Role
Admins
Plan
Essentials, Scale, Pro and Enterprise
Prerequisites
Endorsements are activated for your organization.
You have admin permissions to create and manage endorsement categories in SalesScreen.
Step‑by‑step instructions
Go to Manage → Settings in the bottom‑left corner of SalesScreen.
On the Settings page, click Endorsements in the left‑hand menu.
3. To create a new endorsement category, click the green Create new button in the top‑right corner.
4. In the popup, enter a Category title that clearly describes what you want to recognize (for example, “All star⭐”).
5. Choose whether this endorsement:
Grants coins when given
Is admin‑only (only admins can assign it)
Has a Period cap (maximum number of times it can be given per month).
6. When you are done, click Create. The new endorsement category now appears in the list.
7. To update an existing category, click Update on the far right, adjust the settings you need (title, coins, admin‑only, period cap), and click Save.
8. (Optional) Use the arrows to move endorsement categories up or down to change the order, or disable a category if you no longer want your team to use it.
What if this doesn’t work?
I can’t see the Manage or Settings options:
Check that you are logged in with an admin account. Ask an existing admin to confirm your role if the menu items are missing.The Create new button is greyed out or missing:
Refresh your browser and try again. If it still doesn’t appear, verify that your browser is up to date and that you don’t have any ad‑blockers or extensions interfering with SalesScreen.Team members can’t use a category I created:
Make sure the category is enabled and not set to admin‑only if you want everyone to be able to endorse with it. Also check that the Period cap has not been reached for the current month.
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