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  3. Manage users

Manage users

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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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  • 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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  • Active invites

    When you invite users they will receive an email with instructions on how to access their new Ups...

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