Role
Company Admin or User Admin (anyone with permission to manage users)
Plan
All plans
Prerequisites / who this applies to
You must be a Company Admin or User Admin and able to open Manage → Users.
Step 1 – Open the Users page
In SalesScreen, click Manage at the bottom of the left menu.
Under Company, click Users.
Step 2 – Open the user you want to edit
On the Users page, find the person you want to change.
Click anywhere on their row.
You now see that user’s profile.
Step 3 – Edit basic info (Profile tab)
At the top of the page, make sure the Profile tab is selected.
Update any fields you need, such as:
Name
Email
Birthday
Hire date
Click Save to apply your changes.
Step 4 – Change access level (Access tab)
Click the Access tab.
You see a list of access levels with checkboxes.
Tick the levels you want this user to have.
Simple meaning of each access level:
Account Owner – full control of the whole account, including subscription.
Company – can see and change everything in the company.
User – can create and edit users.
Statistics – can see all data and reports.
Screen – can manage screens, playlists and slides.
Target – can create and edit targets.
Competition – can create and edit competitions.
Achievement – can create and edit achievements.
Coaching – can create coaching sessions.
Reward – can manage rewards, coins and reward requests.
Notes:
If you tick Account Owner, all other access levels are turned on.
If you tick Company, all levels below it are turned on.
Step 5 – Edit celebrations, privacy, security and notifications
Use the other tabs on the user profile to adjust more details:
Celebrations – choose celebration videos and appearance on screens, and how the user is shown when they are celebrated.
Privacy – control which activities others can see and which emails this user receives.
Security – change the user’s password or create a new invitation link if they have not logged in yet.
Notifications – choose which push notifications the user gets on their phone.
What happens next?
Your changes are saved for that user, and their new access levels, privacy and notifications take effect right away.
Repeat these steps for any other user you need to update.
What if this doesn’t work?
I don’t see Manage → Users
You probably don’t have Company Admin or User Admin access. Ask a Company Admin to update the user for you or adjust your access level.
I can’t change the Account Owner
Only the current Account Owner (or SalesScreen Support in special cases) can change who the Account Owner is. Contact Support if you need to transfer account ownership.
The user still can’t do what they should be able to do
Double‑check the Access tab and confirm the correct boxes are ticked (for example Competition if they should manage competitions). Ask the user to log out and back in if changes don’t seem to apply.