The level of access to system functionality and data for a user is determined by their role(s) and position(s). In simple terms, the user’s role defines what they can do (which actions they can perform), and their position specifies on which data they can perform these actions.
The role represents a reflection of the functions that exist in the organization and which are relevant for incentives management, e.g. Commercial Excellence, Franchise Head, Rep, First Line Manager.
Each role has different involvement in the incentives management, a ComEx creates bonus schemes, a FranchiseHeads approves bonus schemes and exceptions, an FLM inputs KPI values & raises exceptions, etc.
Based on the desired involvement in the process we assign different permissions (rights) to each role.
The role is abstract, representing the function within the organization. In the same organization, we can have multiple people (users) having the same role but focusing on different things (data), e.g. Franchise Head Oncology, Franchise Head Cardiology. Each of the above represents a different position in the organization. The position is somewhat synonymous with territory from CRM.
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The position is an independent concept from a user (person), as different users may occupy a position at different points in time, but only ONE user can be assigned a position at a given point in time.
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In CEX Incentives we can define 3 types of roles:
The role type specifies the level of visibility that the respective role can have.
Global Roles have visibility and action across multiple teams and to all the data within a team.
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The global roles are still within the affiliate organization, they are not above-market roles.
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Team Roles are part of a specific team and will have direct reports. Their visibility and actions are restricted to their direct reports.
Single Roles are part of a specific team but are individual contributors and do not have any direct reports.