How to assign a badge on Incenteev?
The badge feature on Incenteev allows you to recognize your team members' efforts, contributions, and achievements. Thanks to a simple interface and customized options, you can create, assign, and manage badges effectively. 👇
Here are the steps to assign a badge to your team members:
Step 1: Access badge management
Go to your organization's administration
In the "Users" block, click on "Manage user badges"
Step 2: Create a new badge
Click on the button _****"+Pochi lettoriWhat's the difference between a participant and a member ?
Why do you need to add members to a space (challenge, dashboard, newsfeed or quiz collections) even though you've indicated them to be participants?
For a better understanding of the distinction between members and participants, let's take the example of a football match.
In this type of event we generally have two populations : Players and all those who come to watch the game for various reasons (coaches, technical teams, spectators, journalists…)
To have access to the stadium on the day oPochi lettoriHow to add or edit a workspace administrator?
Administrators will have control over editing challenges. They will also be automatically added as members of the challenge workspace.If you want to assign administrator(s) to a workspace on the platform, here are the steps for each type of workspace:
Dashboards:
To create a new Dashboard, please follow the steps in this article:How to create a dashboard?
Once the dashPochi lettoriHow to validate, return and refuse contributions
Whether you have opted for automatic or manual validation, it's useful to consult contributions to analyze them, but also to guarantee their quality. Among contributions shared, some of them don't bring value or don't respect the rules. You can decide to refuse or to return them.
To do this, simply click on the tab "Manage contributions" located in the top right of the homepage.
You then will have access to all contributions and can filter them according to their status (validatePochi lettoriHow to change the color of a specific workspace?
If you wish to change or edit the primary color of a workspace:
Go to the workspace
Click on the "Edit" button at the top right, represented by a pencil icon
Click on the "Edit" button next to the "Theme" option
Choose the "Custom" option
Select the color for this specific workspace!
Don't forget to click on "Save"
💡 Note: This is also where you can[change the workspace banner](https://www.google.com/searchPochi lettoriWhat are the different types of indicators you can create?
When creating an indicator, the first step is choosing a data source. This determines the information used to calculate your indicator scores.Here are the different available data sources:
Dataset This source creates an indicator from field values within an imported dataset on the platform.
Form This source uses field values from a form to create an indicator based on user responses.
General Activities This source tracks general user interacPochi lettoriHow to add/edit/delete an evaluation criterion to a topic ?
You want to add a criterion to an existing evaluation topic ? You're in the right place! 👇
Once you have created all your evaluation topics and sub-topics, you can start to add to them some evaluation criteria.
What is an evaluation criterion?
A criterion is the object that will be evaluated for each participant on a certain topic. It contains a question and a score scale and could become an item in a coaching sessions.
🧐A topic can't contain at the same time criteria and sub-topics. It wPochi lettoriHow to hide/show features for your organization and users?
Steps (Organization)
1️⃣ Go to Organization Administration → Features & Add-ons.
2️⃣ Click Configure.
3️⃣ Toggle features ON/OFF (Coaching, Team Meetings, Focus, Dashboards, Challenges, Programs, Quizzes, Documents, My Tools, Members).
4️⃣ (Optional) Enable Activate for new members to show it by default to newcomers.
5️⃣ Save changes.
ℹ️ Disabling here hides the menu item for the whole organization.
Steps (Per uPochi lettoriHow do I change the hierarchical position of a user?
There is a change in your teams? You want to assign a user to another sector, another region, another division...?
You can do it by changing the hierarchical attachment of a user. 👇
Change the role via the user's profile
To do this, you have the quick method, by going directly through the user's profile.
You have to :
Go to the user management settings by clicking on the "Settings" button at the top right, then "Organization Administration" and finally "****ManagePochi lettoriHow to manage registration links?
As an administrator on the Incenteev platform, you can generate registration links for your users.This can be useful for granting direct access to a specific group, workspace, or adding users directly into a hierarchical level or role. This feature also allows new individuals to register directly on the platform, provided you have available licenses (in which case, we recommend leaving the "Accept registration without validation" option unchecked so you can review new sign-ups). Here is everPochi lettoriHow to create/edit/delete an evaluation topic?
You've just added the Evaluation and Self-evaluation feature or you have new topics to evaluate? You're in the right place! 👇
Once you've accessed the evaluation topics configuration page, you will have the possibility to create evaluation topics.
What is an evaluation topic?
An evaluation topic is a theme that you want to evaluate on a certain population of the platform. It is composed by only a title but will be associated to some objects with a parental relation. These objects can be :Pochi lettoriHow to create, edit or delete a discussion group?
The news feed is a real exchange space. It allows you to accelerate the feedback from the field, to share best practices and to encourage and reward video testimonials of the best performances.
It considerably reduces the number of e-mails and creates a real community to grow the team spirit around your corporate values.
How to create your discussion group ?
Click on the "New" button
Choose the "Group" tab
Then click on "Create".
You will then be taken tPochi lettoriHow do I get a list of users who never connected and invite them again to join the platform?
As an administrator, one of your main challenges can be the integration of your new platform and helping the users adapt to it and familiarize themselves.
How to get a list of users who never connected?
To find out who has never registered or joined your platform, despite the invitation sent to them, you just need to:
Go to the "Organization Administration" page, by clicking on the "Settings" button located in top right corner of the menu bar at the top of the page
Click on "ManaPochi lettoriHow to edit a user's permission profile?
Would you like to edit a user's permission profile?(All about permission profiles) Nothing could be easier!
Go to the profile of the user in question and click on the three-dots button next to their name, then select "Edit profile".
Scroll down to find a field titled "Permission Profile".Clicking on the tab opens a drop-down menu with availPochi lettoriHow to add multiple identifiers to the same user
Although the default identifier on Incenteev is the user's email address, you can also add other identifiers used within your organization (employee ID, HR IDs, etc.). To do so, follow these steps:
Go to "Settings" at the top right of your window and click on "Organization Administration".
In the "Users" section, select "Manage multiple identifiers".The following window will appear:
Click on the "+ ADD" button to the right of the user to whom you want to add a new identifier.
Enter thPochi lettoriHow to change the banner of a specific workspace?
If you wish to change or edit the banner of a workspace:
Go to the workspace
Click on the "Edit" button located at the top right, represented by a pencil icon
Click on the last tab titled "Summary" on the horizontal menu bar, whether in a challenge:
or a dashboard:
Scroll down and click on the "Edit" button next to the "Theme" option
To upload a custom banner you created:
Click on the "Custom theme" option
If an image is alPochi lettoriHow do I build the Hierarchy file?
The Hierarchy file defines the hierarchical structure that will rule your platform. It is composed of several hierarchical levels and roles that will determine the position of the users in the hierarchy of your platform.
Schematized example of a hierarchy:
[
Organization Administration
Manage Users
Click on Upload a file of users
At the bottom of the page, you wPochi lettoriAccount deletion
Incenteev being a B2B application, the deletion of your account must be requested to your administrator in your company. Incenteev cannot delete your account while your company provides you an active license.
If your license has been disabled by your administrator, deleting the data can be done either by your administrator or by contacting the Incenteev support staff at support@incenteev.com, mentioning the email address of your account.
In case of ending the coPochi lettoriHow to invite or reinvite users ?
You first Incenteev project is getting real, and you have just created your first users base or....
... your project is already up and running, but you wish to share this success with new users.
Wherever you are on you Incenteev experience, it is time to let you collaborators know that they can access the platform and start being part of this amazing project.
As you probably already understood, to invite or reinvite your users will allow them to be aware that they have been added on the platfPochi lettoriHow to automatically update the user base via FTP?
Want to simplify user database management and save time? This article is for you! 👇
1. Overview
This feature is based on a configurable FTP connection from the "Manage Users" page. It allows you to import data via a remote file in a scheduled and automated manner. Administrators can:
Update data in real-time
Run simulations before execution
Monitor and track the connection status
2. Initial Setup
Access the User Management Page
Log in to the platform as a supePochi lettoriHow to use an item "evaluation criterion" in a coaching session?
You created an evaluation topic hierarchy and you want now to use them in a coaching session ? You've come to the right place! 👇
The criterion will be evaluated during coaching sessions. You'll have to add them in a coaching session template.
To know how to create one, don't hesitate to reach for the dedicated page.
Add an item "evaluation criterion" in a coaching session template :
Access the menu to edite a coaching session template ("Manage session templates") viaPochi lettoriHow to change the name of your platform?
If you wish to change or edit your platform's name:
Click on the "Settings" button at the top right, then on "Organization Administration"
Click on "Edit organization" in the "Organization" section
Edit your organization name in the "Organization name" field
Click on the "Save" button
Note: This is also where you can change[the logo](https://www.google.com/search?q=https://help.incenteev.com/fr/articles/2548180-comment-changerPochi lettoriHow to customize your platform?
Would you like to customize your platform? Several options are available to make your platform reflect your identity:
Platform name
Platform logo
[Platform banner](https://www.google.com/search?q=https://help.incenteev.com/fr/articles/25480Pochi lettoriHow to create a permission profile?
Would you like to create a permission profile? (All about permission profiles)
Nothing could be simpler!
Log in to the Incenteev platform
Go to "Organization Administration" via settings (gear icon) at the top right of your screen.
Click on "Manage permission profiles" under the Security tab.
Click on "New permission profile".A nPochi lettoriHow to create, edit, archive of delete a hierarchical level ?
The Incenteev hierarchy helps the platform understand better how your company is organized.
It will allow you to establish subordinate links between divisions, to link the collaborators to the right teams, and to simplify access to the different spaces (newsfeed, dashboard, challenges...)
A well-established hierarchy on your platform is a prerequisite for a successful Incenteev experience for you, as for your team !
The composition includes hierarchical levels and roles.
First, you have to gPochi lettoriHow do I use the platform as another user?
Using the platform as another user allows you to see what they see. In addition to understanding what the user can access, you will also be able to perform many actions as the other user, including navigating the platform, publishing, liking, commenting, etc.
To do this:
Type user’s name into the search bar, then click on their name when they appear.
Click on the three dots found next to their name
Click on “Use application as [Name]”
To use the platform in your name again, click on “RePochi lettoriHow do I add, deactivate or reactivate a user's account?
Is there a change in your workforce? You want to make these changes on Incenteev? This article is for you! 👇
Prerequisite:
To do this manipulation, your permission profile must give you the right to do so.
To add a member to your platform
Go to the user management space by clicking on the gear button at the top right of your screen, then "Organization Administration" and "Manage users".
Click on the "+" button.
Fill in the information aPochi lettoriHow to change the primary color of your platform?
If you wish to change or edit the primary platform color:
Click on the "Settings" button at the top right, then on "Organization Administration"
Click on "Configure organization theme" in the "Organization" section
Choose the "Custom" option
Select the color for this specific workspace!
Then you must:
Pick the color of your choice
Click on "Save"!
💡 Note: This is also where you can add or change your[organization banner.](https://www.googPochi lettoriHow to add members?
You've created your news feed, challenge, dashboard or quiz collection and are about to publish it.
Now it's time to invite the people in that space, so they can access it.
Please note: If you want to announce the creation of your space to everyone at the same time, it is recommended (with the exception of the news feed) to do so before the space is published. Otherwise, a notification will be sent to each addition.
How to invite members ?
****Access the add members feaPochi lettoriHow to create, edit, archive or delete a hierarchical role ?
The Incenteev hierarchy helps the platform understand better how your company is organized.
It will allow you to establish subordinate links between divisions, to link the collaborators to the right teams, and to simplify access to the different spaces (newsfeed, dashboard, challenges...)
A well-established hierarchy on your platform is a prerequisite for a successful Incenteev experience for you, as for your team !
The composition includes hierarchical levels and roles.
First, you have to gPochi lettoriHow to change your platform logo?
If you wish to change or edit your platform logo:
Click on the "Settings" button at the top right, then on "Organization Administration"
Click on "Edit organization" in the "Organization" section
Click on the "Select a file" button if no logo is currently set. Otherwise, click on the cross icon on the existing logo to delete it before clicking "Select a file".
Click on the "Save" button
Note: This is also where you canPochi lettoriHow to manage existing badges?
In the administration interface, you can easily manage and track all your badges. Here's how to proceed: 👇
1. View your badges
Access "Manage user badges" from your organization's administration page
View for each badge:
The total number of users
Validity dates
2. Modify or delete
To modify a badge:
Select the badge in question
Make your changes
Click on "Save"
To delete a badge:
Choose the badge to delete
Use the "Delete" buttPochi lettoriHow do I update the user base?
Have new employees joined your organization? Others have left or changed positions?
This article is for you 👇
Update the user file
To update your user base, you need to update your user file. If you need help, you can find information about creating a user file's article.
If you do not have a user file you can download it from the platform by clicking on the "Gear" button -> Organization Administration -> Manage users -> Export list.
If you need to:
Add a user: Add a line tPochi lettoriHow to rename a workspace ?
If you wish to change the name of a workspace:
Go to the workspace
Click on the "Edit" button located at the top right, represented by a pencil icon
Click on the "Basic settings" button at the top of your screen
Rename the workspace
😀 See you soon on Incenteev 😀Pochi lettoriWhat are the different types of users?
As an administrator of your platform, you can access the user management space by going to the "Administration Organization", then to "Manage Users." By default, the list of users that is displayed is the list of active users. You can filter the users according to several criteria if you click on the "Active User" button.
[](https://storage.crisp.chaPochi lettoriAll about permission profiles
A permission profile defines a user's control levels and rights. A permission profile is independent of hierarchical level/role (users sharing the same hierarchical level can have identical or different permission profiles). Several default permission profile options exist:
External User: cannot access public workspaces unless invited
Custom: you define permissions topic by topic
Super-admin: user holds full system permissions
To create a permission profile
To create a new permissPochi lettoriHow to create a form on Incenteev
"Sharing knowledge means multiplying it."
Do you want to get feedback from your employees or encourage them to share their best practices?
Your employees each accumulate knowledge and experience. By sharing them, they benefit the collective.
To create a contribution form
Go to "Organization Administration" via the "Settings" button at the top right of your computer screen and click on "Manage Shared Forms" in the "Data" tab.
Click on "**+ create a shared form*Pochi lettoriHow to add or edit your platform banner?
If you wish to change or edit your platform banner, here is how to do it 👇
Click on the "Settings" button at the top right, then on "Organization Administration"
Click on "Configure organization theme" in the "Organization" section
Click on the "Custom theme" option
Click on the "Select a file" button
Three sizes are available:
- Large: 1920 x 480 px (25%)
- Medium: 1920 x 384 px (20%)
_****- Small: 1920 xPochi lettoriHow to add, delete, or edit widgets on the home page ?
Did you know that as a Superadministrator, you can add, remove, and edit widgets on your home page? That's where the "Super" part comes in 😉 To do so, log into your account, go to Organization Administration, and click on "Edit home page widgets" under Organization. On the right side, you will see several widgets stacked on top of each other under the section titled "Add widgets". Each box represents a widget you can place on your home page:
To remove a widget already on the home page,Pochi lettoriWhat is a hierarchy on Incenteev?
On Incenteev, the hierarchy reproduces the structure of your organization.
It allows you to establish the subordinate links between each team, to assign your users to the right teams or to give them access to the right spaces, such as news feeds, challenges, dashboards or quiz collections.
A well-designed hierarchy is a pre-requisite for a successful Incenteev experience that benefits you and your teammates.
How do I access the hierarchy of my platform?
Go to "Settings"
Click on "OPochi lettoriHow to segment your teams?
A segmentation makes it possible to group hierarchical roles into different sub-groups within the same hierarchical level.
This makes it possible to define challenge rules (objective, ranking) specific to each segment.
Example: Several point of sales do not have the same sales potential and are therefore separated into different segments, it is then possible to give these segments different objectives.
To create a segmentation, you have to go to :
Settings
Organization AdministrPochi lettori