Articles in this section

• 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...

  Read more

• User statuses (Active vs Inactive)

  To handle users in your account different statuses can be applied to them, this is why: Active Wh...

  Read more

• User access in Upsales

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

  Read more

• Roles in Upsales

  Place one or more users inside of a role to control what they can do inside of Upsales with roles...

  Read more

• User settings

    Access: Administrator In every Upsales account, there's at least one user with the role of admi...

  Read more