Required User Privileges: Company Admin
Step 1 – Open Users
At the bottom left of SalesScreen, click Manage.
In the menu, under Company, click Users.
Step 2 – Select the user
On the Users page, find the user in the list.
Click on the user’s name to open their profile.
Step 3 – Go to Admin access
At the top of the profile, click the Admin access tab.
You will now see the admin roles and access options for this user.
Step 4 – Choose the access level
Here you can decide what this user can do:
At the top, you can turn on Account Owner or Company if they should have very high access.
In Limit access to selected teams, choose All or pick specific teams to limit their admin access.
In the list of roles (User, Statistics, Screen, Target, Competition, Achievement, Reward, etc.), click each role card to turn it on or off.
A role with a check mark means the user has that admin role.
No check mark means they do not have that admin role.
Step 5 – Save your changes
When you are finished, click Save changes at the top.
What happens next
The user’s access level is now updated.
They may need to refresh their browser or log out and back in to see their new permissions.