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

Marius Ekerholt

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?

Make frequently used activities easier for users to log manually with Quick Add.

What is Quick Add?

Cailin Kless

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