Manage your Teams & Users

Series of guides for Company/User Administrators on how to administrate teams and users within your organization on SalesScreen.

19 articles in this collection
Written by Remi Allegre, Øystein Heimark, Espen Bjørkeng and 1 other

What is a Supporter?

Use Supporters to let more people in your organization make use of SalesScreen's features.

Written by Espen Bjørkeng
Updated over a week ago

Get Started

How do I create a new user?

Create a new user to quickly onboard a new employee with the rest of your organization on SalesScreen.

Written by Remi Allegre
Updated over a week ago

How can I send the login information to a user?

Send the login information to a user so he/she receives an email invitation to set its own password and can login into his account

Written by Remi Allegre
Updated over a week ago

How do I create a new team?

Create a new team to always keep your SalesScreen account inlined with your company's internal organization.

Written by Remi Allegre
Updated over a week ago

How can I assign a user to a team?

Assign a user to a team to allow him/her to add reports into SalesScreen.

Written by Remi Allegre
Updated over a week ago

Users' Reports

How can I manage my users' reports?

Learn how to browse, edit, delete or add historical reports on behalf of your users.

Written by Remi Allegre
Updated over a week ago

How can I import reports from Excel?

Import reports from Excel to bulk add many reports at once, for example in order to add your historical data to SalesScreen

Written by Remi Allegre
Updated over a week ago

How-Tos

How do I set up a Scorecard?

Keeping tabs on your teams progress has never been easier, read below to learn how to set up a Scorecard.

Written by Brittney Moseley
Updated over a week ago

How do I change a user's password?

Change a user's password to assist an employee who is having trouble logging in his SalesScreen account.

Written by Remi Allegre
Updated over a week ago

How can I deactivate a user?

Deactivate a user from SalesScreen in order to insure that he/she no longer gets access to SalesScreen.

Written by Remi Allegre
Updated over a week ago

How can I remove a user from a team?

Remove a user from a team so you can reassign him/her to a new team.

Written by Remi Allegre
Updated over a week ago

How do I modify a user's personal information?

Edit a user's personal information to ensure that its profile is always updated.

Written by Remi Allegre
Updated over a week ago

How can I reactivate a user?

Reactivate a user in order to give him/her access back to its SalesScreen account.

Written by Remi Allegre
Updated over a week ago

How do I modify a user's team access?

Modify a user's team access if you wish to restrict one's administration granting to one or several teams only.

Written by Remi Allegre
Updated over a week ago

How do I modify a user's access level?

Modify a user's access level to ensure that one gets the proper level of permission on SalesScreen while keeping a high level of security.

Written by Remi Allegre
Updated over a week ago

How can I set a user as spectating?

Set a user as spectating to let him/her (for example, a CEO, a leader, …) follow your company's activity in SalesScreen but not add reports.

Written by Remi Allegre
Updated over a week ago

How can I assign activities to a team?

Decide which products each team can report on by assigning one or several products to a team.

Written by Remi Allegre
Updated over a week ago

How can I set a user's employment percentage?

Set a user's employment percentage in order for points to be awarded more fairly between full-time and part-time employees.

Written by Remi Allegre
Updated over a week ago

How do I import users from Azure Active Directory?

Configure SalesScreen to sync users from your Azure Active Directory tenant, and allow your employees to use Single Sign-On via Microsoft.

Written by Øystein Heimark
Updated over a week ago