Your profile settings let you control your personal information, notifications, security, privacy, and celebration preferences in SalesScreen.
Role
Any SalesScreen user
Plan
All plans
Prerequisites / who this applies to
You can log in to the SalesScreen web app
You can open your user menu from the top-right corner
1. Access your profile settings
Click the settings icon (gear icon) in the top-right corner
The Edit Profile page will open with five tabs: Profile, Celebrations, Privacy, Security, and Notifications
You'll see five tabs: Profile, Celebrations, Privacy, Security, and Notifications
2. Update your personal information (Profile tab)
The Profile tab contains your basic personal information:
Update your First Name, Last Name, and profile picture.
Add or update your Birthday and Hire Date (these trigger team celebrations)
Add your Phone Number (required for SMS two-factor authentication)
Change your Language if different from your company's default
Select your Appearance theme (Light, Dark, or System)
Click Save when you're done
3. Customize your celebrations (Celebrations tab)
The Celebrations tab controls how your achievements are displayed:
Choose a celebration video from YouTube or select from provided backgrounds
Set your Activity Type for custom celebrations
Click Edit on your current celebration to change it
4. Manage privacy and email settings (Privacy tab)
The Privacy tab controls what's visible to others and which emails you receive:
Reports: Toggle "Hide From Feed" or "Hide From Screen" to control where your reports appear
Battles: Enable or disable Battle challenges
Reward Shop: Subscribe to reward suggestion emails and reward request emails
Other: Subscribe to achievement emails, insights emails, and endorsement emails
Click Save when you're done
5. Update security settings (Security tab)
The Security tab lets you manage your password, two-factor authentication, and active sessions:
Password: Click Change Password to update your password
Two-Factor Authentication: Click Enable Two-Factor Authentication to add extra security to your account
Sessions: Click Sign out from all other sessions to log out from all devices except your current one
6. Configure notifications (Notifications tab)
The Notifications tab controls when and how you receive push notifications:
Use the main Enable toggle to turn all notifications on or off
Set Business hours to limit when you receive notifications (or choose "Always on")
Toggle specific notification types: Feed messages, Feed comments, Feed likes, Achievements, Battles, and Competitions
Click Save changes when you're done
What happens next
Your changes apply to your own SalesScreen user profile. Depending on what you update:
Your name, nickname, profile image, language, or theme may change immediately
Birthday or hire date may trigger future celebrations if enabled by your admin
Privacy settings control where your reports and activity appear
Security settings affect how you log in
Notification settings control when SalesScreen sends alerts to you
What if this doesn't work?
I can’t upload or change my profile picture
Make sure the image is a supported format, such as JPG, PNG, or GIF, and try using a smaller file if the upload fails.
My birthday or hire date doesn’t trigger a celebration
Check that the dates are saved correctly in the Profile tab. If they are, ask your admin to confirm that birthday and work anniversary celebrations are enabled.
I changed my language or theme, but nothing changed
Refresh the page after saving. If you selected System theme, SalesScreen follows your computer’s system appearance.
I can’t change my email address
Users normally cannot change their own login email. Contact your admin or manager to update your email address.