SalesScreen

A description of the different accesses a user can have in SalesScreen.

Description of different user accesses

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

What is a Supporter?

Espen Bjørkeng

Eirik Sørgård Anderssen

Remi Allegre

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

Manage your Teams & Users

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

How do I create a new 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

How can I send the login information to a user?

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

How do I create a new team?

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

How can I assign a user to a team?

Get Started

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

How can I manage my users' reports?

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

How can I import reports from Excel?

Users' Reports

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

How do I set up a Scorecard?

Celebrate the years of service for all employees.

How can we celebrate Work Anniversaries?

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

How do I change a user's password?

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

How can I deactivate a user?

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

How can I remove a user from a team?

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

How do I modify a user's personal information?

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

How can I reactivate a user?

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

How do I modify a user's team access?

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.

How do I modify a user's access level?

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.

How can I set a user as spectating?

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

How can I assign activities to a team?

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

How can I set a user's employment percentage?

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

Get Started

Users' Reports

How-Tos