Until not long ago, to give someone access to any part of SAP Commissions, you had to do one of two things: add them as a Participant, or add them as a User. In many cases, however, you may want to create a user that has a specific role in the Sales Performance Manager but won’t be using SAP Commissions at all.
For example, you may want to set up a user who can approve disputes before they are sent to the compensation team. This user just needs to log in to Sales Performance Home to perform his or her activities.
Add Admin User allows you to do this quickly and easily. This feature allows an administrator to create Users with a specific role with access to certain permissions. Once created, this user can log in to the Sales Performance Home portal and perform the tasks they need.
To create a Portal Admin User:
- Log in to Sales Performance Home using an account with full administrative rights.
- Select User Administration
- Click Add Admin User next to the Users folder
- You’ll be prompted for the following information:
- User ID (used by the user to log in)
- First name
- Last name
In this case, we’re creating a user named Angie Admin, who is assigned to the Administrator role. Clicking Add sends an initial login email to Angie, who can then set up her password for future logins. Any communications directed to Angie will be emailed to her, and will also appear in her SPM Inbox.