05 Managing Your Account
Admin essentials: adding and removing users, roles and permissions, SSO and 2FA, billing, and privacy settings.
By Cailin and 8 others9 authors33 articles
- How do I set up and send an Executive Value Report?
- What is Report Center?
- 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 resize a widget on my dashboard in SalesScreen?
- How can I assign teams to an activity?
- How do I change a user's password?
- How do I create a target period in SalesScreen?
- What is a Supporter?
- How can I assign activities to a team?
- What is Quick Add?
- How do I add more user licenses to my SalesScreen subscription?
- How do Cohorts work in SalesScreen?
- How can I reload a screen?
- How can I enable Dark Mode on a screen in SalesScreen?
- How can I create a new activity type?
- How do I duplicate (copy) an existing feed in SalesScreen?
- How do I create or edit an activity?
- What is an Activity Type?
- How can I set default feed messages?
- How do I create and manage dashboard boards?
- Managing Your Account: Users, Roles, Security and Governance Done Right