Before you start
You must be a Company Admin or User Admin.
Step 1: Open the Users page
In SalesScreen, click Manage at the bottom of the left menu.
Click Users under Company.
Step 2: Open the user you want to edit
On the Users page, find the person you want to change.
Click anywhere on their row.
You now see that user’s profile.
Step 3: Edit basic info (Profile tab)
At the top of the page, make sure the Profile tab is selected.
Here you can change:
Name
Email
Birthday
Hire date
Update the fields you need.
Save your changes.
Step 4: Change access level (Access tab)
Click the Access tab.
You see a list of access levels with checkboxes.
Tick the levels you want this user to have.
Simple meaning of each access level:
Account Owner – full control of the whole account, including subscription.
Company – can see and change everything in the company.
User – can create and edit users.
Statistics – can see all data and reports.
Screen – can manage screens, playlists, and slides.
Target – can create and edit targets.
Competition – can create and edit competitions.
Achievement – can create and edit achievements.
Coaching – can create coaching sessions.
Reward – can manage rewards, coins, and requests.
Note:
If you tick Account Owner, all other access levels are turned on.
If you tick Company, all levels below it are turned on.
Step 5: Edit celebrations, privacy, security, and notifications
You can adjust more details in the other tabs:
Celebrations
Choose celebration videos and appearance for screens.
Change how the user is shown when they are celebrated.
Privacy
Control which activities others can see.
Control which emails this user receives.
Security
Change the user’s password.
Create a new invitation link if they have not logged in yet.
Notifications
Choose which push notifications the user gets on their phone.
What happens next?
Your changes are saved for that user.
Their access level, privacy, and notifications take effect right away.
You can repeat these steps for any other user you need to update.