Account View Screen Overview
When you open the account view screen in TeamScore, the initial tab you see is the Overview tab. This tab provides high-level information about your overall account, structured in several sections for easy access.
Top Section Columns
- Left Column: Displays the domain associated with the account. You can change the domain by clicking on it to edit. Below that is the Owner dropdown—this is the person with full permissions to manage the account, similar to an executive or IT admin. Changing the owner is a significant action and should be done cautiously. Finally, there's the Status setting, allowing deactivation of the account, though this may be removed in the future due to its complexity.
- Middle Column: Shows the Default Region, which applies whenever a new user is created in TeamScore, typically when a user is added in connected services like Google Workspace or Microsoft365. It also includes the Default Time Zone, which is similarly applied to new users. This column also shows the current active User Count along with timestamps for when the record was created and last modified.
- Right Column: Contains the Services List that are linked to this account. Note that while you can view these services here, you cannot create or link new services from this screen.
Roles Section
Located lower on the left side of the overview tab, this section lists all roles available for the account:
- Built-in Roles: These have a blue highlight and come as default with TeamScore.
- Custom Roles: Shown in green and labeled "custom," these are roles you can create by clicking the Add Role button. When creating a custom role, you can assign permissions such as:
- Administrator – IT-oriented full permissions
- Executive – Senior-level access to view and modify user information and activity
- Manager – Intermediate permissions
- Member – Generally individual user level
Custom roles help you tailor user permissions to fit your organization’s specific needs, making user setup faster and more flexible than relying only on built-in roles.
Shared Schedules
At the bottom of the overview page, you’ll find the shared schedules. These schedules apply to any users within the account and help represent typical work patterns. For example, if some users only work on Mondays, Wednesdays, and Fridays, you can create a schedule named "Monday, Wednesday, Friday" with those as workdays.
You define each work day’s start and end time, which adjusts the visual representation of work versus non-work hours in TeamScore. The system calculates the total hours of the workday, but you can manually modify the hours as needed. This schedule doesn’t indicate exact user hours but sets a target framework, which can then be adjusted per user by applying a goal percentage (defaulting to 80%).
Using shared schedules allows you to quickly assign common working patterns across users and easily adapt schedules for instances like vacations or different availability.