All Collections
Company Settings
Setup guides for security, users, email, domains, and more
Security
Learn all about how Nutshell keeps your data secure
Nutshell security: GDPR complianceLearn how Nutshell ensures GDPR compliance with robust data security, international data transfers, and data portability tools.
Billing
Find out how to navigate and manage your Nutshell billing
Nutshell Billing: Access past invoicesFind out how to access and download past Nutshell invoices easily by navigating to the billing section in your account settings.
Users & Teams
Add and set up permissions for users and teams
Users & teams: Updating user informationLearn how to add, remove and update user information on Nutshell.
Users & teams: How to create users in NutshellLearn how to create users in Nutshell to enhance team collaboration. Admins can easily add or remove users to manage access.
Users & teams: Disabling a userLearn how to resolve reassignment errors when disabling users in Nutshell.
Users & teams: Removing a member from NutshellLearn how to remove a team member from your Nutshell account and manage your billing plan effectively.
Users & teams: Creating teams and adding repsLearn how to create teams in Nutshell to streamline sales, assign leads, and set quotas. Manage user permissions for efficient collaboration.
Users & teams: Creating teams in NutshellLearn how to create teams in Nutshell to organize reps, manage leads, set quotas, and control data visibility efficiently.
Audit Log
Discover how to access and manage vital event records
Nutshell Audit log: Tracking team activitiesLearn to trace team activities in Nutshell using the Audit Log for detailed insights and improved issue resolution.
Email Security
Keep your emails secure and compliant with regulations
Email: How to hide and share emails in NutshellDiscover how to hide and share emails in Nutshell, customize sharing settings, and manage email blocklists efficiently.
Email: Set up email-sharing settings in NutshellLearn how to configure email-sharing settings in Nutshell as a manager to optimize team collaboration and maintain privacy.
Sender Addresses
Determine which email addresses your correspondence comes from
Email: Fixing common SMTP connection issuesLearn how to troubleshoot SMTP settings errors with our guide.