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Configure
Looking to tweak parts of your platform? Start here!
+2
22 articles in this collection
Written by
Alex Wiley,
Emma Spragg,
Tom Moverley-Foster
and 2 others
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
Users
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 & Permissions
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
Dictionary
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
Integrations
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
User Anthems
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