Add and Manage Users

With your company workspace created, the next step is bringing your team into TeamScore. This process imports accounts from your domain, lets you decide who needs login access, and assigns the right level of visibility and control to each person.

Before You Begin

TeamScore imports users directly from your connected Google Workspace or Microsoft 365 environment. Make sure directory information is up to date before you proceed.

User Setup

Step 1 – Import Users From Your Domain

Once your workspace is connected, TeamScore automatically begins importing domain accounts.

If the sync takes a moment, you can continue using your own account while new users populate in the background.

Step 2 – Review Imported Users

The provisioning screen lists all domain accounts that do not yet exist in TeamScore.

For each record, choose how TeamScore should treat it:

• Create User — Creates a new TeamScore user (default action).
• Skip User — Excludes system mailboxes, service accounts, or test aliases that should not appear in dashboards.
• Link Existing User — Merges duplicates or alternate email addresses that belong to the same person.

This step cleans your initial dataset and prevents duplicate profiles later.

Step 3 – Control Login Access

Not every imported user needs to log in to TeamScore.

You can decide who receives login access and who remains data-only.

• With login access — The user can sign in and view dashboards according to their role.
• Without login access — Their activity still appears in reporting for managers and executives, but they cannot access TeamScore directly.‍

TeamScore leeps data visibility independent from login permissions. This helps organizations maintain accurate insights without over-granting access.

Step 4 – Assign Roles and Permissions

Roles determine what each user can see and manage in TeamScore. You can adjust them anytime under Settings → Edit Profile → Accounts & Roles.

Owner

The highest-level role in TeamScore. Owners have full control over account-wide settings, integrations, user management, and billing. Every workspace has at least one Owner, and ownership can be reassigned as organizations evolve.

Executive

Executives have organization-wide visibility into users, records, and activity data. They can manage settings. adjust account-level configurations, and support leadership needs. Typically assigned to senior leaders.

Technical Admin

Designed for IT teams and system administrators. Technical Admins manage integrations (Google Workspace, Microsoft 365, Atlassian, GitHub, Zoom, and others) but cannot access other users' work data. This protects privacy while allowing essential system maintenance.‍

Manager

Managers can view and edit data for their direct reports: schedules, roles, records, and profile corrections. This ensures reporting and dashboards remain accurate for their teams.

Member

The standard user role. Members can view only their own data and manage personal preferences, availability, and schedules. They cannot access other users' information or modify account-wide settings.

Next Step

After confirming access and roles, click Next to continue to Assign Manager Relationships, where you will define reporting lines and ensure dashboards reflect your real organizational structure.