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Suite

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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.

Get help through the AI support chat or create and track a ticket in CRM. Learn which channel to use.

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.

Add a security check and learn how to link an external identity for sign-in.

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

Customize your details, time zone, and interface to work in Suite the way you prefer.

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

Keep your company information and the image that identifies your organization in Suite up to date.

Link authorized sign-ins and choose the organization where you need to work.

Learn which products are priced per user, which use credit packages, and how to read U.S. prices.

Learn what each app is for and how it can support your company\u2019s work.

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