The People & Teams section in UpKeep lets you easily manage your team members and their roles. Access this section from the main menu to view all team members, update roles and contact details, and create or manage teams. You can also sort users by role or department, and edit or remove users as needed.
How to Toggle Between People & Teams
When selecting the People & Teams option in your left panel you will be able to add, view and edit your People & Teams.
People: The individual users that are part of your UpKeep account. Everybody in your People & Teams is invited by an Admin and will be able to login to UpKeep (unless deactivated)
Teams: A team is a group of licensed users organized together to streamline notifications and assignments. This setup ensures that all team members are efficiently notified when assigned to work orders.
How to View User Status
For your People there are 3 different user statuses
Active: Users who have logged in to the account
Pending: Users who have been invited but have not accepted or logged in to the account
Deactivated: Former users who are no longer able to access your UpKeep account
Deactivating users helps maintain all historical records of the user
You can reactivate the user if needed as well
How to Find Specific Users In Your People Section
If you want to see if somebody is a part of your UpKeep Account and aren't sure where to find them this will guide you through filtering and searching.
Search: Enter in the email or name
Account Type: Filter by the type of user in UpKeep
Include Deactivated: By default the filters will just show Active/Pending users, but you can check this box if you also want to see your deactivated users
How to Import/Export People/Teams
By utilizing the option menu in the upper right you will be able to import or export your information for People or Teams.