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Limited Administrator User Type Overview

Quick overview of functionality and notes on our Limited Administrator user type

Updated over a year ago


Full admin users enjoy unrestricted access to their UpKeep accounts, with the ability to view and modify settings, work orders, People & Teams, approve work requests, and more.

However, for users who require UpKeep functionality without the authority to alter critical items due to security considerations, we've introduced a new user type: Limited Admins. These users occupy a middle ground between full admins and technician users. πŸ›‘οΈπŸ‘₯πŸ”§πŸ‘¨β€πŸ’ΌπŸ‘©β€πŸ’Ό


What is a Limited Admin restricted from doing?

People and Teams

  • Limited admins will NOT be able to make changes in the People & Teams section.

  • They will not be able to add new users/teams or edit and delete existing ones.

  • They also will NOT be able to review/change hourly rates for individual users

Settings

  • Limited admins will NOT be able to edit or delete anything under settings. They will see a message that says "don't have permissions to access"

Objects

Limited Admins will NOT be able to DELETE the following objects.

  • Files

  • Parts

  • Set of Parts

  • Vendors and Customers

  • Categories

  • PM Triggers (Limited admins can archive)

Limited Admins WILL be able to DELETE the following objects if they created them.

  • Work Orders

  • Assets

  • Locations

  • Meters

  • Purchase Orders (limited admins can only see PO's they have submitted, they cannot see all PO's)

Note* Limited admins can still edit or add any of the above objects


Quick things to note

  • Limited admins will receive the same notifications that admins do

  • They will still appear as Admins in Analytics

  • Limited admins will still see cost/hourly rates inside of work orders (but cannot view it directly from the People & Teams section))

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