Articles in this section

• Adding a new user

  Each Upsales plan has a max amount of users that's included in the price. For additional users an...

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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 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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• User settings

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

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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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