Articles in this section

• 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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• Access: Administrator

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

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• Billing administrator

  The permission Billing admin is used to assign one or more users that handle things regarding you...

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• Users and Roles in Upsales

  Use Roles to control which users have different access permissions within Upsales. Opening the Us...

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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

  You can assign your users with roles and access permissions to limit and control what they do in ...

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• User settings

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

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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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