SalesScreen

To deactivate a user you go to manage -> users -> the user or users you want to deactivate and click deactivate.

How can I deactivate a user?

You reactivate a user from Manage → Users → deactivated tab by selecting the user and clicking Activate user to restore their access.

How do I reactivate a user in SalesScreen?

Access the SalesScreen community to submit a feature request, vote on features or simply see what we are working on.

How can I submit a feature request?

You remove a user from a team by going to Manage → Organization → Teams, selecting the team, finding the user under the Users tab, and reassigning them to a…

How do I remove a user from a team in SalesScreen?

You assign a user to a team by going to Manage → Organization → Teams, selecting the team, clicking Assign users under the Users tab, and checking the box next…

How do I assign a user to a team in SalesScreen?

You can follow the SalesScreen roadmap primarily through the SalesScreen Community / Feedback portal, and get deeper roadmap context via your Customer Success Manager (CSM).

Where can I see the SalesScreen product roadmap?

Build a daily SalesScreen habit. How reps and managers can start the day from the player profile, run team meetings and 1:1s from live numbers, and keep motivation high.

Best practices: Getting your team to check SalesScreen daily

Your activity may be missing because the report is older than 48 hours, you are viewing a different team’s feed, the activity source is not enabled for that feed, or…

Why isn’t my activity showing in the feed?

Caroline Ingrud

Marius Ekerholt

Christoffer Mack Løvdal

For everything related to teams, activities, feeds, motivation, and daily engagement.

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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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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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