Explore how to assign roles and access permissions to your users. These limit and control what they can view and do in Upsales.
This article covers:
Who can view and edit roles and permissions
- Administrators can view and edit roles and permissions
- Billing administrators can add new licences and licence types
How to set role hierarchy
'Reports to'
Use the "Reports to" field when you want your Upsales hierarchy to reflect your company hierarchy. You may need to create the roles in Upsales first.
Setting hierarchy
In Reports to, choose the role this role reports to. Choose Top level users to place the role at the top of the hierarchy. To open a role:
- Click Settings → Account → Users & roles:
- Click a role:
Currency for roles
Decide the currency to be shown to different user roles in their reports and sales. The Currency field is shown when Activate multi-currency support is turned on in Settings → Account → Currencies.
Role access & permissions explained
When setting role access, clicking an option under each column shows the access permissions:
When creating or editing a user, you set their permissions under User's role & permissions. Hover over the question mark for a full explanation of each access setting:
Role summary:
-
Administrator
Full control over your Upsales account -
Team leader
An admin of the specified role -
Can export data
Able to download information from within Upsales -
Billing admin
Can add new licences and licence types. Shown for administrators, and only a billing admin can change it. -
Marketing access
Access to email campaigns, forms and landing pages, events and the marketing settings. Requires the Marketing Automation add-on. Always on for administrators. -
Can approve increases in price tier of Marketing Automation
Shown to billing admins, for users who have Marketing access or are administrators. -
Manually add companies to Signals
Always on for administrators. -
Support admin
Admin access in Support. Shown for support users and requires the Customer Support add-on. -
Project/Service admin
Admin access in Project/Service. Shown for Project/Service users.
Under Prospecting in the same view:
-
Multi retrieval of companies (Upsales Prospecting & Bisnode)
Allow the user to prospect multiple companies at a time. - Can approve increases in price tier of Company Data Hub