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Sales Portal

A Sales Portal can be accessed on desktop or through the mobile app. The Sales Portal is called Sales Portal when configuring it from Varicent Incentives. Please contact your administrator if you have any questions.

Most users will need to add a Sales Portal only once. For more information, read: Adding a Sales Portal. We've also prepared a one-pager and a detailed info-sheet you can share with your users so they can get started right away.

As an administrator, you may need to test multiple environments. If so, you can add several Sales Portals to the app. After you've added your first Sales Portal, go to your profile and click Manage Sales Portals. For detailed instructions, read: Managing Sales Portals.

Adding a Sales Portal

The Sales Portal is the space where you can access your compensation results and existing inquiries. Most users should need only one Sales Portal.

For admins who need to test in different environments, you have the option to add multiple Sales Portals.

The first time you set up a Sales Portal, you'll need to have your phone and desktop open.

Caution

A Sales Portal must be running on the newest version of Sales Portal (V2) to connect to the mobile app.

  1. Sign in to Sales Portal on your desktop.

  2. Click on the profile icon and select Varicent mobile QR code from the profile menu.

    profile_menu_QR_code_simplified.png

    Note

    Administrators can disable the option to log in using a QR code so that users must manually enter a Sales Portal URL.

    1. Click Model settings → Mobile App.

    2. Under QR code login, click the QR code login toggle to disable the option to log in using a QR code.

  3. If you want to add a Sales Portal using a URL, in the mobile app, click Add your Sales Portal using a URL. Manually type in the URL found in the Sales Portal on desktop and click Continue.

  4. If you want to add a Sales Portal using a QR code, in the mobile app, click Scan QR code. Grant the app permission to use your camera if prompted.

  5. If successful, you'll be redirected to the native login page or your organization's login page if you use SSO. Enter your username and password.

    Tip

    No additional configuration is needed for SSO. If you already have SSO set up and working in a Sales Portal environment, it will work when users access that Sales Portal on the mobile app. If you are having difficulties logging in using SSO on the mobile app, try logging in using the web browser version. If login issues persist, contact support@varicent.com - it may be a SSO configuration error.

Managing Sales Portals

Some users may have multiple Sales Portals to add to their accounts.

  1. From the Profile icon in the app, click Manage Sales Portals.

  2. When prompted to log out of your account, select Log out.

  3. From the Your Sales Portals screen, click Add.

  4. Follow the steps to add a Sales Portal.

Important

If the mobile app is set up using an MDM provider, this option will not be available to users. For more information about setting up the app with an MDM provider, read: Using the application with an MDM provider.

Disabling Sales Portal access

Administrators can disable Sales Portal access so that users cannot access the mobile app.

  1. From the admin panel, click Model settings → Mobile App.

  2. Under Access, click the Mobile App access toggle to disable access to the mobile app.