Before you start
Role: Company Administrator, Account Owner, Executive Administrator, or User Administrator
Plan: All plans
User Administrators can only create users in the teams selected in Limit access to selected teams on their Admin access tab.
You know which team each new user should belong to.
The user’s email address is correct and unique.
You have enough available licenses, if your account uses license management. If there are no available licenses, the user is created as a Pending user.
Step-by-step: Create a new user
Step 1 – Open Users
Click Manage at the bottom of the left-hand menu.
Under Company, click Users.
Step 2 – Open the Add users menu
In the top-right corner, click Add users.
Choose how you want to add users.
You have three options:
Import users from a connected system.
Create or update users from Excel.
Create one new user manually.
Option A – Import users from another system
Use this option when your users already exist in a tool connected to SalesScreen, for example Outreach.
Step 1 – Start the import
Open the Add users menu.
Click Import users from [tool name].
Example:
Import users from Outreach
Step 2 – Choose users to import
A list of users from the connected tool appears.
Tick the checkbox next to each person you want to import.
Click Add Users.
Step 3 – Send login information
You are sent back to the Users list.
Tick the new users.
Click Email login information at the bottom if you want to send login emails now
Option B – Create or update users from Excel
Use this option when you want to add many users at once, or update existing users in bulk.
Step 1 – Download the Excel template
Open the Add users menu.
Click Create or update users from Excel.
On the first step, click Download to get the Excel template.
Tick the box if you want to include all existing users in the file.
Step 2 – Fill in the Excel file
Open the file in Excel.
Fill in or update the user fields.
Each row is one user.
Common fields include:
Email
First name
Last name
Nickname
Team
Birthday
Hire Date
Do not change the column names or layout.
Save the file when you are done.
Step 3 – Upload the Excel file
Go back to SalesScreen.
Move to the Upload step.
Click the upload box, or drag and drop your saved Excel file into it.
Step 4 – Map the columns
On the Mapping step, match each Excel column to the correct SalesScreen field.
Example:
Email → Email
First Name → First name
Required fields must be mapped. Optional fields can be skipped.
Step 5 – Choose import behavior
On the Import step, choose what should happen:
Create new users if they do not already exist in SalesScreen.
Update values of existing users if they already exist.
Tick one or both options.
Click Import.
When the import is complete, you are sent back to the Users list.
Option C – Create one new user manually
Important: A manually created user is not automatically connected to an external system, such as your CRM or another integration. Data from that system does not sync for the user until the user is mapped.
If the user should receive synced data from an external system, use Option A or Option B instead, or map the user to the external system after creating them.
Step 1 – Open the manual user form
Open the Add users menu.
Click Create new user.
A small window opens.
Step 2 – Fill in the user details
Fill in the required user information:
First name – the user’s first name.
Last name – the user’s last name.
Email – must be unique and able to receive emails.
Team – choose a team from the dropdown.
Optional fields:
Nickname – how the user should appear on screens.
Send email confirmation to user – sends login information right away.
Integration keys – used if your company connects users to integrations.
Step 3 – Create the user
Click Create new user to save.
Click Close if you want to cancel.
After the user is created, check whether they need to be mapped to an external system. Activity data from that system does not sync into SalesScreen until the user is mapped.
What happens next
The new users now exist in SalesScreen.
Make sure each user is assigned to the correct team so their activities can be logged and shown correctly.
If you did not send login emails when creating the users, you can do it later:
Go to Manage → Users.
Tick the users.
Click Email login information.
To give a user an admin role or make them a Manager, see How to change user access?
What if this doesn’t work?
I don’t see Users under Manage
Creating users requires Company Administrator, Account Owner, Executive Administrator, or User Administrator access. Ask a Company Administrator to create the user or update your access.
I don’t see the Add users button
Check that you have one of the roles listed above. If you are a User Administrator, ask a Company Administrator to check your Admin access tab.
The team I need is not in the Team list
If you are a User Administrator, you can only create users in the teams selected in Limit access to selected teams. Ask a Company Administrator to add the team to your access.
The user is created as Pending
The account has no available licenses. A user created without an available license is always Pending. An Account Owner must add more licenses before the user can be activated. See How do I add more user licenses to my SalesScreen subscription?
Users I did not create appear as Pending
If your company uses an identity provider (IAM) integration, users created there are added to SalesScreen automatically as Pending users. An Account Owner, Company Administrator, or User Administrator must activate them before they can use SalesScreen. Pending users that are not activated within 2 weeks are automatically
The Excel import fails
Check that:
You did not change the template column names.
Required fields are mapped.
Email addresses are valid and unique.
Team names match existing teams in SalesScreen.
The user did not receive login information
Go to Manage → Users, tick the user, and click Email login information.
Also ask the user to check their spam or junk folder.
The user does not receive data from the integration
A manually created user is not connected to external systems. Map the user to the external system. See How do I map SalesScreen users to external users?
I cannot find users from the connected system
Check that the integration is connected and that the user exists in the connected system. If the user still does not appear, contact your SalesScreen administrator or SalesScreen Support.
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