SalesScreen

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 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?

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

How do I import users from Azure Active Directory

If you're noticing that some data isn't showing up in SalesScreen, don't worry! This guide will help you identify the cause and get things back on track.

How to Troubleshoot Missing Data in SalesScreen

Marius Ekerholt

Marie Conza

Caroline Ingrud

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