Role
Company Admins and User Admins can create users.
Plan
Available on all plans.
Prerequisites
Before you start, make sure:
You have Company Admin or User Admin access.
You know which team each new user should belong to.
The user’s email address is correct and unique.
You have enough available licenses, if your account uses license management.
If there are no available licenses, the user may be created as a Pending user.
Step-by-step: Create a new user
Step 1 – Open Users
Click Manage at the bottom of the left-hand menu.
Under Company, click Users.
Step 2 – Open the Add users menu
In the top-right corner, click Add users.
Choose how you want to add users.
You have three options:
Import users from a connected system.
Create or update users from Excel.
Create one new user manually.
Option A – Import users from another system
Use this option when your users already exist in a tool connected to SalesScreen, for example Outreach.
Step 1 – Start the import
Open the Add users menu.
Click Import users from [tool name].
Example:
Import users from Outreach
Step 2 – Choose users to import
A list of users from the connected tool appears.
Tick the checkbox next to each person you want to import.
Click Add Users.
Step 3 – Send login information
You are sent back to the Users list.
Tick the new users.
Click Email login information at the bottom if you want to send login emails now
Option B – Create or update users from Excel
Use this option when you want to add many users at once, or update existing users in bulk.
Step 1 – Download the Excel template
Open the Add users menu.
Click Create or update users from Excel.
On the first step, click Download to get the Excel template.
Tick the box if you want to include all existing users in the file.
Step 2 – Fill in the Excel file
Open the file in Excel.
Fill in or update the user fields.
Each row is one user.
Common fields include:
Email
First name
Last name
Nickname
Team
Birthday
Hire Date
Do not change the column names or layout.
Save the file when you are done.
Step 3 – Upload the Excel file
Go back to SalesScreen.
Move to the Upload step.
Click the upload box, or drag and drop your saved Excel file into it.
Step 4 – Map the columns
On the Mapping step, match each Excel column to the correct SalesScreen field.
Example:
Email → Email
First Name → First name
Required fields must be mapped. Optional fields can be skipped.
Step 5 – Choose import behavior
On the Import step, choose what should happen:
Create new users if they do not already exist in SalesScreen.
Update values of existing users if they already exist.
Tick one or both options.
Click Import.
When the import is complete, you are sent back to the Users list.
Option C – Create one new user manually
Use this option when you only need to add a single person.
Step 1 – Open the manual user form
Open the Add users menu.
Click Create new user.
A small window opens.
Step 2 – Fill in the user details
Fill in the required user information:
First name – the user’s first name.
Last name – the user’s last name.
Email – must be unique and able to receive emails.
Team – choose a team from the dropdown.
Optional fields may include:
Nickname – how the user should appear on screens.
Send email confirmation to user – sends login information right away.
Integration keys – used if your company connects users to integrations.
Step 3 – Create the user
Click Create new user to save.
Click Close if you want to cancel.
What happens next
The new users now exist in SalesScreen.
Make sure each user is assigned to the correct team so their activities can be logged and shown correctly.
If you did not send login emails when creating the users, you can do it later:
Go to Manage → Users.
Tick the users.
Click Email login information.
You can edit users later from the Users page, including their team, access level, and user details.
What if this doesn’t work?
I don’t see Users under Manage
You need Company Admin or User Admin access to create users. Ask an admin to update your access or create the user for you.
I don’t see the Add users button
You may not have permission to create users. Check that you have Company Admin or User Admin access.
The user is created as Pending
There may not be enough available licenses on your account. An Account Owner must add more licenses before the user can be activated.
The Excel import fails
Check that:
You did not change the template column names.
Required fields are mapped.
Email addresses are valid and unique.
Team names match existing teams in SalesScreen.
The user did not receive login information
Go to Manage → Users, tick the user, and click Email login information.
Also ask the user to check their spam or junk folder.
I cannot find users from the connected system
Check that the integration is connected and that the user exists in the connected system. If the user still does not appear, contact your SalesScreen administrator or SalesScreen Support.
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