Articles in this section
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Q: How do I find a user ID?
A: Click Settings → Account → Users & roles. Click the username and then view the URL for their ID:
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Q: How do I add a new user?
A: An Admin can add a user by clicking Settings → Account → Users and role → New user. Fill in th...
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Access: Bulk buy companies
With this permission users can click Find new prospects to search and add new companies. Filters ...
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Access: Export
To export data from Upsales, you need 'Export permission'. Note: This is controlled by your Upsal...
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Billing administrator permissions
Billing admin is a permission used by specific people to manage your plan with us. Billing admini...
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Users and Roles in Upsales
Use Roles to control which users have different access permissions within Upsales. This article c...
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User statuses (differences between Active and Inactive)
Users in your account can be active or inactive. View and edit status in Settings → Users & roles...
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Upsales Administrator permissions
Explore permission types and access levels for Admins. In every Upsales account, there's at leas...
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Roles & permissions in Upsales
How to assign your users with roles and access permissions to limit and control what they see an...
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Active invites
When you invite users they will receive an email with instructions on how to access their new Ups...
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