SalesScreen

A new user usually cannot log in because the user is pending without a license, never received or used an expired login link, has a password that is too short,…

Why can't a new user log in to SalesScreen?

Access in SalesScreen is controlled by roles and privacy settings. If a user can't see or manage users, screens, dashboards, settings or other users' data, check their role, team scope,…

How do I fix common access and permission issues in SalesScreen?

A new user can be missing because the user is pending, has no team, is not mapped to the correct integration user, has no reports or targets yet, or is…

Why is a new user not showing in SalesScreen?

A user appears under the wrong team, office or region when the user's team assignment in SalesScreen is wrong. Reassign the user to the correct team, and move the user's…

Why is a user assigned to the wrong team, office or region?

A deactivated user becomes active again when an automated user source, such as Azure AD automatic import, Okta, an integration or the SalesScreen API, re-enables the user. To stop this,…

Why does a deactivated user keep coming back?

In almost all cases, you should deactivate a user rather than delete them. Deactivating removes the user's access while keeping their historical results in SalesScreen. If you need to remove…

Should I delete or deactivate a user in SalesScreen?

Emil Lindblom

olve problems with users who can’t log in, aren’t showing, are on the wrong team or keep coming back after deactivation, and with access and permissions.

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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.

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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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