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Admin FAQ

Common questions about administering your SalesOS workspace.
Go to Admin > Users and click Invite User. Enter the user’s email, name, role, and optional team assignment. They will receive an invitation email with a link to create their account.For bulk invites, click Bulk Invite and upload a CSV file. See the Invites guide for details.
Deactivating a user:
  • Prevents them from logging in
  • Preserves all their data (deals, leads, notes)
  • Frees up a seat on your plan
  • Does not delete anything
You can reactivate the user later. Their data and history remain intact. If you need to reassign their deals, do so before or after deactivation from the user management panel.
Go to Admin > Users, find the user, and click their name. Change the Role dropdown to the desired role and click Save. The change takes effect immediately.Available roles: Admin, Manager, Sales Rep, and any custom roles you have created.
Yes. You can assign the Admin role to as many users as needed. However, we recommend limiting admin access to a small number of trusted users, as admins have full access to all settings, data, and billing.
Go to Admin > Billing > Plans. Click Change Plan, select the new tier, review the changes, and confirm.
  • Upgrades take effect immediately (prorated charge)
  • Downgrades take effect at the end of the current billing period
Every active or invited user counts toward your plan’s user limit. Deactivated users do not count. Pending invitations that have not been accepted also count toward the limit.If you need to free up a seat, either deactivate a user or revoke a pending invitation.
Yes. Go to Admin > Gamification > Point Settings. You can adjust the point values for each activity type (creating leads, closing deals, etc.) and the value bonus multiplier. Changes apply to future activities only — existing points are not recalculated.
Custom badge creation is available on Enterprise plans. Go to Admin > Gamification > Badges and click Create Badge. Define the name, image, criteria, and point reward. Custom badges follow the OpenBadges standard just like the default ones.
Go to Admin > Data Management > Export All. Select which entities to include (deals, leads, users, activities) and click Generate Export. The system prepares the export in the background and emails you a download link when ready. See the Export guide for more details.
Workspace deletion must be requested through our support team. This is a permanent action that deletes all data, users, and configuration. Contact support to initiate the process. You will be asked to confirm multiple times given the irreversibility.