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.

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

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

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

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

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

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

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

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

Celebrate the years of service for all employees.

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

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

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

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

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

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

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.

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.

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

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