Use this article if
Use this article if you want to:
Understand the difference between Regular User, Manager, module-specific administrator, Company Administrator, Account Owner, and Executive Administrator.
Decide which access level a user should have.
Understand when to use a module-specific admin role instead of Company Administrator.
Understand the difference between Manager, Company Administrator, and Account Owner.
Do not use this article if you already know which access level to assign and only need to update a user. In that case, go to How to change user access?
Do not use this article if something is not working, for example if a user cannot see screens, dashboards, users, or settings. In that case, go to How do I fix common access and permission issues in SalesScreen?
In short
SalesScreen uses roles to control what each user can see, do, and configure.
Most users should have one clear role:
Regular User – uses SalesScreen day to day.
Manager – manages and motivates their own team(s).
Module-specific administrator – manages one specific area, such as users, screens, targets, rewards, or competitions.
Company Administrator – has full access within one company.
Account Owner – has Company Administrator access plus commercial rights, such as licenses and subscriptions.
Executive Administrator – has full access across all company accounts.
Rule of thumb: give users the lowest access level that still lets them do their job.
Put simply: give users the lowest access that still lets them do their job.
One user = one clear role.
What does user access consist of?
Each access level has a different purpose and scope.
Access | Purpose | Typical use |
Regular User | Normal end-user access | Sales reps, team members, users who consume SalesScreen |
Manager | Run and motivate own team(s) | Team leaders and department managers |
User Administrator | Manage users and organization structure | Local admins, HR, or operations |
Statistic Administrator | View reports and dashboards | Reporting users who should not configure the system |
Screen Administrator | Manage screens and displayed content | People responsible for TV screens |
Target Administrator | Manage targets | People responsible for target setup |
Competition Administrator | Manage competitions and battles | People responsible for engagement activities |
Achievement Administrator | Manage achievements and badges | People responsible for achievement logic |
Coaching Administrator | Manage coaching programs | Coaches and performance development owners |
Reward Administrator | Manage rewards, coins, and reward requests | Reward shop or reward budget owners |
Company Administrator | Full admin access within one company | Central system owners or operations |
Account Owner | Commercial and administrative owner of one account | Contract owner or person managing licenses |
Executive Administrator | Full access across all company accounts | Central super-admins |
Regular Users
Regular Users are the normal end-users of SalesScreen.
They use what admins and managers have configured, but they do not configure the system themselves.
Regular Users can typically:
View dashboards and widgets they have access to.
See and interact with the feed.
View their own and their team’s scorecards.
See and use rewards, if enabled.
Participate in competitions, missions, coaching, and other features as configured.
Use this role for most users in SalesScreen.
Manager
The Manager role is for team leaders who need to run and motivate their own team(s), without getting full company-wide admin rights.
A Manager is responsible for performance and motivation in their own team(s). The role gives managers enough access to coach, follow up, and run everyday motivation.
A Manager can:
See and understand performance for the team(s) they manage.
Configure day-to-day motivational tools for those teams.
Create and manage competitions for their own team(s).
Edit only competitions they have created.
Create and assign missions within their team(s).
Set and adjust target values for the team members they manage.
View dashboards and data for the team(s) they manage.
Use team data for follow-up and coaching.
See reports for the users and teams they manage.
Import and export data for those they manage.
Manually add and edit reports for those they manage.
Access the parts of the organization structure that correspond to their own team(s).
Use cohorts available to them, based on each cohort’s privacy settings.
Role philosophy
Managers should be able to run their team day to day without needing help from admins, but they should not have access to company-wide configuration.
This keeps the setup both safe and easy to understand.
Module-specific administrator roles
Module-specific administrator roles are for users who need to manage one specific area of SalesScreen.
Normally, you give a user one of these roles instead of combining many different roles.
User Administrator
Purpose
Manage users and organization structure within their assigned area.
Can
Create, edit, disable, and import users within assigned teams.
Create teams and departments.
Assign users to teams.
Assign teams to departments.
Access the Organization view for their assigned area.
Cannot
Edit users or structures outside their assigned teams.
Use this role for local admins, HR, or operations users who manage people and structure in part of the company.
Statistic Administrator
Purpose
Work with reporting and dashboards, without full admin rights.
Can
View dashboards with restricted access.
View reports.
Cannot
Edit dashboards.
Configure metrics.
Use this role for users who need insight and reporting, but should not configure how SalesScreen is set up.
Screen Administrator
Purpose
Manage screens and what is shown on them.
Can
Manage screens.
Manage playlists.
Manage slides.
Be limited to certain teams, if configured.
Use this role for people who control TV screens or other displays.
Target Administrator
Purpose
Own the target setup for their area.
Can
Create and edit targets for assigned teams.
Use this role for people responsible for targets, without giving them broader admin access.
Competition Administrator
Purpose
Run and maintain competitions.
Can
Create and edit competitions.
Start battles within assigned teams.
Use this role for users who drive engagement through competitions.
Achievement Administrator
Purpose
Manage achievements and badges.
Can
Create and edit achievements for assigned teams.
Use this role for users who design and maintain achievement logic.
Coaching Administrator
Purpose
Run coaching programs.
Can
Create and manage coaching sessions.
Schedule sessions with users from other teams, even if they normally only see one team.
Use this role for people responsible for coaching and performance development.
Reward Administrator
Purpose
Manage rewards and coins.
Can
Configure and manage rewards.
Manage coins.
Approve or reject reward requests.
Approve or reject coin redemption requests.
Use this role for users who own the reward shop or reward budget.
If you are unsure who the administrator is for your team, ask your manager or designated admin.
High-level admin roles
High-level admin roles give broad access and should only be used for a small number of trusted people.
Company Administrator
Purpose
Full administrative control within a single company or account.
A Company Administrator has full access to all features, all data, and all settings in that company.
There is no restricted version of this role. A Company Administrator can see and change everything in the company.
Areas that typically require Company, Account, or Executive admin access include:
Manager → Settings
Scorecards configuration
Feed management
Full organization structure
Module configuration
Use this role only for people who must have company-wide configuration access.
Account Owner
Purpose
Commercial and administrative owner of one SalesScreen account.
An Account Owner has the same system access as a Company Administrator.
In addition, Account Owners can:
Purchase and manage licenses and subscriptions.
Approve upgrades or other commercial changes for that account.
This role is typically used for the person who owns the contract and commercial responsibility.
Executive Administrator
Purpose
Full control across all company accounts.
An Executive Administrator can:
See and change everything in all company accounts in SalesScreen.
Move users between different accounts.
Configure all settings and all modules.
Use this role only for a very small number of central super-admins.
Manager vs Company Administrator – what’s the difference?
Manager and Company Administrator are easy to confuse, because both roles can manage parts of SalesScreen.
The difference is scope.
Manager = manages and motivates their own team(s).
Company Administrator = can see and change everything in the company.
A Manager should be able to run their team day to day without having company-wide configuration access.
A Company Administrator should only be used when the user needs full access to all settings, all data, and all features in the company.
Rule of thumb: if the user only needs to run their own team, use Manager. If they need to configure the whole company, use Company Administrator.
Account Owner vs Company Administrator – what’s the difference?
An Account Owner has the same system access as a Company Administrator, but also has commercial rights.
Company Administrator = full system access within one company.
Account Owner = full system access plus commercial responsibility.
Only Account Owners can manage licenses, subscriptions, upgrades, and other commercial changes for the account.
Rule of thumb: Company Administrators run the system. Account Owners own the subscription and commercial setup.
Module-specific admin vs Company Administrator – what’s the difference?
A module-specific admin manages one area of SalesScreen.
A Company Administrator manages everything.
For example:
If someone only manages TV screens, use Screen Administrator.
If someone only manages rewards, use Reward Administrator.
If someone only manages targets, use Target Administrator.
If someone needs access to all settings and all modules, use Company Administrator.
Rule of thumb: use a module-specific role when the user owns one area. Use Company Administrator only when they need company-wide control.
A practical example
A company is setting up access for a new SalesScreen rollout.
Sales reps get Regular User access, so they can view dashboards, follow the feed, and participate in competitions.
Team leaders get Manager access, so they can run their own teams, manage competitions, set targets, and follow up on performance.
The person responsible for office TVs gets Screen Administrator access.
The person responsible for targets gets Target Administrator access.
The person responsible for the reward shop gets Reward Administrator access.
A central operations owner gets Company Administrator access.
The person responsible for the contract and licenses gets Account Owner access.
This setup gives each person enough access to do their job, without giving unnecessary company-wide permissions.
How to choose the right access level
When choosing access, follow these principles.
Start from the user’s main job
Use the user’s main responsibility as the starting point.
Team leaders are usually Managers.
Central system owners or operations users are often Company Administrators.
People responsible for one area, such as targets, screens, rewards, or users, should usually get one module-specific admin role.
Use the lowest access that still lets them do their job
Do not give more access than needed.
If the user can do their job as a Manager, do not make them Company Administrator.
If the user only needs to manage screens, give Screen Administrator instead of broader admin access.
If the user only needs to manage rewards, give Reward Administrator instead of broader admin access.
Keep high-level admin roles rare
High-level admin roles should be limited to a few trusted people.
Use these roles carefully:
Executive Administrator
Account Owner
Company Administrator
Most users should be Regular Users, Managers, or module-specific administrators.
Frequently asked questions
Which role should a normal user have?
Most users should be Regular Users.
This lets them use SalesScreen, view relevant dashboards and scorecards, interact with the feed, and participate in configured features.
Which role should a team leader have?
Team leaders should usually be Managers.
This gives them access to run and motivate their own team(s), without giving them full company-wide admin rights.
Who should be a Company Administrator?
Use Company Administrator for people who need full access to all features, all data, and all settings in one company.
This role should be limited to a few trusted users.
Who should be an Account Owner?
Use Account Owner for the person who owns the commercial responsibility for the account, such as licenses, subscriptions, upgrades, and contract-related changes.
Who should be an Executive Administrator?
Use Executive Administrator only for a very small number of central super-admins who need full access across all company accounts.
What role should I use if someone only manages one area?
Use a module-specific administrator role.
Examples:
Screens → Screen Administrator
Targets → Target Administrator
Rewards → Reward Administrator
Users and teams → User Administrator
Achievements → Achievement Administrator
Can I give someone multiple roles?
Normally, try to give each user one clear role.
If a user seems to need many roles, first check whether they should instead have Manager, Company Administrator, or a specific module administrator role.
Next steps
Read “How do I add a new user to SalesScreen?” to create users and assign access.
Read “How do I fix common access and permission issues in SalesScreen?” if a user cannot see or do something.
Read “What is Subscription & License Management in SalesScreen?” to understand Account Owners and license access.