> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shiftupai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# ShiftUp User Setup

Expand access to the ShiftUp app in your organization by assigning users  one of the ShiftUp permission sets.

## ShiftUp Personas

The following personas are supported in the ShiftUp application:

* **Admin**: full management access to ShiftUp data
* **Manager**: seller capabilities plus seller profile management and strategy assignments.
* **Seller**: works account plans and opportunity strategies, can also add accounts to seller profiles.
* **Restricted Seller**: works account plans and opportunity strategies.

## Assigning ShiftUp Permission Sets

To assign a ShiftUp permission set, go to the `ShiftUp Admin` tab, then click the `Set Up` button in the `ShiftUp Personas Assignment` section.

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Select the users you want to enable in ShiftUp, assign the corresponding permission set and save changes.

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  <img src="https://mintcdn.com/shiftup/U4uR9DnwDzGxhdbj/images/SCR-20260331-beib.png?fit=max&auto=format&n=U4uR9DnwDzGxhdbj&q=85&s=b7498b308114739cd88aa6a5f5e70fc5" alt="SCR 20260331 Beib" width="981" height="790" data-path="images/SCR-20260331-beib.png" />
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The specified users will have the assigned level of access after changes have been saved and they should now be able to see the `ShiftUp` application in their App Launcher.

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  <img src="https://mintcdn.com/shiftup/U4uR9DnwDzGxhdbj/images/SCR-20260331-bfsq.png?fit=max&auto=format&n=U4uR9DnwDzGxhdbj&q=85&s=00c2ec0c1eb516a5ca08ee902b6d1d51" alt="SCR 20260331 Bfsq" width="351" height="388" data-path="images/SCR-20260331-bfsq.png" />
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