How to Add and Manage Users and Teams

  • Invite your team to join UpKeep 
  • Create a team on UpKeep
  • Update team member's account type
  • Deactivate users from UpKeep

Invite your team members to join UpKeep

Step 1: Access your user list through the People & Teams page
Step 2: Click the "+ Person" button
Step 3: Enter your team member's Email Address
Step 4: Select a User Account Type
Step 5: Click Add User(s)

Not sure what roles are right for your team? Check out UpKeeps different User Roles

Create a Team on UpKeep

Step 1: Access your user list through the People & Teams page
Step 2: On the People & Teams page, click the "Teams" toggle at the top
Step 3: On the Teams Overview, click the "+ Team"
Step 4: Enter a team name
Step 5: Enter the team description
Step 6: Click Add Team

Step 7: On the Teams overview page, select the new Team
Step 8: On the Edit Team Users page, select people to add to the team 

Step 9: Click  "Back" in the top right corner to to go back to the team page

Updating a Team Member's Account Type

Step 1: Access your user list through the People & Teams page
Step 2: Click the desired user for whom you'd like to change their account type
Step 3: Under "Account Type" select the new account type

Not sure what roles are right for your team? Check out UpKeeps different User Roles

Deactivate Users from UpKeep

Step 1: Access your user list through the People & Teams page
Step 2: Click the desired user you'd like to deactivate
Step 3: On the Profile page, select "Remove"
Step 4:
Confirm "Are you sure you want to delete?"

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