Use Roles to control which users have different access permissions within Upsales.

This article covers:

• How to create a new user
• How to change a user's status
• How to create a new role

How to create a new user

1. Click Settings → Account → Users & roles:

   

2. Click New user:

   
   
    

3. To add a single user:
   • Enter the user’s email address
   • Enter the user’s first & last name
   • Enter the user’s title
   • Enter the user’s mobile phone number
     
      
4. To add multiple users:
   • Select Add multiple. This button is not available when single sign-on is enabled for your account.
   • Enter the users' email addresses. Click Enter after each address:
     
     
      
5. If your account has Customer Support, choose the user's licence under License type. Each user needs at least one licence type.
6. If you have already created roles, select the user’s role from the drop-down list
7. Select the access toggles to control the user's permissions:
   
   
    
8. Choose the user's Language and region:
   
   
   
    
9. Under User status, choose Active or Inactive (you can deactivate at any time). Then click Invite users, or Create inactive user if you chose Inactive. If your account has no free seats, the user can only be created as inactive until a Billing admin adds more seats in the Billing portal:
   
   

How to change a user's status

You can edit a user's status at any time, even if you have previously deactivated them.

1. Click Settings → Account → Users & roles:
   
   
    
2. Click the user you want to update, or use the search bar. For inactive users, click the Include inactive toggle:
   
   
    
3. When the user's screen opens, click your preferred status between Active and Inactive:
   
   
    
4. Select Save

How to create a new role

1. Click Settings → Account → Users & roles:
   
   
    
2. Click Create new role:
   
   
    
3. Enter the role's Name and Description:
   
   
    
4. Under Reports to, choose the role above this one, or Top level users. If your account uses several currencies, choose the role's default Currency. If you have more than one sales board, choose the role's Default sales board:
   
   
    
5. Under Set sales role access you set what the role can access: Company, Company target, Contact, Activity, Order, Opportunity, Document, Subscription, Campaign, Report, and one row for each custom object. If your account has Events, Event is under Set marketing role access. If a warning says the role is not connected to any stage, appointment type or activity type, add the role to at least one of each in their settings:
   
   
    
6. To change access, click the current access level:
   
   
    
   • Only own
     Users can view, edit, or delete information they've added to Upsales
   • Only own + no account manager
     Company access only. Users can access companies where they are account manager, and companies without an account manager
   • Role
     Users can view, change, or delete information added to Upsales by any user in the same role or in the roles below it
   • Role + no account manager
     Company access only. Users can access companies where a user in the same role, or in a role below it, is account manager, and companies without an account manager
   • Same as inheritance role
     Inherits the same user access as the role above this role in the role hierarchy. For a role that reports to Top level users, this gives access to all information of that type. This access is not available for Change or Delete access
   • None
     Users can't view, edit or delete the information, depending on the column
      
7. You can change these across the three columns: Access (the user can view the information), Change (the user can edit the information), Delete (the user can delete the information):
   
   
    
8. When you're done, select Save role