Deployment of Motivate

There are five Motivate user types that can be defined. As individual users can be required to perform more than one function they can also, therefore, be assigned more than one Motivate User Type; i.e. they could be an Influencer and an Observer, a Player and an Administrator or a Competition Manager and an Influencer, etc.

The five Motivate User Types can be summarised as follows:

Motivation Designer: Administers the Motivate application. Cannot trigger rewards for Players within the Competitions and Experience Groups. Cannot receive rewards or view rewards or performance of Players.

Competition Manager: Competition Managers can create, edit and administer Competitions and Experience Groups; they cannot trigger or earn rewards.

Influencer: Influencers are able to trigger rewards for Players, but cannot receive rewards themselves or observe the performance of any Players.

Observer: Observes the performance of Players but cannot trigger rewards for those players. Observers cannot administer the Motivate application. An Observer might be the head of a department or the manager of team who wants the ability to observe the performance of their team members.

Player: Participates in the ‘game’. Players can receive rewards and view their own performance, as well as viewing the performance of other Players. Players can also trigger rewards for other Players that are in the game with them.

Assigning Motivate User Types

To configure, administer or use the Motivate application, each user will need to be set with the appropriate Motivate User Type(s). Setting the Motivate User Type will automatically assign the corresponding Permission Set(s) for the user type(s), as well as a product licence.

To assign the Motivate user types to individual users perform the following, repeating steps 3 to 5 for each user:

1. Enter Setup by clicking on the ‘Setup’ link at the top of the screen
2. Within the sidebar select Administer | Manage Users | Users
3. Click Edit next to the user's name
4. Scroll down to the Motivate section previously created and check the Motivate User Type(s) that are required for that user
5. Click the Save button to complete the task and save your changes.

 The Motivate installation is now complete!

Optional Set-up steps

1. Trigger Deployment Tool for Motivate
2. Insight & Predict Setup for Motivate
3. Salesforce1 Setup for Motivate