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What is a Supporter?

A Supporter is a user type for people you want to include in SalesScreen’s social features without giving them full permissions to log data or manage content.

Written by Marius Ekerholt

Role
Company Admin or User Admin
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Plan
Pro / Enterprise (Supporter module must be activated)
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Prerequisites / who this applies to

  • Your subscription includes the Supporter module, and it is activated

  • You have access to Manage → Users (Company Admin or User Admin)

  • At least one dashboard is configured with

    • Team access = All

    • Show current user’s data by default = Off

    • Access level = All
      if you want Supporters to see dashboards
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What can Supporters do?

Supporters can:

  • Access SalesScreen Rewards

  • Send and receive Endorsements

  • Be part of birthday and work anniversary celebrations (in feed and on screens)

  • Create posts in the Feed and like/comment on content from others

  • View dashboards that are configured to be visible to everyone

What can’t Supporters do?

Supporters:

  • Cannot register any data (so they can’t be part of competitions, battles, or leaderboards)

  • Cannot receive Achievements

  • Cannot manage content (no admin/manager actions)

Which dashboards can Supporters access?

Supporters only see dashboards that are fully open to everyone.

A dashboard must have all three of these settings to be visible to Supporters:

  1. Team access: All

  2. Show current user’s data by default: Off

  3. Access level: All

How do I add a Supporter?

  1. Go to Manage in the bottom-left corner of SalesScreen.

  2. Click Users under the Company section.

  3. Click Add users in the top-right corner.

  4. Select Create new user.

  5. In the user creation form, choose Supporter as the user type.

  6. Fill in the required fields (first name, last name, email).

  7. Click Create new user.

Important: A user must be created as a Supporter from the start. You cannot change an existing regular user into a Supporter.
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What happens next

  • The new Supporter can log in and:

    • Join the social experience (feed posts, likes, comments, endorsements, celebrations)

    • Access any fully open dashboards configured with the settings above

  • They will not:

    • Log data or appear in competitions, leaderboards, battles or achievements

    • Have admin or manager permissions

You manage them further from Manage → Users (deactivate, change teams, update details) like other users.

What if this doesn’t work?

  • I don’t see the Supporter option when creating a user
    The Supporter module is not enabled on your account. Contact support via chat and ask to activate the Supporter module.

  • I created a regular user but need them to be a Supporter
    You can’t convert an existing user. Deactivate the current user and create a new user with type Supporter. Historical data stays on the original account.

  • My Supporter can’t see any dashboards
    Check that at least one dashboard has Team access = All, Show current user’s data by default = Off, and Access level = All. If every board is restricted, Supporters won’t see any dashboards.

  • The Supporter appears in leaderboards or competitions
    They’re likely set up as a regular user. Go to Manage → Users, open their profile, and confirm the user type is Supporter. If they are Supporter and still appear, contact support.

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