SalesScreen

Marius Ekerholt

Admin essentials: adding and removing users, roles and permissions, SSO and 2FA, billing, and privacy settings.

05 Managing Your Account

Create a new user to quickly onboard a new employee with the rest of your organization on SalesScreen.

How do I create a new user?

Customize the message that will be posted to the company feed when a user adds reports on a product of a specific type.

How can I set default feed messages?

How do I end an ongoing competition?

Change your personal password regularly to keep your SalesScreen account secure.

How can I change my password?

You can customize the currency or unit shown for each metric (for example $, €, etc.).

How can I set a currency?

A pending user has been added to SalesScreen but can't log in yet. Learn why users end up pending, how to find and activate them, and what happens to their…

What is a Pending user, and how do I activate one?

How to add, remove, and manage users; set up departments, teams, and cohorts; and understand what each role can do.

Users, roles & permissions

A description of the different accesses a user can have in SalesScreen.

Description of different user accesses

Use Scorecards to track how your team is progressing toward key objectives. This guide walks you through creating and configuring a Scorecard.

How do I set up a Scorecard?

This article shows you how to open a user’s profile and change their details, access level, and settings.

How to change user access?

Register your phone number to your profile to secure your account with two-factor authentication with SMS.

How can I register my phone number?

SSO, two-factor authentication, privacy settings, session management, and external login providers.

Security & access

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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