Nutshell Help Center

Company Settings

Setup guides for security, users, email, domains, and more

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.

SSOConfiguring Single Sign-On for your team_{1 article}

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.

Your SubscriptionManage and update details related to your Nutshell subscription_{4 articles}

PlansLearn more about Nutshell's different product suites and plans_{1 article}

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.

Users & teams: Creating teams in NutshellLearn how to create teams in Nutshell to organize reps, manage leads, set quotas, and control data visibility efficiently.

User settingsLearn how to manage, edit, and customize user settings in Nutshell _{2 articles}

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.

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.