Available On: Lite, Starter, Professional and Business Plus
With UpKeep, Admins have the ability to update settings for your team. Use these settings to maximize your team’s productivity and streamline your workflow! This article explains the different settings that you’ll have available to you and your team!
How to Find General Settings
Steps:
Navigate to the Settings tab within your account located in the bottom left corner of your screen
Click "Settings"
On the Left Panel you will find the different Setting Options
Organization:
General - Language, Date Format, Currency, Time Zone
Automation - Automated Workflows (plans type may determine access)
User Roles - Build Custom Role Types (Business Plus Only)
Modules: Options for specific areas of the application (Access and Settings will differ based on Plan Type)
Assets
Parts + Inventory
Requests
Work Orders
Purchase Orders (Business Plus Only)
Meters
Tags
Advanced: Business Plus Only
API
Authentication - SSO configuration (Business Plus Only)
Webhooks
Select and Apply any settings necessary for your company.
Note: Settings applied here apply to all users in your UpKeep account.
FAQs about Company-wide Settings
I am unable to locate the Settings Tab?
If you are not an Admin, this tab will be unavailable. Limited Admins do not have access to company-wide settings.
Why is my text not translated everywhere?
Text added by the user will not translate. If it’s a text that’s statically within the Mobile App or Website, it will translate to the language you have selected.