SalesScreen

You celebrate work anniversaries in SalesScreen by setting hire dates and turning on work anniversary posts in feeds and TV playlists.

How can we celebrate work anniversaries in SalesScreen?

Deactivate a user in SalesScreen to ensure they no longer have access to the platform. Deactivated users are moved to an inactive list and can be reactivated later if needed.

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?

Reactivate a user in SalesScreen to restore access to their account.

How can I reactivate a user?

Decide which activities each team can manually report on by assigning one or several activities 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?

How-to: Setting Up Targets

Marius Ekerholt

Caroline Ingrud

Marie Conza

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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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