Configure
Looking to tweak parts of your platform? Start here!
How do I change the default date range?
How to change the month your business year starts
Connecting an Existing User to a New Integration Account
Creating a New User on OneUp
How to allocate User roles
I'm Not Receiving Platform Emails!
Inviting a User to OneUp
Altering Your Email Preferences
Linking a new starter to OneUp
How do I create Teams/Groups on OneUp?
How to Change Your Profile Picture
How to Change Your Email Address
Everything about deleted user data
How do I change the currency my metrics are displayed in?
User profile fields
Setting up Akixi reports
Setting up 8x8 reports
Viewing your OneUp Dashboard in Bullhorn
Setting Up a Zoom Phone Integration
My CloudCall integration has disconnected
Viewing your OneUp Dashboard in Salesforce
Resolving integration connection issues
Reconnecting an Integration
Viewing your OneUp Dashboard in HubSpot
How to find your Loxo Bearer Token and Agency Slug
Setting up webhooks in Aircall