Articles in this section

• Så flyttar du över en kollegas företag och aktiviteter när de slutar

  När en kollega slutar: flytta över deras företag och uppgifter, avaktivera sedan användaren — byt...

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• How to reassign a departing colleague's companies and tasks

  When a colleague leaves, reassign their companies and tasks, then deactivate their user — don't r...

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• Support Admin: Role overview

  This role allows you to manage Customer Support tickets, emails, and templates.When creating user...

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• 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...

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• Roles and permissions: Multi-retrieval of companies

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

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• Access permission: Export

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

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• Billing administrator: Role overview

  The Billing administrator manages your Upsales plan.They can access the Billing portal at: Settin...

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• How to create Users and Roles in Upsales

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

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• User statuses (differences between Active and Inactive)

  Users in your account can be active or inactive. Here's what these statuses mean.This article cov...

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• Upsales Administrator: Role overview

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

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• Roles & permissions in Upsales

  Explore how to assign your users with roles and access permissions to limit and control what they...

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• About active invites to new Upsales users

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

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