This overview explains the different roles a user can have in SalesScreen, what each role can do, and how to choose the right access level. The goal is to keep things simple and to normally give each user one clear role.
Manager
Purpose: Give team leaders enough tools to run and motivate their own team(s), without giving them full company‑wide admin rights.
A Manager in SalesScreen is responsible for performance and motivation in their own team(s). The role is designed so managers can coach, follow up, and run everyday motivation, without needing access to all settings in the system.
What a Manager can do
General
See and understand performance for the team(s) they manage.
Configure day‑to‑day motivational tools for those teams.
Competitions
Create and manage competitions for their own team(s).
Edit only the competitions they have created.
Missions
Create and assign missions within their team(s).
Targets
Set and adjust target values for the team members they manage.
Team data & dashboards
View dashboards and data for the team(s) they manage.
Use this data for follow‑up and coaching.
Reports
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.
Organization
Access the parts of the organization structure that correspond to their own team(s).
Cohorts
Use cohorts that are available to them, based on the privacy settings of each cohort.
Role philosophy
Managers should be able to run their team day‑to‑day without needing help from admins, but still not have access to company‑wide configuration. This keeps the setup both safe and easy to understand.
Account Owner
Purpose: Commercial and administrative owner of one SalesScreen account.
Has:
The same system access as a Company Administrator.
Additional rights to:
Purchase and manage licenses and subscriptions.
Approve upgrades or other commercial changes for that account.
Typically used for the person who owns the contract and commercial responsibility.
Company Administrator
Purpose: Full administrative control within a single company/account.
Key points:
Full access to all features, all data, and all settings in that company.
No “restricted” version of this role. A Company Administrator can see and change everything in the company.
Examples of areas that require Company/Account/Executive admin:
Manager → Settings
Scorecards configuration
Feed management
Full organization structure and module configuration
Use this role only for people who must have company‑wide configuration access.
Module‑specific administrator roles
These roles are for users who need to manage one specific area of SalesScreen. Normally, you give them one of these roles, not a mix.
User Administrator
Purpose: Manage users and organization structure within their 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 for local admins or HR/ops who manage people and structure in a 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 for users who need insight and reporting, but should not configure how the system is set up.
Screen Administrator
Purpose: Manage screens and what is shown on them.
Can:
Manage screens, playlists, and slides.
Be limited to certain teams if configured.
Use 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 for those 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 for users who drive engagement through competitions.
Achievement Administrator
Purpose: Manage achievements and badges.
Can:
Create and edit achievements for assigned teams.
Use for those 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 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.
Use for those who own the reward shop and reward budget.
Regular Users
Purpose: Normal end‑users of SalesScreen.
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, etc. as configured.
Regular users use what admins and managers set up. They do not configure the system.
High‑level admin roles
Executive Administrator
Purpose: Full control across all company accounts.
Can:
See and change everything in all company accounts in SalesScreen.
Move users between different accounts.
Configure all settings and all modules.
Use only for a very small number of central super‑admins.
How to choose the right access level (simple rules)
When you set access for a user, follow these simple principles:
Start from the user’s main job.
Team leaders: usually Manager.
Central system owners / ops: often Company Administrator (or higher, if needed).
People responsible for one area (targets, screens, rewards, etc.): a single module‑specific admin role.
Use the lowest access that still lets them do their job.
If they can solve their tasks as Manager, do not make them Company Administrator.
If they only need to manage screens, do not give them statistics or user admin.
Keep high‑level admin roles rare.
Executive Administrator, Account Owner, and Company Administrator should be limited to a few trusted people.
Most others should be Managers, module‑specific admins, or Regular Users.
By following these rules, you keep SalesScreen easier to manage, safer, and more understandable for everyone.