05 Managing Your Account
Admin essentials: adding and removing users, roles and permissions, SSO and 2FA, billing, and privacy settings.
By Marius and 6 others7 authors24 articles
- How do I create a new user in SalesScreen?
- How do I change my password in SalesScreen?
- How can I set a currency?
- What is a Pending user, and how do I activate one?
- How do I create a new team in SalesScreen?
- What is a department?
- Managing Your Account: Users, Roles, Security and Governance Done Right
- How do I set up and send an Executive Value Report?
- How do I remove holidays from the target periods in SalesScreen?
- How do I delete a board?
- How do I create a board for mobile widgets?
- How do I create a target period in SalesScreen?
- What is a Supporter?
- How do Cohorts work in SalesScreen?
- How can I enable Dark Mode on a screen in SalesScreen?
- Description of different user accesses
- How do I set up a Scorecard?
- How do I change a user’s access in SalesScreen?
- How can I register my phone number?
- How do the different Privacy options work in SalesScreen?
- How to: Enable SSO for Your Team
- How do I enable two-factor authentication?
- How do I change a user's password?