• How 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 AdministratioFew readers

• How 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 platfFew readers

• What'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 oFew readers

• How 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 feature On tFew readers

• How 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 user) 1️⃣ Go to _Organization AdFew readers

• What 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 "OFew readers

• How 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 "Manage Users" FinFew readers

• How 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 to yourFew readers

• How 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" button. The badge wFew readers

• How 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 gFew readers

• How 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 :Few readers

• How 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: [![](https://storage.crisp.chat/users/helpdesk/website/-/e/d/e/0/ede0bb6186f89000/cd0e6764-f6c5-40f4-94fb-19d0f7_efpaxr.png?expires=1784557800&signature=2cd06534522022788cb110d2067ddb63209037f6f6bc9447d38225c630dde47f&req=cCggF8B9n4MTWLcFew readers

• How 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 (validated, pFew readers

• How do I build the User file?

  The User file enables you to pre-register the users of your platform and to assign a hierarchical role to each of them. To build your User file, you need to go through the following steps 👇 1st Step: Download the blank User file Here is the path to follow to download the user file directly from the platform : Settings (symbolized by a cogwheel at the top right of your screen) Organization Administration Manage Users Click on Upload a file of users At the bottom of the page, you wFew readers

• How 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". **GeneralFew readers

• 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 **_"+ Add new usFew readers

• How 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 to a page where yFew readers

• How 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 gFew readers

• How 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 “ReFew readers

• What 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://downloads.intercomcdn.com/i/oFew readers

• Your account has been deactivated?

  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 coFew readers

• How 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 "Manage UFew readers

• How 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") via the OrganizaFew readers

• How 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 about the new member youFew readers

• How 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 wFew readers

• How 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 super adFew readers