Sign up for an account
Sign up for a trial or paid Account be sure to provide your mobile phone number during the signup process (we promise not to send you any marketing messages without your permission) since we use that for Authy to secure your account using Two-Factor-Authentication (2FA).
In order two log in to incentX, you’ll need to set up Authy on either your phone, tablet or desktop, – a email and SMS will be sent to you with a link to install Authy.
Authy provides an additional layer of security in addition to your password just in case your password is compromised, so no one can access your account but you.
Connect incentX your ERP
Next, IncentX needs to connect to your ERP (Enterprise Resource Planning) system to load your product, customer, and sales data into IncentX.
Some on-premise ERP systems will require you to download and install a small ERP utility to sync data between systems.
The ERP Utility is available to download here.
Finally, create users and customize permissions to allow your employees to log in to IncentX and get to work!
Take a look here at the different user types and how to set them up