Articles in this section
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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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