Step 2 - User Setup

User Provisioning in TeamScore

After providing your account details in TeamScore, you will reach the most important step in the setup process: the User Provisioning Screen.

Initial User Import

TeamScore attempts to automatically import users from your domain in the background (such as from Google or Microsoft accounts). If this does not happen immediately, you can continue with your own user account alone for now; additional users can be added and provisioned later.

Managing Users

On the user provisioning screen, you will see a list of user accounts from your external service which are not yet TeamScore users. For each user, you can:

• Create as a new TeamScore user: By default, all imported users are set to be created as new users in TeamScore.
• Skip users: You can choose to exclude certain accounts that should not appear in TeamScore data or insights, such as testing or developer mailboxes.
• Link to existing users: If you re-run provisioning or have multiple accounts for the same person (such as alias email addresses), you can link those to an existing TeamScore user record.

User Access and Permissions

There are key settings available for each user regarding their access and roles:

1. Login Access: Decide whether the user can log into TeamScore. Users without login permission still exist in TeamScore and their data is available to managers or executives, but the users cannot access the platform themselves.
2. Roles & Permissions: TeamScore offers a simple role selection during initial setup to keep things easy:

• Executive: Users with full access to all TeamScore settings, connections, services, and can view all users' work across the organization. This is the highest level of permission.
• Technical Admin: IT or technical staff who can activate connections or services (e.g., Atlassian, GitHub, Zoom) but cannot view other users’ data or scores unless they manage those users directly.
• Manager: Users who have direct reports can view and modify details for those people, such as updating schedules, roles, and correcting records (e.g., adjusting attendance or work days).

Next Steps

Once your user settings are complete, proceed by clicking the Next button to move on to the manager assignment screen.

TeamScore’s design respects privacy and balances data access, allowing appropriate permissions without exposing sensitive user activity across your organization unnecessarily.