OneUp Sales

Navigating the Platform

Maximise the value of OneUp by getting great adoption from the start

How to get buy-in from your team and make OneUp a success

Resetting your password

Solve issues that may prevent you from resetting your password

My password won't reset!

If you are a user with permission to manage billing, you can get to invoices and other info from within the platform.

Managing billing information on OneUp

Solve problems with incorrectly saved log-in details in Chrome

My date of birth/other info is being entered as my username when logging in

Showing and hiding the Support Chat Icon

If your team works days outside of the usual Monday-Friday, this is how you can get OneUp to reflect the days you and your team do work.

How to change the days of your working week

We'd love to hear what you have to say if an area of the platform can be improved

I have some feedback for OneUp Sales!

Sometimes user performance can fail to arrive on OneUp. Here are some common steps to diagnose the problem.

Solving problems with missing data

Switching between different currencies can get complicated very quickly! OneUp handles this all seamlessly for you.

How currency conversion works on OneUp

Frequently asked questions from our customers

FAQs

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Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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