Place one or more users inside of a role to control what they can do inside of Upsales with roles and permissions. For example; set that users in a specific role can't delete things, or that they only can view the companies they created themselves. A roll can be placed inside of another role.

Editing roles & permissions

Roles are found in the settings of Upsales under Users & Roles.

Psst! To see and edit Users & Roles your Upsales user needs to have the permission of Admin.

Placing roles in the role hierarchy

Let's say you are about to create a new role. You will, of course, need to set a name for the role but also where this role should be placed in conjunction to the other roles. This is done with the field "Reports to". The role you are about to create will be placed inside of the role you select in "Reports to".

Example:

• Role
  • Role (Selected as "Reports to")
    • The role (you are about to create)
• Role

Top level user

When selecting roles in "Reports to" there's also an option called "Top level user". This option places your role at the top of the role hierarchy.

Currency for roles

This field determines which currency reports and sales will be shown to the users in that role.

Role access

When clicking on a role, a modal is shown and beneath the first settings, you'll find the table called role access. These settings determine what the users inside of the role can see, change and delete. For every entity (let's say companies, contacts or appointments) you can select what the users should be able to do with the entities:

Access

Users in this role can see these entities, but not edit or delete.

Only own

Users in the role can only see the entity if they created it themselves.

Role

Users can see all entities that have been created by users in the same role.

Same as inheritance role

Users in the role can access the same entities as the role you selected for "Reports to".

Change

Users in the role can, besides seeing, also edit the entity.

Only own

Users in the role can only edit the entity if they created it themselves.

Role

Users can edit all entities that have been created by users in the same role.

Delete

Users in the role can see, change and delete the entity.

None

Users in role can't delete entities of this kind.

Only own

Users in the role can only delete entities they created themselves.

Role

Users in the role can only delete entities they created by users in the same role.

Permissions

In Upsales settings you'll find a set of permission available for each user. Adjust things like if the user has permission to export data from Upsales, or if they have permission to view the marketing section of Upsales. About permissions