SalesScreen

Use Report Center to send executives a structured view of SalesScreen's adoption, performance, and impact — no SalesScreen login required.

How do I set up and send an Executive Value Report?

Report Center is where Company Admins create, schedule, and manage template-based reports for executives and stakeholders.

What is Report Center?

You remove holidays from target periods in Settings → Date settings by adjusting the Working days for a specific year, adding or removing custom and suggested

How do I remove holidays from the target periods in SalesScreen?

Delete a board when you no longer need it and want it completely removed from your dashboards.

How do I delete a board?

Create a Board where you can add widgets you can find in the mobile application

How do I create a board for mobile widgets?

You resize a widget from Dashboard by opening the widget’s cogwheel → Resize, choosing a new size on the grid, and clicking Save.

How do I resize a widget on my dashboard in SalesScreen?

You can choose which teams are allowed to report a certain activity (for example “Car insurance sold”).
If a team is not assigned, they cannot log that activity.

How can I assign teams to an activity?

You change a user’s password from Manage → Users → Security → Change password, then set and confirm a new password that meets the security rules.

How do I change a user's password?

You create target periods from Manage → Targets → Manage periods → Add, choose how often the periods repeat, set the date range, and then create them so you can…

How do I create a target period in SalesScreen?

A Supporter is a user type for people you want to include in SalesScreen’s social features without giving them full permissions to log data or manage content.

What is a Supporter?

You decide which activities a team can manually report by assigning activities to that team (or assigning teams to the activity).

How can I assign activities to a team?

Make frequently used activities easier for users to log manually with Quick Add.

What is Quick Add?

Only Account Owners can add licenses from the Subscription page by clicking Add Licenses, choosing which subscription to update, reviewing the cost summary, and confirming the purchase.

How do I add more user licenses to my SalesScreen subscription?

Cohorts let you group users into custom segments (for example “New Starters”, “AE vs SDR”, “Onboarding Wave Q3”) and then use those groups as filters across widgets, competitions, slides, achievements,…

How do Cohorts work in SalesScreen?

Reload a screen to apply recent configuration changes and refresh the data being shown.

How can I reload a screen?

You enable Dark Mode from Screens by opening the screen, then toggling Dark mode on in the settings panel on the right.

How can I enable Dark Mode on a screen in SalesScreen?

You create a new activity type from Manage → Activity Types so you can group and track different kinds of KPIs (for example Sales, Meetings, Calls).

How can I create a new activity type?

You can duplicate an existing feed, give it a new name, assign a different team, and adjust which sources/metrics it shows—much faster than creating a feed from scratch.

How do I duplicate (copy) an existing feed in SalesScreen?

You can set a default feed message for each activity type so that every time users log a report, SalesScreen posts a consistent, company‑wide message that automatically pulls in the…

How can I set default feed messages?

You can create new dashboard boards and control who can see them so the right people get the right views of your data in SalesScreen.

How do I create and manage dashboard boards?

Set up users, roles, permissions and governance the right way, so everyone sees what they should, your data stays secure, and the platform scales as you grow.

Managing Your Account: Users, Roles, Security and Governance Done Right

Cailin Kless

Marius Ekerholt

Kristoffer Øseth

Admin essentials: adding and removing users, roles and permissions, SSO and 2FA, billing, and privacy settings.

05 Managing Your Account

Create a new user to quickly onboard a new employee with the rest of your organization on SalesScreen.

How do I create a new user?

Change your personal password regularly to keep your SalesScreen account secure.

How can I change my password?

You can set a currency (for example $, €, £) or other unit for a metric so that values are shown consistently across dashboards and reports in SalesScreen.

How can I set a currency?

A pending user has been added to SalesScreen but can't log in yet. Learn why users end up pending, how to find and activate them, and what happens to their…

What is a Pending user, and how do I activate one?

You create a new team from Manage → Organization → Teams by clicking Create team, entering the team name, selecting managers, assigning a department and feed, then clicking Create.

How do I create a new team in SalesScreen?

How to add, remove, and manage users; set up departments, teams, and cohorts; and understand what each role can do.

Users, roles & permissions

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

Description of different user accesses

Use Scorecards to track how your team is progressing toward key objectives. This guide walks you through creating and configuring a Scorecard.

How do I set up a Scorecard?

You can change a user’s access level, profile details and settings from their user profile, so they have the right permissions and experience in SalesScreen.

How to change user access?

You can add and verify your mobile phone number on your profile so you can receive SMS codes for two‑factor authentication (2FA) and keep your account more secure.

How can I register my phone number?

The Privacy tab in your Profile Settings lets you control how your activity is shared (Feed, Screens, Battles) and which email notifications you receive (rewards, achievements, endorsements, newsletters).

How do the different Privacy options work in SalesScreen?

SSO, two-factor authentication, privacy settings, session management, and external login providers.

Security & access

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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