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Description of different user accesses

A description of the different accesses a user can have in SalesScreen.

Ole Jacob Christoffersen avatar
Written by Ole Jacob Christoffersen
Updated this week

Executive Administrator

  • Full Access: Can access everything within the company, including:

    • Moving users between different accounts.

Account Owner

  • Full Access: Same as Company Administrator with additional permissions to:

    • Purchase more licenses for subscriptions.

Company Administrator

  • Full Access Only: This role will now be available only for users requiring complete access to all aspects of the company.

  • Removed Restricted Access: Company administrators will no longer have options for restricted access to specific teams or modules.

  • Areas that you get access to that are not possible without being a company or account admin

    • Manger β†’ Settings

    • Scorecards

    • Manage feeds

Module-Specific Access:

  • For users who require access to only certain functionalities, such as managing targets, competitions, or screens, their roles will now be converted to module-specific admin roles (e.g., Target Administrator, Screen Administrator, etc.).

User Administrator

  • Specific Access:

    • Can create and edit users within assigned teams.

    • Cannot edit users outside of their assigned team.

  • Access to:

    • Add, disable, import users

    • Create teams, departments

    • Assign users to teams

    • Assign teams to departments

    • Access to Organization

Statistic Administrator

  • Key Changes:

    • Removed dashboard editing capabilities.

    • Removed access to metrics

  • Access to

    • Dashboards with restricted access.

    • Reports.

Screen Administrator

  • Specific Access:

    • Can manage screens, playlists, and slides.

    • Access is limited to specific teams if configured.

Target Administrator

  • Specific Access:

    • Can create and edit targets for assigned teams.

Competition Administrator

  • Specific Access:

    • Can create and edit competitions.

    • Can start battles within assigned teams.

Achievement Administrator

  • Specific Access:

    • Can create and edit achievements.

Coaching Administrator

  • Specific Access:

    • Can create coaching sessions.

    • Can schedule sessions with users from other teams, even if limited to one team.

Reward Administrator

  • Specific Access:

    • Can manage rewards, coins, and approve/disapprove requested rewards.

Regular Users

  • General Access: View dashboards, widgets, feed, scorecards, rewards, and more as configured by administrators.

New Manager role

  • Competitions: Create and manage competitions for their team.

    • A manager can only edit competitions they have created themself

  • Missions: Create and assign missions within their team.

  • Targets: Set target values for team members.

  • Team Data: Access and view team-specific data on the dashboard for insights and reporting.

  • Battles: Set up and manage battles for their team

This role strikes a balance between functionality and simplicity, ensuring managers can focus on driving team performance without the complexity of full admin rights.


Removed "Manage" Permissions for Full Admins with Restricted Team Access

The following settings are now restricted and need full company admin to administrate :

  • XP

  • Achievements

  • Activity Types

  • Activity Flows

  • Settings

  • Metrics

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