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Manage users

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Articles in this section

  • Billing administrator

    Billing admin is users with permission to access the Billing feature inside of Upsales. Only Bill...

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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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