SalesScreen

Understand how licenses work in SalesScreen: how many you have, who can manage them, and what happens when you run out. Learn what a license is, who your Account Owners…

What is Subscription & License Management in SalesScreen?

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?

Marius Ekerholt

How to manage your plan, invoices, payment methods, and subscription details.

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

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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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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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