Articles in this section

• Billing administrator

  Billing admin is users with permission to access the Billing feature inside of Upsales. Only Bill...

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• Users and Roles in Upsales

  Video 1:07 How to invite team members Each Upsales plan has a maximum number of users that are i...

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• User statuses (Active vs Inactive)

  To handle users in your account different statuses can be applied to them, this is why: Active Wh...

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• User access in Upsales

  In every Upsales account, there's at least one user with the role of administrator. The person wh...

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• Roles in Upsales

  Place one or more users inside of a role to control what they can do inside of Upsales with roles...

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• User settings

    Access: Administrator In every Upsales account, there's at least one user with the role of admi...

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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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