Articles in this section

• Q: User ID - where in Upsales can this be found?

  A: It can be found in the URL when editing the user in User & Roles.

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• Q: How do i add a new user?

  A: An admin in the system can add a user by going to settings > Account > Users and role > New us...

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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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• Access: Administrator

  In every Upsales account there's at least one user with the role of administrator. The person who...

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• Billing administrator

  The permission Billing admin is used to assign one or more users that handle things regarding you...

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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 (Active vs Inactive)

  Users in your account can be active or inactive. Active users This is the default setting when yo...

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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 & 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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• User settings

  Your Upsales account always has at least one user with the Administrator role. By default this is...

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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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