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Configure

Looking to tweak parts of your platform? Start here!

27 articles
Carly Probert avatarTom Moverley-Foster avatarAlex Wiley avatar+4
Written by Carly Probert, Tom Moverley-Foster, Alex Wiley and 4 others

Connecting an existing user to an integration

Follow these steps to connect a user that already exists to an integration you have with OneUp.
Margo Neary avatar
Written by Margo Neary. Updated over a week ago

How do I change the default date range?

Change the default date range on the Dashboard and Matrix to your preferred time period
Alex Wiley avatar
Written by Alex Wiley. Updated over a week ago

How to change the month your business year starts

You may run your financial year from April to April, while other may stick to January to December. Follow these steps to switch yours up...
Margo Neary avatar
Written by Margo Neary. Updated over a week ago

How do I view revenue in a different currency?

Follow these steps to change your settings and view revenue in different currencies.
Margo Neary avatar
Written by Margo Neary. Updated over a week ago

A consultant is leaving and I want to keep their data for reporting

Tom Moverley-Foster avatar
Written by Tom Moverley-Foster. Updated over a week ago

Adding a linked account to an existing user

Julia Richardson avatar
Written by Julia Richardson. Updated over a week ago

Users

9 articles
Alex Wiley avatarCarly Probert avatarTom Moverley-Foster avatar+2
Written by Alex Wiley, Carly Probert, Tom Moverley-Foster and 2 others

Roles & Permissions

2 articles
Emma Spragg avatar
Written by Emma Spragg

Dictionary

2 articles
Alex Wiley avatar
Written by Alex Wiley

User Anthems

3 articles
Tom Moverley-Foster avatar
Written by Tom Moverley-Foster

Integrations

5 articles
Carly Probert avatarTom Moverley-Foster avatar
Written by Carly Probert and Tom Moverley-Foster