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How do I assign a user to a team in SalesScreen?

You assign a user to a team by going to Manage → Organization → Teams, selecting the team, clicking Assign users under the Users tab, and checking the box next to the user you want to add.

Written by Marius Ekerholt

Role
Company Admin or User Admin

Plan
All plans

Prerequisites

  • You have Company Admin or User Admin access

  • The user is already created in SalesScreen

  • The team you want to assign them to exists

Step‑by‑step instructions

Step 1 – Open Organization

  1. In the bottom‑left corner of SalesScreen, click Manage.

  2. Under the Company section, click Organization.

Step 2 – Go to Teams

  1. On the Organization page, click the Teams tab.

  2. You'll see a list of all teams in your organization.

Step 3 – Select the team

  1. Find and click the team you want to assign the user to.

  2. The team page opens on the right side.

Step 4 – Assign the user

  1. On the team page, click the Users tab.

  2. Click Assign users.

  3. In the popup, check the box to the far right of the user(s) you want to add.

  4. Click Assign [number of] users in the bottom‑right corner.

The user is now assigned to the team and can start reporting under that team.

What if this doesn't work?

I don't see the Assign users button
You may not have User Admin or Company Admin rights. Ask a Company Admin to update your permissions or assign the user for you.

The user I want to assign doesn't appear in the list

  • Check that the user is created and active in SalesScreen under Manage → Users → Active.

  • If the user is already assigned to the team, they won't appear in the assign list again.

The user still can't report or doesn't see the team

  • Confirm the user was successfully added under the team's Users tab.

  • Ask the user to refresh the app or log out and back in.

  • Check that the user has the correct role/permissions to report for that team.

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