Help & Support
Find answers to common questions, get installation help, and contact our support team.
Admin Instructions
ScreenJournal is comprised of a desktop app and a web dashboard. Follow these steps to get started as an administrator.
Web Dashboard (Accounts)
Getting Started
To start, go to dashboard.screenjournal.ai and register a business account. This will create an administrator user under the account for you to use.
Inviting Users
From the profile page, you can invite people to the application:
- Generate a new join code
- Share the code with your employees/coworkers, or send an invite directly via email
- Once they've registered on their end, as users under your account:
- The user will appear in the "Pending Users" section
- Accept the user, and they will be visible on the "Users" page
- Reject the user if you did not invite them (i.e. a leaked join code). Refreshing the join code is advised in such a scenario
Desktop App
Installation
After setting up your account, everyone will need to install the desktop app. Installers for macOS and Windows can be found on our downloads page.
Login & Setup
Once installed, users should open the app. It will ask for login credentials; these are the same ones each user would have used when registering on the dashboard.
Starting Activity Tracking
To begin tracking activity:
- First ensure the status light in the bottom left is green ("Connected")
- Simply press the large start button to begin tracking
- After some time, activity should begin to be tracked
Organizations
You can create Organizations to group users together on the "Organisations" page.
Creating an Organization
- Press the "Add Organisation" button
- Enter a name and description (both required)
- Once created, the organization will appear on the page
Managing Users in Organizations
To manage users in an organization, first press "Show Details" on the organization.
- Press "Add User"
- Select a user that isn't currently in an organisation
Editing & Deleting Organizations
- To edit: Press the "Edit" button to modify the organization's name or description
- To delete: Press the "Delete" button to permanently remove the organization
Dashboard (Viewing Activity)
There are several different ways to view activity on this app:
Activity
- View a timeline of activity for each user
- View a weekly performance ranking of all users, with weekly metrics for each
Audio
Play back call audio and transcripts for each user.
Chat
Talk to an AI Agent about any of your activity data, or any user's data.
Reports
- Generate activity/performance reports for any time period and any number of users
- Generate weekly reports for a given organisation
- (On profile page) Schedule weekly report emails
Frequently Asked Questions
Still Need Help?
Can't find what you're looking for? Our support team is here to help. Reach out and we'll get back to you as soon as possible.