Configure

How do I change the default date range?

Change the default date range on the Dashboard and Matrix to your preferred time period

Written by Alex Wiley
Updated over a week ago

Manually creating a user

A manually created user will not have any linked accounts. They will simply be a user on OneUp.

Written by Alex Wiley
Updated over a week ago

What is a linked account?

Linked accounts connect your integration users to your users on OneUp

Written by Alex Wiley
Updated over a week ago

Creating a user from an unlinked integration account

Unlinked integration accounts can be used to create user accounts on OneUp.

Written by Alex Wiley
Updated over a week ago

How to allocate User roles

Users can be Full Users, Observers or Admin Users. Assign these roles via the Users page.

Written by Carly Probert
Updated over a week ago

How to invite users to OneUp

Users must be sent an invite email and follow the invitation link to be able to log into OneUp

Written by Carly Probert
Updated over a week ago

A member of my team hasn't received their invite email

Written by Emma Spragg
Updated over a week ago

How do I create Teams/Groups on OneUp?

Written by Emma Spragg
Updated over a week ago

How do I change my Profile Picture?

A guide on how to upload a photo as a profile picture.

Written by Elena Musiol
Updated over a week ago

Roles and Permissions on OneUp

Written by Emma Spragg
Updated over a week ago

How do I grant Admin permissions?

Allow a user to have Admin permissions in OneUp

Written by Emma Spragg
Updated over a week ago

Define a new field mapping for a record type in the Dictionary

Mapping rows can be created under a record type in the Dictionary. Mapping rows enable you to customise how we show data from your CRM.

Written by Alex Wiley
Updated over a week ago

What is the Dictionary 📚 ?

Use the Dictionary to supercharge your CRM data

Written by Alex Wiley
Updated over a week ago

How can I view my Dashboard within Bullhorn?

Enable OneUp iframing in Bullhorn to view your Dashboard without needing to switch systems

Written by Carly Probert
Updated over a week ago

Where can I find OneUp in Bullhorn?

Your OneUp Dashboard is accessible through the Bullhorn Marketplace

Written by Carly Probert
Updated over a week ago

Setting up Akixi reports

Set up automated reports to send us your call data

Written by Carly Probert
Updated over a week ago

Setting Up a Zoom Phone Integration

Documentation for creating, tracking and disconnecting your Zoom account data from OneUp.

Written by Tom Moverley-Foster
Updated over a week ago

Setting up 8x8 reports

Set up daily automated 8x8 reports for your call data

Written by Carly Probert
Updated over a week ago

My CloudCall integration has disconnected

Reconnect your CloudCall integration if you see a banner notification to say it has disconnected

Written by Carly Probert
Updated over a week ago

How do I add a user anthem?

Personalise your trigger celebrations with your own user anthem

Written by Tom Moverley-Foster
Updated over a week ago

My anthem won't upload!

Troubleshoot some common issues when uploading anthems

Written by Tom Moverley-Foster
Updated over a week ago

How do I change the default company anthem?

Customise your default company anthem song for trigger celebrations

Written by Tom Moverley-Foster
Updated over a week ago