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    • How to Give Suppliers Access to Incentive Comp Reporting

    edited Nov 25, 2024 2:11PM in Incentive Compensation 1 comment

    Summary:

    Need to be able to grant Suppliers access to OTBI Incentive Compensation Dashboard.

    Content (please ensure you mask any confidential information):

    We have Suppliers who are incentive compensation participants. We have built OTBI analyses with their data. We need to be able to grant these external suppliers access to the system so that they can view their IC reports.

    We created Supplier Contact user accounts to establish access to the system, and associated them with their respective Supplier records. We published an infolet with a link to their dashboard on the supplier portal when they login. However, the supplier contacts were unable to view the supplier's incentive comp data in the analysis. We tried adding the contact as an IC analyst, but that still didn't solve the problem. Is there a way to give supplier contacts access to view supplier level transaction data in OTBI?

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