Articles in this section

• Support Admin: Role overview

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

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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: Bulk-buy companies

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

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• Access permission: Export

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

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• Billing administrator: Role overview

  Billing administrator is a permission used to manage your Upsales plan. They can access the Billi...

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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 c...

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• User statuses (differences between Active and Inactive)

  Users in your account can be active or inactive. This article covers: How to view user statuses ...

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• Upsales Administrator: Role overview

  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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• 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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