How to create Users and Roles in Upsales – Upsales Help Centre

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

This article covers:

How to create a new user

Click Settings → Users & roles:
Click New user:
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
To add multiple users:
- Select Add multiple
- Enter the users' email addresses. Click Enter after each address:
If you have already created roles, select the user’s role from the drop-down list
Select the access toggles to control the user's permissions:
Choose the user's Language and region:
Click to confirm their status (you can deactivate at any time) and click Invite users:

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

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

Click Settings → Users & roles:
Click New role:
Enter the role's Name and Description:
Choose who the role reports to, and their role's default currency:
Here's the default information the role can access, including Company, Contact, Activities, Sales, Opportunities, Document, Subscriptions, Campaign, Reports and Events:
To change access, click the current access level:
- Only own
  Users can view, edit, or delete information they've added to Upsales
- Role
  Users can view, change, or delete information added to Upsales by any user with the same role
- Same as inheritance role
  Inherits the same user access as the role above this role in the role hierarchy. This access is not available for Change or Delete access
- None
  Limits users from deleting information
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):
When you're done, select Save role