Manage your Teams & Users

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

16 articles in this collection
Written by Remi Allegre
How-Tos

How do I change a user's password?

Change a user's password to assist an employee who is having trouble logging in his SalesScreen account.
Written by Remi Allegre
Updated over a week ago

How can I deactivate a user?

Deactivate a user from SalesScreen in order to insure that he/she no longer gets access to SalesScreen.
Written by Remi Allegre
Updated over a week ago

How can I remove a user from a team?

Remove a user from a team so you can reassign him/her to a new team.
Written by Remi Allegre
Updated over a week ago

How do I modify a user's personal information?

Edit a user's personal information to ensure that its profile is always updated.
Written by Remi Allegre
Updated over a week ago

How can I reactivate a user?

Reactivate a user in order to give him/her access back to its SalesScreen account.
Written by Remi Allegre
Updated over a week ago

How do I modify a user's team access?

Modify a user's team access if you wish to restrict one's administration granting to one or several teams only.
Written by Remi Allegre
Updated over a week ago

How do I modify a user's access level?

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.
Written by Remi Allegre
Updated over a week ago

How can I set a user as spectating?

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.
Written by Remi Allegre
Updated over a week ago

How can I assign products to a team?

Decide which products each team can report on by assigning one or several products to a team.
Written by Remi Allegre
Updated over a week ago

How can I set a user's employment percentage?

Set a user's employment percentage in order for points to be awarded more fairly between full-time and part-time employees.
Written by Remi Allegre
Updated over a week ago