Account View: Overview Tab
The Overview tab is the first and default screen you see when viewing an account in TeamScore. It provides high-level information about the account and is organized into distinct sections for easy navigation and management.
Top Section Columns
Left Column
- Domain: Displays the domain associated with the account. You can edit this by clicking directly on the domain field.
- Owner: Shows the account owner, who has full permissions similar to an executive or IT admin. Changing ownership is important and should be done carefully.
- Status: Indicates account activation status. Note: this feature might be removed soon as it is considered too powerful to change lightly.
Middle Column
- Default Region: Applied when new users are created in TeamScore through connected services like Google Workspace or Microsoft 365.
- Default Time Zone: Used similarly for new user creation based on connected services.
- User Count: Displays the current number of active users in the account.
- Record Information: Shows creation and last modified dates for the account record.
Roles Section (Left Side, Lower Part)
This area lists all roles available for the account, categorized by:
- Built-in Roles: Shown in blue. These are standard roles provided by TeamScore.
- Custom Roles: Created by clicking the Add Role button. Custom roles appear in green with the label custom.
When creating a custom role, you select the permission level such as:
- Administrator: IT-type admin permissions.
- Executive: Senior level access to users, records, and activity views.
- Manager: A role with fewer permissions than an executive.
- Member: Typically an individual user role.
Custom roles are handy to tailor permission settings specific to your team's needs, saving time and effort during user setup.
Services List (Right Side)
This list shows services linked to the account from other areas of TeamScore. While you cannot add or link services here, it is useful for keeping track of existing integrations.
Shared Schedules (Bottom Section)
Shared schedules define standard working hours and days that can be applied across users within the account. For example, you can create a schedule for users working only Monday, Wednesday, and Friday.
- Creating a Schedule: Click to create a new schedule and specify which days are workdays or non-workdays using the type dropdown.
- Defining Hours: Set start and end times for workdays. This visualizes as a gap between non-work hours (gray) and potential work hours (white).
- Total Work Hours: Automatically calculated but can be adjusted manually to best represent users' worktime.
Schedules are not meant to define exact hours but to provide a general framework of workdays and expected hours. Each user's actual target hours may be further adjusted by a personal goal percentage (default 80%).
Once shared schedules are created, they can be assigned to users individually as their default schedule or reused for special scenarios such as vacations or other temporary changes.