User Provisioning Overview
After providing your account details, the next step in using TeamScore is the User Provisioning screen, which is a crucial part of setting up your TeamScore environment.
Typically, TeamScore imports an initial set of users automatically from your domain in the background. If users have not yet been imported, you can proceed with yourself as the only user, and more users can be added later by repeating this provisioning step.
Managing Imported Users
On this screen, you'll see a list of users from your external service (such as Google Workspace or Microsoft365). These are not yet TeamScore users until confirmed. By default, all imported users are set to be created as new users in TeamScore. However, you have several important options:
- Skip or Ignore Users: You might want to exclude certain accounts, for example, test or developer email addresses that are not tied to real users. Skipping these prevents them from appearing in TeamScore data or insights.
- Link Users: If you have existing TeamScore users and import additional accounts or aliases for those same people, you can link these imported accounts to the correct TeamScore user, consolidating their data.
User Access and Login Permissions
Next, you determine whether a user can log into TeamScore. If set to no, the user will exist in TeamScore and their data will be included in reports—but they will not be able to log in or see any data personally. This is helpful for service or shared accounts that should not have access.
Roles and Permissions
TeamScore offers a robust roles and permissions system, but to keep things simple during initial setup, you can assign one of three key roles to each user:
- Executive: This role grants full access to all TeamScore settings, connections, and user work data. Executives can view everything across the organization and manage settings. This is usually reserved for senior leaders.
- Technical Admin: Ideal for IT or system administrators who need to manage integrations (like Google Workspace, Microsoft365, Atlassian, GitHub, Zoom, etc.). Technical Admins can activate connections but cannot see other users’ work data, protecting user privacy while providing necessary system access.
- Manager: Managers can view and modify the data of users they directly manage. They can update schedules, account details such as name and role, and adjust work records to reflect changes like sick days or rescheduling. This ensures accurate reporting for their teams.
Next Steps
Once you have reviewed and assigned user creation, login ability, and roles, clicking the Next button will take you to the manager assignment screen to further configure user relationships.