Before you start
Available on: All plans
Access required: Company Admin or User Admin
Note: If your organization uses Single Sign-On (SSO), users will log in through your SSO provider instead. See the article "Enable SSO for your team" for instructions.
How to send login information
Go to Manage in the bottom-left corner of SalesScreen
Click Users under the Company section
Select the user(s) you want to send login information to by checking the box next to their name
Click Email Login Information/Send reset password via email
Password requirements
For security, passwords must be at least 12 characters long.
Valid examples:
1234567891011
abcdefghijklm
aPasswordExample
Once the user sets their password, they can log in at app.salesscreen.com.
How to send an invite link yourself
If the user does not receive the email, you can send the link yourself:
1. Go to Manage › Users and click the user's name.
2. In Edit Profile, click the Security tab.
3. Under Invite Link, click Generate invite link.
4. Click Copy invite link.
5. Send the link to the user in Teams, Slack, a text message or another channel.
The invite link expires after 24 hours.
How to send login information to several users at once
Click Send invites on the Users page. You can send invites to all users that match your current filter, or only to users who have not logged in yet.
What if this doesn't work?
Problem: I don't see the Email Login Information button
Solution: Make sure you have Company Admin or User Admin access. If you don't have this access, contact your Company Admin to send the login information or grant you the required permission.
Problem: The user says they didn't receive the email
Solution: Ask the user to check their spam/junk folder. If it's not there, verify that the email address on the user profile is correct (click the user's name to view their profile). You can resend the login information by following the same steps again.
Problem: The user's password is rejected even though it's 12 characters
Solution: The password must be at least 12 characters long. Some password managers or auto-fill tools may generate shorter passwords. Ask the user to manually count the characters or try a different password that clearly meets the 12-character minimum.
Problem: I need to send login information to a new user who doesn't exist yet
Solution: You must create the user first before you can send login information. When creating a new user, you have the option to send login information immediately by checking the "Send login information to email" box in the user creation form.
Problem: The login link expired
Solution: Password reset links expire after a certain time for security. Send the login information again, and the user will receive a fresh link. You can also generate an invite link on the user's Security tab and send it yourself. The invite link expires after 24 hours.
Problem: The user created their password but can't log in at app.salesscreen.com
Solution: Verify that the user is going to the correct URL (app.salesscreen.com) and using the email address registered in SalesScreen. If your organization uses SSO, they should not use this login method — direct them to your SSO login page instead.
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