Configure

Looking to tweak parts of your platform? Start here!

11 articles in this collection
Written by Alex Wiley, Emma Spragg, and Tom Moverley-Foster

Changing the default date range

Written by Alex Wiley
Updated over a week ago

How do I change the default company anthem?

Written by Tom Moverley-Foster
Updated over a week ago

Users

How do I add new users to OneUp?

Written by Emma Spragg
Updated over a week ago

Linking a new starter to OneUp

Written by Tom Moverley-Foster
Updated over a week ago

A member of my team has not 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 add a user anthem?

Written by Tom Moverley-Foster
Updated over a week ago

My anthem won't upload!

Written by Tom Moverley-Foster
Updated over a week ago

Roles & Permissions

How do I grant Admin permissions?

Written by Emma Spragg
Updated over a week ago

Dictionary

What is the Dictionary 📚?

Understand what the Dictionary is and how it can help to supercharge your CRM data

Written by Alex Wiley
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