Admin Help Checklist

☐ Add a new user

☐ Remove / deactivate a user

☐ Edit existing user details

☐ Assign / update user permissions (roles, access levels)

☐ Update reporting hierarchy (who reports to whom)

☐ Assign new reps to managers

☐ Update manager structure when changes occur

☐ Validate hierarchy reflects org structure

☐ View filtered users list

☐ Create a new user filter

☐ Apply filters (e.g. team, role, region)

☐ Edit / remove existing filters

☐ Create / update teams

☐ Add users to a team

☐ Remove users from teams

☐ Create a new scorecard - https://help.numerik.ly/en/articles/8262028-how-to-create-scorecard-for-numerik-admins

☐ Assign scorecard to users or teams -https://help.numerik.ly/en/articles/10070291-how-to-add-new-users-and-reps-in-numerik-admin-guide

☐ Add filters to a scorecard - same as user filters in this article - https://help.numerik.ly/en/articles/10070291-how-to-add-new-users-and-reps-in-numerik-admin-guide

☐ Create promo-specific scorecard - same as creating scorecards - https://help.numerik.ly/en/articles/8262028-how-to-create-scorecard-for-numerik-admins

☐ Apply relevant filters (campaign, timeframe, team)

☐ Validate data visibility

☐ Create goalcard

☐ Assign goals to users / teams

☐ Set initial targets -https://help.numerik.ly/en/articles/10306653-instruction-guide-for-budgeting-in-numerik-at-product-group-level-bottom-up-approach

☐ Update targets (monthly / quarterly)

☐ Review available sharing options

☐ Share scorecards with the correct users / teams

☐ Use scorecard sharing to provide full company numbers or customer visibility to BDMs

☐ Use one shared scorecard where possible to avoid overloading users with too much data

☐ Confirm permissions of the shared scorecards under settings

☐ Confirm shared scorecards are visible to the intended users

☐ Create a new commission setup

☐ Add a commission to a user

☐ Clone an existing commission for faster setup

☐ Clone commissions for a different user where needed

☐ Check that the commission is visible on the relevant scorecard

☐ Confirm the commission is displaying correctly