The Setup functionality is a tool for users with appropriate permissions to handle essential configurations necessary for system usage and bonus scheme management. Depending on their role access rights, some users may have the ability to view or edit certain Setup configurations.
To access Setup, simply click on the ‘Setup’ button located in the navigation bar.
Setup button
| Configuration | Managed by |
|---|---|
| Users: view/create/delete the users that can access the system. | Users with setup write permission |
| Roles & Permissions: view/create roles and manage the access rights for each role. | Users with setup write permission |
| Global Positions: view/create/delete global positions and manage their visibility over teams. | Users with setup write permission |
| Cycles: view/create cycles for which bonuses are defined and calculated. | Users with setup write permission |
| Teams: view/create teams; bonus schemes are defined and managed by teams. Teams include the Rep and manager positions. | Users with setup write permission |
| Predefined KPIs: view the predefined KPIs available in the system. | Users with setup read permission |
| Custom KPIs: view/create/edit custom KPIs. | Users with setup write permission |
| Bonus Scheme Types: view/create/edit bonus scheme types | Users with setup write permission |
| Payout Curves: view/create/edit/delete payout curves. | Users with setup write permission |