Articles in this section

• Q: How do I find a user ID?

  A: Click Settings → Account → Users & roles. Click the username and then view the URL for their ID:

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• Q: How do I add a new user?

  A: An Admin can add a user by clicking Settings → Account → Users and role → New user. Fill in th...

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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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• Permissions for Billing administrator

  Billing admin is a permission used by specific people in Upsales, for matters relating to your pl...

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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 (differences between Active and Inactive)

  Users in your account can be active or inactive. View and edit status in Settings → Users & roles...

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• Permissions: What Administrators can do

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

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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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