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SalesScreen Essentials: Managing Users
SalesScreen Essentials: Managing Users

Managing Users in SalesScreen Essentials

Cailin Kless avatar
Written by Cailin Kless
Updated over a week ago

View Users

You can see all users by going to Manage in the bottom of the left menu bar and selecting users. You can choose whether to view a list of your active or inactive users by selecting the tabs at the top of the page.

Import users from Outreach

  1. go to manage --> users --> add user

  2. Chose import users from Outreach

3. Tick off the users you want to import and press add user, then the users will be uploaded to the account and you will be redirected to the user page.

4. If you are ready for it, you can send out login by ticking of the users and chose send login information:

Add Users

To add a new user, click the Add users button in the top right corner of the page. A dropdown will appear with three options: Create or update users from Excel, Import users from Azure AD, or Create new user.

Create or update users from Excel

1.) If you choose this option, your first prompt will be to download a properly formatted Excel template. You will have the option to include all existing users in this template. Hit Download.

2.) After downloading, you will have a file very similar to the one pictured below. Add or edit the users as needed, but be sure to retain the formatting you have been given. When you have made all the updates you need, save your changes to the file.

3.) Back on the SalesScreen browser, navigate to the next step using the forward arrow at the bottom of the page. Here you can choose a file to upload. Select the one you edited in the previous step.

4.) Next you must map the columns from the Excel sheet to SalesScreens user fields. If no changes were made to the structure of the sheet, this should be straightforward. Simply click each corresponding title in succession so that both versions of it are highlighted in the same color, going all the way down through the line.

5.) On the last step, you can choose whether to Create new users if they do not already exist in SalesScreen, Update values of existing users, or both. Then, finalize your changes by hitting the Import button.

Import users from Azure AD

You need to be an administrator of your organization’s Azure Active Directory tenant to be able to use this option.

If you choose this option, you will first need to select MANUAL IMPORT or AUTOMATIC IMPORT (Automatic is based on group membership in your Azure Active Directory).

In either case, you will need to review your permissions through Microsoft. Clicking Review Permissions will redirect you there.

Once these permissions have been accepted, you will be able to start importing users.

Create new user

You can also always add a new user manually. This option will generate a simple popup window to get you started with the absolute basics for a new user:

First name

Last name



Team - selected from your previously existing team’s using the dropdown

Send login information to email - we recommend you check this!

Fill out all the above as desired and click Create new user, or hit Close to cancel.

Edit a User

A user’s profile can be edited by clicking on their listing in Manage > Users.

User profiles are divided into six tabs:

Profile — Basic personal information; name, email, birthday, hire date.

Access — Controls the user’s access level within SalesScreen. More information on this below.

Celebrations — Sets the user’s personalized celebration video selection, appearance, and settings.

Privacy — Controls the visibility of certain activities within SalesScreen, as well as email subscriptions.

Security — This is where you can change a user’s password or generate an invitation link for them if you have not already sent them one upon the creation of their account.

Notifications — Control the settings for the user’s push notifications.

Types of User Access

Your available levels of user access are as follows. You can assign a given user some, all or none of these accesses in any combination.

  • Company — Company administrators have access to everything in the company. NOTE: Checking this access will automatically check every access level below.

  • User — User administrators have access to create and edit users in the company.

  • Statistics — Statistics administrators have access to all data.

  • Screen — Screen administrators have access to the screens, playlists and slides.

  • Competition — Competition administrators have access to create and edit competitions.

  • Achievement — Achievement administrators have access to create and edit Achievements.

Additionally, there is one separate class of user not covered in the Access tab, which is the Spectator.

What is a Spectator?

A Spectator is a user that

  • can use SalesScreen Rewards

  • can send and receive Endorsements

  • can create content in the Feed and interact with content created by other users

  • can view certain dashboards

What separates Spectators from regular users are that they

  • can't register any data, which means they can't be a part of competitions, battles and leaderboards

  • can't receive achievements

  • can't manage any content

You can change a regular user into a Spectator and vice versa by navigating to Manage > Users, checking the box next to the user(s) you wish to change, and then clicking Toggle Spectator.

A green checkmark will appear in the Spectator column for a user that has been successfully turned into a Spectator.

Deactivating a User

To deactivate a user, go to Manage > Users, check the box next to the user you wish to deactivate, and then click the Deactivate button in the bottom right.

You will receive a confirmation popup box asking if you are sure. Click Deactivate again to go forward (or Cancel to keep the user active).

Once deactivated, you can still find the user again by switching to the Inactive tab in Manage > Users. You can reactivate the user if you choose by selecting the checkbox next to their name and clicking Activate in the bottom right of the screen. This will also prompt a confirmation popup.

You will need to reassign the user to their proper team after reactivating them— they will default to None.

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