You can assign your users with roles and access permissions to limit and control what they see and do in Upsales. Below we explore what the different options and settings mean.

Note: Only users set as administrators can view/edit roles and permissions. Billing administrators can add new licenses & users.

This article covers:

• Role hierarchy
• Role access
• Permissions

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

This option places your role at the top of the role hierarchy. To view, click Account → Users & roles → New role:

Currency for roles

Decide the currency to be shown to different user roles in their reports and sales.

Role access

When setting role access, clicking an option under each column shows the access permissions:

Permissions

Click on Account → Users and roles → New user and you set access permissions for roles. Hover over the question mark for a full explanation of each setting:

Below is a summary of roles:

• 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
• Bulk buy access
  Search and add new companies to your account
• Marketing admin
  Use the marketing widgets inside the sales tab