To export data from Upsales, you need 'Export permission'. Every user who needs to export, administrators included, must have it turned on.
This permission is controlled by your Upsales admin
How to give a user export permission
- Click Settings → Account → Users & roles:
- Click the user you'd like to change permissions for
- Under User's role & permissions, click the toggle on for Can export data:
- Click Save. The user can now export data
Without export permission
A user without export permission sees the export options greyed out, with the message You don't have permission to export, contact your administrator or You don't have permission to export. This applies to:
- The Export button and export actions in lists
- Export segment in segments
- Exporting form submissions
- Export buttons in Report centre widget drilldowns, such as Export opportunities
- Schedule or send dashboard in Report centre