Articles in this section

• Q: Our colleague has quit, how do we delete their account?

  A: We do not recommend deleting a user when it is no longer in use, as this would make it impossi...

  Read more

• Roles and permissions: Bulk-buy companies

  With this permission users can search and add multiple company prospects from Upsales and Bisnode...

  Read more

• Access: Export

  To export data from Upsales, you need 'Export permission'. Note: This is controlled by your Upsal...

  Read more

• Billing administrator permissions

  Billing administrator is a permission used by specific people to manage your Upsales plan. They c...

  Read more

• How to create Users and Roles in Upsales

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

  Read more

• User statuses (differences between Active and Inactive)

  Users in your account can be active or inactive. This article covers: How to view user statuses ...

  Read more

• Upsales Administrator permissions

  Explore permission types and access levels for Admins.  In every Upsales account, there's at leas...

  Read more

• Roles & permissions in Upsales

  How to assign your users with roles and access permissions to limit and control what they see an...

  Read more

• Active invites to new Upsales users

  When you invite users to Upsales, they receive an email with instructions on how to access their ...

  Read more