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

This article covers:

• Opening Users & Roles
• How to add new users
• How to change a user's status
• How to add a new role

Opening Users & Roles

To open the Users & Roles screen in Upsales, complete the following steps:

1. Click Settings → Users & roles:

How to add new users

To add a new user, complete the following steps:

1. Click New user:
   
   
   
   
2. 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.
3. To add multiple users:
   
   • Select Add multiple.
   • Enter the users' email addresses. Press enter after each address.
     
     
     
     
4. If you have defined roles, select the user’s role from the drop-down list.
5. Select the access toggles to control the permissions for this user:
   
   
   
   
6. Choose the user's Language and region:
   
   
   
   
7. Click to confirm their status (you can deactivate at any time) and click Invite users:
   
   

To add additional users to your plan, please contact Upsales Customer Success.

 How to change a user's status

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

Here's how:

1. Click Settings → 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 add a new role

1. Click Settings → Users & roles:
   
   
   
   
2. Click New role:
   
   
   
   
3. Enter the role's Name and Description:
   
   
   
   
4. Choose who the role reports to, and their currency:
   
   
   
   
5. Here's the default information the role can access, including Company, Contact, Activities, Sales, Opportunities, Document, Subscriptions, Campaign, Reports and Events:
   
   
   
   
6. To change, just click on 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
     
     
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. Select Save role.