SalesScreen

This overview explains the different roles a user can have in SalesScreen, what each role can do, and how to choose the right access level. The goal is to keep…

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?

How to: Enable SSO for Your Team

You enable two‑factor authentication (2FA) from your profile’s Security tab, so you need a 6‑digit code in addition to your password when you log in.

How do I enable two-factor authentication?

Øystein Heimark

Cailin Kless

Marius Ekerholt

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

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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