
Table of contents
Profiles, Schedules, and Services in TeamScore.
Overview
The User View shows the full profile of a team member in TeamScore, their schedule, connected services, score history, and settings. It’s where you see how TeamScore understands a person’s workday and where you adjust the details that make those insights accurate.
You can open a User View in two ways:
- From the Team List, by clicking a user’s name in the list.
- From the Activity Dashboard (Daily View):
- Click a user’s name to open their daily activity view (showing one specific day);
- Then click their name again in the top header to open their full User View, which shows all tabs and profile information.
Tip: The daily activity view focuses on what happened on one specific day, while the User View focuses on that person’s overall profile, schedule, and integrations.
Layout at a Glance
Each User View includes:
Top Section
1. Displays the user’s name and avatar.
2. The name is automatically synced from Google Workspace or Microsoft 365 and cannot be edited inside TeamScore. To update the name, change it in your directory first.
3. Avatars are imported automatically when available, but you can upload or adjust an image directly in TeamScore. Simply click on the avatar area and drag and drop an image file (supported formats include JPEG, PNG, and WebP). After uploading, a helpful tool lets you adjust the zoom level and reposition the image to fit perfectly.
Tabs Section
Each tab focuses on a specific aspect of the user’s setup:
- Overview Tab — general profile, region, time zone, and reporting relationships.
- Scores Tab — daily performance and TeamScore history.
- Schedule Tab — assigned work hours and schedules.
- Services Tab — connected integrations and feature toggles.
- Preferences Tab — notifications, time zone updates, and personal options.
Overview Tab
The Overview Tab is the first and default tab you see when viewing a user in TeamScore. It brings together the essential details that define how TeamScore interprets a person’s workday.
User Information
Position — Defines the user’s title or role within your organization. You can edit this field directly anytime.
Email Address — Synced automatically from Google Workspace or Microsoft 365 and cannot be edited in TeamScore. To change it, update the email address in your directory and TeamScore will reflect it automatically.
Status — Marks the user as Active or Inactive. Inactive users are hidden from dashboards and excluded from new calculations while preserving historical data.
Region
The Region setting determines which public holidays apply to this user. TeamScore uses this field to recognize national, state, or regional holidays when calculating workdays, even if the person works a standard Monday to Friday schedule.
Administrators and executives can customize which holidays are observed at the account level. For example, some organizations may choose not to observe specific holidays like President’s Day (U.S.), making those days count as regular workdays in TeamScore’s calculations.
Time Zone
The Time Zone setting tells TeamScore how to translate timestamps from connected cloud services into the user’s local time.
Most services, such as Google Workspace and Microsoft 365, log activities without user-specific time zone data. Assigning the correct time zone ensures daily summaries display accurately. No manual conversions needed.
Choose city-based time zones (e.g., America/New-York, Europe/Lisbon) from the drop-down list, and a user will be automatically assigned a local time.
Tip: For distributed teams, aligning everyone’s time zone prevents late-night work from being misread as early-morning effort.
Schedule and Goal Settings
This section defines how TeamScore determines whether someone has met their daily goals.
Default Schedule
The base schedule used for workday calculations if no temporary or custom schedule applies – for example, during vacations or adjusted hours.
Target Goal
The expected percentage of scheduled work hours the user is meant to achieve daily. Setting the goal slightly below 100% allows for breaks and normal downtime.
TeamScore calculates each user’s daily TeamScore relative to this target.
Example: If a user’s day is eight hours long and their goal is 80%, six hours and 24 minutes of tracked activity will count as a balanced day (TeamScore = 100).
Account Roles
Every user belongs to at least one TeamScore account. On the bottom left side of the Overview Tab, you can see the roles assigned to them — such as Member, Manager, Admin, or Executive. Administrators and executives can add or remove roles here to align permissions with changing responsibilities.
Manager and Reporting Relationships
The bottom right side of the Overview Tab defines organizational relationships:
- Managers: who this user reports to.
- Direct Reports: who reports to them.
TeamScore supports flexible structures, including multiple managers for a single user if needed.
Keeping reporting lines accurate improves the clarity of dashboards and performance summaries for all teams.
Summary
The Overview Tab provides the foundation for everything TeamScore calculates: identity, location, working hours, and organizational structure. Together, these details ensure that team scores, dashboards, and insights are grounded in real context rather than raw numbers.
Next: explore the Scores Tab to learn how daily activity and performance are visualized in TeamScore.
Scores Tab
The Scores Tab tracks how a user’s TeamScore changes over time. It provides a simple, visual way to see daily effort, rhythm, and balance without reading through every individual activity.
Each score reflects how the person’s recorded work compares to their target hours, helping managers support realistic productivity patterns rather than micromanage output.
Viewing Scores
By default, the Scores Tab shows the last 28 days of activity in a bar chart format.
Each bar represents one day and is color-coded based on how closely the person met their target goal.
You can:
- Switch to a 14-day view for larger, easier-to-compare bars.
- Choose a custom date range using the Date Range chooser to focus on a specific time window.
Tip: The 28-day view helps you identify overall consistency, while the 14-day view is better for spotting short-term changes or burnout patterns.
Bar Colors and Meaning
TeamScore uses color to make score interpretation effortless:
🔴 Red: Low score indicating underperformance (or a user is working outside of the integrated services).
🟡 Yellow: Score up to halfway to the daily goal — a mild warning.
🟢 Green: Score between 50% and 100% of the goal — doing well.
🔵 Blue: Goal reached or slightly exceeded target effort.
🟣 Purple: Score 125 or more, indicating potential risk of burnout and a need to monitor workload closely.
⚫ Black: Work done on non-work days, shown as a subtle indication rather than a focus area.
Detailed Daily Scores and AI Summaries
Below the chart, you’ll find a detailed breakdown for each day:
Exact score — the numeric TeamScore for that date.
Total hours worked — derived from the user’s schedule and activity logs.
AI Summary — a brief, auto-generated narrative describing the day’s activity pattern.
You can expand an AI summary to read more detail or, if you have permission, edit it directly. Editing is helpful when you want to clarify nuances or remove sensitive context before sharing summaries.
Summary
The Scores Tab visualizes progress over time with clarity and context. Each bar tells a part of the story: when people were active, when they rested, and how consistent their effort really was. Used thoughtfully, it becomes one of TeamScore’s most powerful tools for building sustainable performance.
Next: explore the Schedule Tab to see how work hours and non-work days are defined for each user.
Schedule Tab
The Schedule Tab defines when a user’s workdays occur and how many hours make up a full day of work in TeamScore. These settings are essential for interpreting scores correctly, as they tell TeamScore what a full day actually means for each person.
Overview
The Schedule Tab displays all schedules that apply to the user in two ways:
Default Schedules — standard workday settings provided by TeamScore, usually applied account-wide.
Custom Schedules — unique to an individual user or a defined date range, allowing flexibility for vacations, travel, or adjusted work hours.
Both schedule types feed directly into score calculations and dashboard views.
Creating and Managing Schedules
To create a new schedule for a user:
- Click Add Custom Schedule in the top-right corner of the Schedule Tab.
- Set a start and end date for when the schedule applies.
- For each day of the week, choose one of three options:
- Copy from Default Schedule — uses the user’s normal hours.
- Set Custom Hours — define specific start and end times for that day.
- Mark as Non-Work Day — remove that day from active scoring entirely.
Custom schedules are especially helpful for representing vacations, reduced hours, or temporary shifts in working time.
Tip: TeamScore shows custom schedules visually throughout the platform, making it easy to spot when a user’s hours or availability differ from their default pattern.
Configuring Work Hours
Within custom schedule, you can define how many hours count as a full workday. This value determines how TeamScore measures completion toward the user’s Target Goal, which you can also edit there.
Example: If a user’s full day is defined as 8 hours and their Target Goal that day is 80%, then working 6 hours and 24 minutes equals a TeamScore of 100 for that day.
This approach allows TeamScore to measure real-world effort fairly across teams with different working hours or part-time arrangements.
When to Use Custom Schedules
Use a Custom Schedule whenever:
- The user is on vacation or leave and should not be scored during that period.
- A user’s working hours change temporarily (e.g., part-time or travel weeks).
- You need to mark specific days as non-work days for compliance or internal reasons.
Once the custom schedule’s end date passes, TeamScore automatically returns to using the Default Schedule for that user.
Summary
The Schedule Tab ensures that TeamScore accurately reflects variations in individual work expectations and schedules. Setting these schedules correctly ensures fairness, accuracy, and consistency across all dashboards and reports.
Next: Explore the Services Tab to learn how integrations are mapped and how TeamScore tracks data from connected tools.
Services Tab
The Services Tab within the TeamScore User View shows which external platforms are connected for this specific user and how their activity data flows into TeamScore.
It’s where you can confirm what’s currently active, toggle access on and off, and check when each service last synced — all at the individual user level.
Layout at a Glance
The table displays each service and its connection status for the selected user:
Service — The main integration (e.g., Google Workspace, Microsoft 365, Slack).
Remote Users — The account from that platform linked to this TeamScore user (for example, morgan.lane@company.com).
Status — Indicates whether TeamScore is currently processing activity from that service.
Last Processed — The most recent time TeamScore successfully received new data from that source.
Sub-services (features) (for example, Gmail or Google Drive under Google Workspace) appear indented below the main integration.
Tip: Parent-level toggles control the entire integration. Feature toggles manage only specific data streams (for example, turning off Calendar while keeping Gmail active).
Managing Service Access
For each service listed, you can turn TeamScore’s data collection on or off:
Active (green toggle) → TeamScore is processing data for this user from that service.
Inactive (gray toggle) → TeamScore will stop collecting new data from that service, though past activity remains visible in reports.
The Last Processed timestamp confirms when TeamScore last received activity from that source — useful for spotting delays or integration issues.
Tip: If a sub-service (e.g. Google Chat) shows Never, it may simply mean the user hasn’t used that feature since it was connected.
Remote User Mapping
Each integration includes the user’s mapped account from that platform — for example, Morgan Lane x under Google Workspace.
This shows which identity TeamScore uses to link external data to this user’s record.
- A user may appear in multiple integrations (e.g., Google Workspace + Slack).
- Each remote account can only belong to one TeamScore user at a time. Once mapped, it can’t be reassigned unless it’s manually unlinked by an admin. It will appear with a grey line through their name indicating that they are locked to their current user.
Mapping is typically set up during onboarding or sync, not from this view. Admins can remove a mapping here if needed but can’t add unrelated accounts manually.
Summary
The Services Tab in the User View lets you:
- See all active and inactive integrations for one user.
- Toggle service access and sub-features.
- Verify when each service last synced.
- Confirm or remove existing user-to-service mappings.
All settings here apply to this user only. Global connection setup and new integrations management happen in the Integrations section.
Accounts Tab
The Accounts Tab appears in the User View only when a person belongs to more than one TeamScore account. Each account in TeamScore represents a distinct company or workspace — for example, separate business units, departments, or client instances.
This tab helps administrators understand and manage which accounts a user has access to, what their role in each, and which account they enter by default when signing in.
When The Accounts Tab Appears
You’ll only see the Accounts Tab if the selected user is linked to multiple accounts. If they belong to just one, the tab doesn’t appear in their interface.
Most TeamScore environments have a single account setup, but multi-account visibility is common for consultants, executives, or shared admin users across multiple organizations.
Layout at a Glance
Each row in the table represents one account the user belongs to, the email domain, and the primary owner of the account, displayed with an avatar.
The Roles column shows the user’s assigned permissions for this account (e.g., Member, Admin, Owner).
The Actions column has a button to Set Default, defining which account the user will open first when logging into TeamScore using SSO.
Managing Accounts
If you have the right permissions, you can:
- View all accounts a user is part of.
- Change the user’s role for each account.
- Click Set Default to define which account opens automatically at login.
The current default account is marked with a green Default label.
Only users with Admin or Executive rights on the specific account can make changes here. Others will see this tab as read-only.
Summary
The Accounts Tab ensures multi-account users have the right access in the right place. It helps maintain role accuracy and login consistency across large or distributed organizations, especially where people manage multiple domains or client environments.
Preferences Tab
The Preferences Tab lets you personalize how you receive updates and how TeamScore automatically manages your settings, such as time zone adjustments.
It’s designed to make your experience smoother while keeping you informed and in sync without needing to check dashboards manually.
Reports
TeamScore can send you regular updates summarizing your or your team’s activity directly to Email or Slack, depending on your setup.
You can enable or disable these reports independently for each channel.
Report Types:
Daily Score Report — Sent every morning at 7 a.m. (local time), summarizing the previous day’s activity and scores.
Weekly Score Report — Sent every Monday at 8 a.m. (local time), providing a week-over-week snapshot.
Tip: Enable both if you want short-term visibility (daily) and long-term context (weekly) without needing to log in.
Automation
TeamScore can automatically adjust certain settings based on information from your connected services. This ensures your environment stays accurate, especially if you travel, change locations, or frequently switch between time zones.
Automatically Adjust Time Zone
When enabled, TeamScore will detect changes and update your time zone automatically using:
Geo Location — Based on your current IP address.
Calendar — If your integrated calendar (e.g., Google or Microsoft) changes its time zone.
Email — From email headers that indicate your current region.
Keeping automatic updates on prevents mismatched timestamps between your activities and reports.
Permissions
Some accounts may restrict access to changing automation preferences. If you don’t see the toggle controls, your settings may be managed automatically at the account level.
Summary
TeamScore automates the routine details, so you can focus on the work that matters. The Preferences Tab helps you make use of one of TeamScore’s best features so you can optimize work with your team.
