This article is an overview of the concepts of the users tab. For step-by-step guidance on managing users, view that content here:

What is a User?

Within SimplyComp a user is anyone that meets any of the following criteria:

Needs login access to the system
Is assigned to a plan
Will have results calculated for them

Tip: A user can be a person or an entity. An example of an entity is a partner company you may want to pay commissions or bonuses to. A user does not necessarily need to have access to the system.

Types of User Permissions

There are three types of users that can be added within SimplyComp:

Sales Representative: This role can only see their own information. This role has no ability to edit data within the system.
Administrator: This role role gives full access to the system to manage Plans, Data, and Results of all users in the system. An Admin cannot be assigned to a plan and therefore cannot generate their own commission in the system.

Note: A user can be assigned to both Permissions. Having both admin and Sales Representative Permissions allows the user to have full access to the system as well as receive payments and be assigned to plans.

User Categorization

User Categorization fields allow you to normalize and analyze your data across all of your users. By selecting from predefined lists, it is easier to compare your various populations of users and derive critical insights.

Categorization Fields:

Job Function: Typically the department the user works in at the company.
Title Category: The type of role they fill at the company.
Contributor Level: Individual Contributor or Manager
Experience Level: The amount of experience a given user has.
Market: The type of companies a user is selling to.
Base Salary: A fixed payment amount that can be paid monthly, semi-monthly, weekly, depending on the company's policy.
Target Variable Pay:Is the amount of pay that is "at risk". Meaning, it is not a guarantee that you will be paid this amount, rather it is tied to your behavior and is a reward. Typically this takes the form of Commissions and Bonuses.
Start Date at Company: The date the user was hired.
Start Date in Role: The date the user started in their current position at the company.
End Date in Role (Optional): If the user leaves their role, the date they left the role.

Note: These fields are only required for users that have Sales Representative or Sales Management permission types.

User Tab Options

At the top of the users tab there is an options menu. These options apply to the Users page. Below is an overview of the various options.

Download Template: This will provide an Excel file template that be filled out with your User information and imported into the system. Only new users can be added via the import (i.e. user updates are not supported via upload). The Excel template will enforce the integrity of required fields.
Upload Users: Leveraging the downloaded template, you can import your users into the system. The file format can be either CSV or XLS for user imports. You must use the User Template to successfully import users (i.e. there is no mapping screen for user imports).

NOTE: We do not currently support importing user updates. Only new user records are supported via import.

Tip: User uploads can be in either CSV or XLS file format.

User Specific Options

On each User row there is an option menu. These options apply to that specific user only. Below is an overview of the various options:

Deactivate Account: If a user is currently activated, this will lock them out of the system. If they attempt to login after being deactivated, they will receive an error message. Once a user is deactivated, you must click 'Activate Account' to send a new email to the user that will allow them to set their password.
Activate Account: If a users is either not activated or locked, this option will send them an email that will allow them to set a password and login to the system. The status will show "pending" until they set their password.
Reset Password: If a user has forgotten their password, you can send them a new email that will allow them to set a password and login to the system.
Resend Activation:If a user has been activated but has not yet set their password (i.e. are in a 'pending' status) you can resend the activation link. This is helpful because activation links expire after 24 hours.

Tip: When you add users to the system (either via import or manually through the screen) they will not be able to access the system until you activate their account.

Note: If a user is currently logged into the system and you deactivate them, they will not be forced to log out. Once they log out, they will be prevented from logging back in.

Editing a User

Locate the user on the User page.
Click on their name.
A popup will appear with their user details.

Note: You can not edit users via uploading.

Convert to Salesforce SSO

If you use Salesforce, and wish to login via SSO rather than with a username and password, reach out to support to help you convert your account. Converting your account to SSO allows you to login to your Salesforce instance, and then login via salesforce in the SimplyComp login page. After selecting this option, you will be automatically logged into your SimplyComp instance without having to enter a username and password.

You NEED to login via Salesforce if you wish to import data from Salesforce, or sync your results up to Salesforce.

Note: Once you convert your account, you cannot go back to logging in via username and password.