top right corner, click on your profile icon Click on "Workspaces" Click on the tile for the workspace you want to switch to You will be switched to the selected ...
Which Workspace Security Settings Are Available?
Workspace security is mostly managed via user roles. However, some additional workspace security settings are available. Here are the steps to edit security settings: Login to your workspace On the left pane, click on "Settings > Security" Click on ...
Can Users Have Different Currencies?
Sales Cookie in designed to handle currencies in every aspect of your sales incentive program - including the ability to assign rewards to users using different currencies. To learn more about currency conversion, click here. To learn more about ...
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 ...
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 ...
Which Workspace Currency Settings Are Available?
Sales Cookie understands non-ambiguous symbols such as 'USD' or '€'. However, when processing transactions, we may encounter ambiguous currency symbols such as '$' (does it mean US or Australian Dollar?). Workspace currency settings help us ...
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 The Product Catalog For?
You are NOT required to enumerate all products or services you offer in the product catalog. Nor is the product catalog intended to represent all aspects of your offerings. However, we may encounter situations where we cannot calculate incentives ...
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 ...
Which Format Do You Support When Importing Transactions?
We do not have a pre-defined, preferred format. We provide different ways to ingest sales transactions - from CSV files, from CRM and accounting systems (ex: QuickBooks, HubSpot, SalesForce, Stripe, Chargebee, Xero, Dynamics, etc.), from FTP, from ...
Which Workspace Time Zone Settings Are Available?
Your sales teams may reside in different time zones. However, when processing transactions to perform incentive calculations, we need to use a reference time zone. Your workspace's reference time zone is used by all calculations to determine whether ...
How Can I Enforce An Auto-Logout Timeout?
As a user, you can configure auto-logout using the following steps: Login to your workspace On the left pane, click on "My Account > My Profile" Click on the "Security" tab Select a value for "Log Me Out When Inactive For" Click on "Save" Click F5 to ...
How Can I Learn About Managing Incentive Plans?
Here is a good way to start learning about Sales Cookie: Login to your workspace Click on "Dashboard > Overview" Click on the "Learn" tab Complete through basic training You can also create a new demo workspace, as well as click on "Overview" menus ...
How Can I Add A Connection?
Here are the steps to create a new connection: Login to your workspace On the left pane, click on "Systems > Connections" Select the type of connection you want to add Follow the instructions on the page for the type of connection Here is a brief ...
Why Should I Add A Connection?
Adding a connection can help you fully automate or streamline the following: Adding Users When you add users to Sales Cookie, you can select a connection, and we will fetch users from your source system (ex: SalesForce). You can also use this feature ...
What Is A Connection?
Connections help you import users and sales transactions from various sales or accounting systems. The import can be one-time, or fully automated. Connections include: CRM connections We provide native support for systems such as QuickBooks, HubSpot, ...
Why Do I Need To Map Fields When Importing Transactions?
We need fields to be mapped in order to: Perform certain calculations (ex: calculate revenue or profit) Prevent duplicate transactions from being created (ex: mapping to the Unique ID category) Extract currency symbols from fields Understand if a ...
Why Do I Need To Import Transactions?
In order to efficiently determine sales performance and calculate incentive rewards, Sales Cookie requires sales transactions to be imported. For each incentive plan you design, you can specify a saved query, which will filter imported transactions ...
What Are Some Pre-Requisites For Using Sales Cookie?
There are no pre-requisites to using Sales Cookie. We do NOT require any of the following: Provisioning servers Setting up new permissions in your environment Purchasing additional software / hardware Providing a credit card at sign up You can start ...
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