Users, roles & permissions
How to add, remove, and manage users; set up departments, teams, and cohorts; and understand what each role can do.
By Marius and 3 others4 authors15 articles
- How do I create a new user in SalesScreen?
- How do I change my password in SalesScreen?
- How can I set a currency?
- What is a Pending user, and how do I activate one?
- How do I create a new team in SalesScreen?
- What is a department?
- Best practices: Structuring teams, roles and access for a clean account
- How do I set up and send an Executive Value Report?
- How do I remove holidays from the target periods in SalesScreen?
- How do I delete a board?
- How do I create a board for mobile widgets?
- How do I create a target period in SalesScreen?
- What is a Supporter?
- How can I enable Dark Mode on a screen in SalesScreen?
- What are cohorts and how do I set them up?