Articles in this section
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Users and Roles in Upsales
Video 1:07 How to invite team members Each Upsales plan has a maximum number of users that are i...
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User statuses (Active vs Inactive)
To handle users in your account different statuses can be applied to them, this is why: Active Wh...
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User access in Upsales
In every Upsales account, there's at least one user with the role of administrator. The person wh...
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Roles in Upsales
Place one or more users inside of a role to control what they can do inside of Upsales with roles...
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User settings
Access: Administrator In every Upsales account, there's at least one user with the role of admi...
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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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