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Configure the Legacy External Request Portal

Set up and share your legacy external request portal so anyone—inside or outside your organization—can submit work requests via URL or email without logging in to UpKeep.

Updated over 2 weeks ago

Available On: Professional, Enterprise

This legacy portal is no longer being maintained. We encourage you to utilize the new public request portal.


📋 Overview

The Legacy External Request Portal provides a public URL and email address that anyone can use to submit work requests—no UpKeep login required. It's ideal for tenants, contractors, or internal team members who don't have an UpKeep account.

Requesters fill out a form, attach files, and submit their request using only an email address. That email keeps them in the loop on status updates, so every request stays traceable without requiring a full account.


🔑 Key Capabilities

  • Public URL — Share a link that anyone can use to submit requests from a browser

  • Custom URL — Personalize the portal link to match your organization

  • Email submissions — Receive requests via a dedicated email address. The subject of the email will be the title and the body will be the description of the request.

  • No login required — Requesters only need an email address to submit and track requests

  • File attachments — Requesters can attach photos, documents, and other files to their submissions

  • Customizable form fields — Control which questions are optional, hidden, or required

  • Company logo branding — Add your logo to the portal for a professional look


🔗 How to Find and Share Your Portal URL

  1. Navigate to the Request Portal section in Settings

  2. Toggle the Company Request Portal on

  3. Click Copy URL and share the URL with your team, tenants, or anyone who needs to submit requests

To customize your portal URL:

  1. On the same Request Portal page, click Customize URL

  2. Enter your preferred URL slug (e.g., your company name)

  3. Click Save to apply the change

To customize the request form fields:

  1. Click Edit Public Request Forms Items

  2. Set each field as Optional, Hidden, or Required based on what information you need from requesters

  3. The Request Form is automatically saved


📧 How to Find and Use Your Portal Email

In addition to the URL, your portal includes a dedicated email address for submissions: notifications+[YourID]@onupkeep.com.

When someone sends an email to this address:

  • The subject line becomes the work order title

  • The email body becomes the description

⚠️ Important: Email-submitted requests will not have a Location or Asset automatically set. These must be added manually after the request is received.

To find your unique portal email address:

  1. Navigate to the Request Portal tab in Settings

  2. Click Copy URL next to the email address field

  3. To change the email ID, click Update Email ID and enter your preferred identifier


⚠️ Important Limitations

  • Email is required — Requesters must provide an email address to submit. This ensures traceability and enables status notifications.

  • No two-way communication for external requesters — In-app users can communicate on their submitted requests, but external requesters cannot reply or comment after submission.

  • Email submissions lack Location/Asset data — Requests submitted via email won't have Location or Asset fields populated automatically.


💡 Best Practices

  • Bookmark the portal URL on shared kiosks or common-area devices for easy access

  • Brand the portal with your company logo — see How to Add Your Company Logo for instructions

  • Keep required fields minimal to reduce friction for external requesters

  • Change the URL if access needs to be revoked — there's no way to block individual users, so updating the URL is the recommended approach


❓ FAQ

Can I use the internal request form and the external portal at the same time?

Yes. Both can run simultaneously. The key difference: in-app users can communicate on their submitted requests, while external requesters cannot.

Can I add my company logo to the Request Portal?

Yes! See How to Add Your Company Logo for a step-by-step guide.

Can the portal be used without requiring an email?

No. An email address is required for every submission. This ensures requests are trackable and requesters receive status updates.

What if someone no longer needs access to the portal?

Change the portal URL. There's no per-user access control, so updating the URL is the recommended way to revoke access.

What's the difference between this Legacy portal and the New UpKeep Request Portal?

The New UpKeep Request Portal offers updated features and a refreshed interface. If you're setting up a portal for the first time, consider using the New UpKeep Request Portal instead.

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