Account and help

How to configure permissions and access in Upnify Suite

Configure access to products, modules, and records so each person can use Upnify Suite according to their responsibilities.

Send a request from CRM, choose the right support path, and review ticket replies and status.

Choose a visual theme, set a background image, and adjust how the side menu expands in Upnify Suite.

Manage your organization\u2019s accounts, assign product access, and check whether each user is active, inactive, or blocked.

Create groups to organize people across your company, build a hierarchy, and assign members clearly.

Review enabled products, user capacity, credit balances, and the information available for renewals.

Learn how to sign in, reset your password, and check common reasons you cannot access Suite or your session ends unexpectedly.

Share the context, steps, expected result, and what actually happened so the team can understand and reproduce the issue.