UpKeep Asset Operations

Learn how to invite and manage your users on UpKeep.

How to Add, Edit, or Remove Users

Getting an error that a username has already been taken? UpKeep only allows 1 email per account

Inviting a New User Error/User already Exists

Learn how to create and add users to Teams

How to Create and Edit Teams

Learn the basics of how to navigate your People & Teams section

How to Navigate your People & Teams Section

Understanding the different fields that are available when editing user profiles

People & Teams Field Glossary: From Roles to Categories

All the How To Docs for Set up and Usage of UpKeep Users and 3rd Party Vendors/Customers

UpKeep People & Teams and Vendors & Customers

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

Limited Administrator User Type Overview

Limited technicians will ONLY be able to see what they are assigned to or have created themselves.

Limited Technician Overview

User Overview

Learn how to change your email associated with your UpKeep login

How to Change Your Email Address/Username

Learn how to change and reset your password across web and mobile devices

How to Change and Reset Your Password

Learn how to set location based permissions so that your users can only see certain locations and the attributes tied to those locations.

Location Based Permissions for Users in UpKeep

Learn how to manage push notifications and emails that are sent via UpKeep on Web and Mobile Applications.

What features are included in the Enterprise plan?

Access multiple sites/UpKeep accounts on a single account!

How to Use the Multi-Site Module

Video - How to Setup Multi-Site

People and Team Settings and Multi Site (multiple account) Overview

Learn to quickly import (and subsequently send invites to) users to your team in bulk!

How to Import or Update Users

Learn to quickly bulk-import vendors and vendor information into UpKeep!

How to Import/Update Vendors and Customers

Importing

Explore UpKeeps People & Teams with this video walkthrough. Learn about updated features, user management, and team organization

UpKeep People & Teams - Video Walkthrough

Team Training videos for limited technicians on the iOS and Android mobile apps!

Video - Requester Mobile and Web Team Training

How Location based Permissions work and look

Video - Location based Permissions Walk through

Video - Entrenamiento del Equipo de Usuarios Solicitantes Español

Video - Requester Users Team Training Spanish

Video Walkthroughs

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.