Explore permission types and access levels for Admins.
In every Upsales account, there's at least one user with the role of administrator. Whoever creates the Upsales account is always set as admin.
Admins can view, edit and deactivate all features and functions.
There's one exception: Billing belongs to the Billing admin. An admin who is not also a Billing admin cannot open the Billing portal, add seats or activate paid apps. Read more in Billing administrator: Role overview.
Access to settings
Admins in Upsales can:
- Invite, edit and deactivate users and roles
- Define permissions for users and roles
- Create & edit activity and appointment types
- Create and edit opportunity and order stages
- Install and remove apps
- Security settings such as SMS-authentication, IP block, API-keys and the Delete log
- Business rules such as triggers & automations
- Import data to Upsales
- Currencies
- Create and edit custom objects and custom fields
- Document templates
- Edit the Sales board stages
- Targets
- Marketing settings like website visits, the company profile, email settings, and opt-in & terms
- Reports in Upsales Insights
Settings for a feature your account does not have are not shown, for example SMS-authentication, IP block, API-keys, automations and Upsales Insights.
If you're missing anything or have questions about your Upsales account, please contact your administrator.