OneUp Sales

Creating a New User on OneUp

Connecting an Existing User to a New Integration Account

If you've set up reports or digests to be emailed to you, but aren't getting anything in your inbox, try these steps.

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Inviting a User to OneUp

Find out about email notifications you can receive from OneUp and how to enable or disable these.

Stay updated with OneUp emails

Teams allow you to report on multiple employees' data easily, and are your method of granting data access across OneUp.

How do I create Teams/Groups on OneUp?

Keep your team reporting accurate when consultants move between teams by editing their team membership history.

Managing team move history

How to Change Your Profile Picture

If your business has rebranded, or someone's name has changed, you may want to alter your own or a team members email addresses.

How to Change Your Email Address

Reporting on leavers' data can be just as important as data from active users. OneUp has the tools to do this; learn how it works here.

Everything about deleted user data

Find out what user profile fields are and how to amend them for your team

User profile fields

Users

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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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