Adding or Updating Admins in Insights

Since Insights is housed on our Incent platform, users are set up via Incent and not through the Express app. Initially, when Insights is purchased, Incent Support will create a business within the Incent platform and assign the main Sales Admin a role. All additional Sales Admins need to be added by the company from that point on.

To add a user:

1. Go to login.xactlycorp.com
2. Setup > Users > Add User
3. Under "Accessible Applications" click "Incent" > Update User

NOTE: Only Business Administrators can view Insights. All Incent users need to set up as a Business Administrator.