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 → Inactive 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?

Turn SalesScreen into a daily habit. Practical routines for reps and managers to check dashboards, run team meetings, and keep motivation high every day.

Make Motivation a Daily Habit in SalesScreen

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?

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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, 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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