Role
Administrator access
Plan
All plans
Prerequisites / who this applies to
You have Administrator access in SalesScreen
You can access Dashboard → Manage Boards
Mobile widgets are enabled for your account
Step-by-step instructions
Open Manage Boards
In the left navigation menu, click Dashboard.
In the top-right corner, click Manage Boards.
Switch to App boards
In Manage Boards, click the App boards tab at the top.
Create a new mobile app board
Click Add board in the upper-right corner.
In the board settings, fill out:
Title – name users will see in the mobile app.
Team access – choose which teams can access this board (leave empty for all teams).
Access level – choose who can see the board (for example Users or Administrators).
Default period – select the default time period for widgets on this board.
Click Add board to create it.
Add widgets to the mobile app board
After creating the board, you’ll see it in the App boards overview.
In the top‑right corner of the board, click the + Add widget button.
Follow the widget wizard to add the mobile widgets you want to show on this board.
What happens next
The new app board appears in the SalesScreen mobile app for users who match the Team access and Access level settings.
Any mobile widgets you add to this board will be visible there, using the board’s Default period unless users change it in the app.
You can edit the board or its widgets later from Dashboard → Manage Boards → App boards.
What if this doesn’t work?
I don’t see the Manage Boards button
You need Administrator access to create boards. Ask your account administrator to grant access or create the board for you.Users can’t see the board I created
Reopen the board and check Team access and Access level. Only members of the selected teams and access level (for example Users vs Administrators) will see it.The board is empty in the mobile app
The board is created without widgets. From App boards, use the three dots (…) → Add widgets/Edit to add mobile widgets to the board.
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