The Account View is the full workspace profile for each organization you manage. You can access the Account View screen in two ways: from the account list if you have a multi-account setup, or by clicking on the account name located next to your profile picture at the top right-hand side of the screen.

This screen provides you with key defaults, settings, and user information related to the selected account.

Layout at a Glance

When you open an account, you’ll see several tabs across the top:

• Overview — identity, ownership, roles, and core metadata
• Users — everyone who belongs to this account
• Managers — the account’s leadership structure
• Services — integrations connected for this account
• Holidays — regional and custom holidays that shape workday calculations

Your permissions determine what you can edit. Owners and Admins have full access; Executives may have partial access; Members generally cannot modify anything.

Overview Tab

The Overview Tab gives you the high-level snapshot of your account's configurations: its name, domain, owner, region, timezone, user count, and when it was last updated. It’s also where you manage account-level settings such as roles, connected services, and shared schedules.

Renaming an Account

To rename an account, simply click on the account name in the top left corner of the Account View screen. This action enters an edit mode allowing you to change the account name. By default, TeamScore sets the account name based on the domain from the first connected service, whether it is Google Workspace or Microsoft365. However, you can customize the name to represent your company as you prefer.

Overview Fields

• Domain — The primary email domain associated for this account. Controls who can join automatically and helps link activity to the correct workspace.
• Owner — Displays the current account owner. Use the search icon to reassign if you have permission.
• Status — Indicates whether the account is Active or Inactive. Inactive accounts keep their data but stop processing activity.
• Default Region — Applied when new users are created through connected services like Google Workspace or Microsoft 365.
• Default Timezone — Timezone applied during automatic user creation via integrations.
• Users — The number of users active in the account. A detailed breakdown appears in the Users Tab.
• Created / Last Modified — Timestamps for when the account was created and last updated.

Roles

The Roles panel shows all permission levels available for the account.

TeamScore supports two types of roles:

• Built-in Roles — System roles provided roles shown in blue.
• Custom Roles — Created by admins using Add Role, shown in green and are labeled custom.

When creating a custom role, you choose which permission level it inherits:

• Administrator — Full access to settings, configuration, and workspace-level controls.
• Executive — Broad visibility into users, records, and activity data.
• Manager — Mid-level access for team leads.
• Member — Standard access for individual users.

Custom roles allow you to tailor permissions to your team structure without changing the default system roles.

Services

This section lists the external services currently connected to the account.

It is view-only. Adding or modifying integrations is done from the Services section in the main navigation.

Shared Schedules

Shared schedules define common working patterns that multiple users can share across the account.

From here, you can:

• Create a schedule — Select which days are workdays or non-workdays.
• Set hours — Define start and end times for each workday. Non-work hours appear in gray; potential working hours in white.
• Adjust total hours — TeamScore calculates weekly totals automatically, but you can edit them manually, if needed.

Shared schedules provide a general framework for expected hours. Individual users can still have personalized target hours using their Goal (%) setting (set to 80% by default).

Summary

The Overview Tab shows the essential setup of your account, including its name, domain, owner, default settings, users, roles, connected services, and shared schedules. It’s the central place to understand how your account is configured.

Users Tab

The Users Tab shows everyone who belongs to this account. This view mirrors the Team Screen, but filtered specifically to this account.

User management actions (adding, editing, or removing users) work exactly the same as in the Team section. The Users tab simply scopes the list to the simple account, making it easier to review account-specific membership.

Managers Tab

The Managers Tab helps you visualize and maintain your organization’s reporting structure. It provides a clean, tree-style layout that makes it easy to see who reports to whom across the account.

Navigating the Managers Tab

The interface is intended to make representing your team structure straightforward and efficient. The tree display clearly shows managerial relationships and reporting lines:

Org Structure (left panel)

This is the list of users who are already placed within the organization.

Here you can:

• Drag users to adjust their position
• Set reporting relationships
• Remove users from the structure (red X)
• See which users have login access to this account

Users to Assign (right panel)

These are users who belong to the account but are not yet placed in the organizational structure.

From here, you can:

• Drag any user into the Org Structure to assign them
• View login access status

Handling Complex Organizational Structures

The Manager Tab is perfect for simple, single-manager structures. But if your organization supports multiple managers, matrix reporting, or complex reporting chains, the tab won’t reflect all of that.

In such cases, go to the User View → Overview Tab, where you can assign multiple managers and detailed reporting relationships.

Summary

The Managers Tab gives you a fast visual way to organize your team structure within an account. For advanced or multi-manager setups, use the individual User View.

Services Tab

The Services Tab in the Account View shows which external services are connected to this account and allows you to link additional ones you already own.

It provides an easy way to see what services are currently associated with the account, and also lets you add new services if needed.

Linked Services

At the top, you’ll see any services currently connected to this account. Each connected service contributes data that helps TeamScore understand and measure activity for users under this account.

If no services are linked yet, this area will simply display an empty state.

Other Services You Own

Below that, you’ll see a list of other services available under your organization but not yet linked to this specific account.

Each row shows:

• Type and name of the service
• Linked accounts where it’s already active
• Created and last modified timestamps
• A Link button to connect it here

This makes it easy to extend existing integrations across multiple accounts without repeating the setup process.

Linking a Service

To link a service:

1. Find it under Other Services You Own
2. Click Link in the Action column

The service will immediately appear in the Linked Services section above and begin syncing data for users in this account.

Renaming and Managing Linked Services

To rename a service, simply click the pencil icon or directly on the service title. This helps keep your account organized and labeled exactly how you want.

Clicking the service title also opens the full Service View, where you can see connected remote users, sub-features, sync timestamps and settings.

Summary

The Services Tab provides a clear overview of how your account connects to the wider ecosystem of tools your team uses. This tab is designed to be intuitive and straightforward, making it simple for you to keep services up to date and well managed within TeamScore.

Holidays Tab

The Holidays Tab in the Account View displays the public holidays observed in each region represented by users in the account. This ensures that work hours and scores are calculated accurately across multiple geographies and time zones.

Layout at a Glance

Each region appears as its own section, identified by the flag and regional label (for example, National or State). Next to each region, small user avatars indicate who falls under that location.

Within each section, holidays are listed in a structured table showing holiday name, date, type (Public or Observance), and Holiday or Work? — a status control that allows authorized users to define whether the day counts as a working day or a holiday.

Adjusting Holiday Status

You can adjust a holiday’s status directly from the Holiday or Work? column.

Clicking the selector lets you toggle between 🌴 Holiday and 💼 Work Day.

These changes apply only to users in the affected region and update TeamScore’s scheduling and reporting automatically.

Regional Accuracy

Holiday data is generated based on the region set in each user’s profile. When a team spans multiple locations, this tab provides a consolidated view, ensuring that local holidays are recognized correctly without manual data entry.

Summary

The Holidays Tab provides an accurate, region-aware reference of public holidays across your organization. It helps administrators confirm, adjust, or override observed dates to keep reporting and performance calculations aligned with real working schedules.