Settings

Account Setup

• How to integrate with Salesforce Pardot
• How to only show parameters if specific dropdowns are selected
• How to create separate workspaces (accounts) for different companies or channels
• First-time setup - Making the most of Uplifter

Your profile

• Using Okta for Single Sign On (SSO)
• Logging in with Single Sign-On (SSO)
• How do I turn email notifications on or off?
• How do I change my password?
• How do I change my email address?

Users

• How to request Uplifter access for new users
• Setting up Uplifter SCIM
• How to add and remove users
• User permissions and how to change them

Account features (Billing admin only)

• How to signpost your admins for regular users
• How to use the Uplifter API