UpKeep People & Teams and Vendors & Customers
All the How To Docs for Set up and Usage of UpKeep Users and 3rd Party Vendors/Customers
20 articles
- How to Add, Edit, or Remove UsersLearn how to invite and manage your users on UpKeep.
- Inviting a New User Error/User already ExistsGetting an error that a username has already been taken? UpKeep only allows 1 email per account
- How to Create Custom Roles for UpKeep UsersLearn how to create custom roles for your Upkeep users
- How to Create and Edit TeamsLearn how to create and add users to Teams
- How to Navigate your People & Teams SectionLearn the basics of how to navigate your People & Teams section
- People & Teams Field Glossary: From Roles to CategoriesUnderstanding the different fields that are available when editing user profiles
- How to Change Your Email Address/UsernameLearn how to change your email associated with your UpKeep login
- How to Change and Reset Your PasswordLearn how to change and reset your password across web and mobile devices
- Location Based Permissions for Users in UpKeepLearn how to set location based permissions so that your users can only see certain locations and the attributes tied to those locations.
- What features are included in the Enterprise plan?Learn how to manage push notifications and emails that are sent via UpKeep on Web and Mobile Applications.
- How to Use the Multi-Site ModuleAccess multiple sites/UpKeep accounts on a single account!
- Video - How to Setup Multi-SiteQuick demonstration on multi-site
- UpKeep People & Teams - Video WalkthroughExplore UpKeeps People & Teams with this video walkthrough. Learn about updated features, user management, and team organization
- Video - Requester Mobile and Web Team TrainingTeam Training videos for limited technicians on the iOS and Android mobile apps!
- Video - Location based Permissions Walk throughHow Location based Permissions work and look
- Video - Requester Users Team Training SpanishVideo - Entrenamiento del Equipo de Usuarios Solicitantes Español