Account Set Up
7 articles
- UpKeep User Type Capabilities MatrixA look at the functionality and permission for each User Type
- How to Set Up Your UpKeep Account: Step-by-Step GuideStart here to build the foundations of your UpKeep account.
- Advanced Steps for Account Set-UpTake your UpKeep account to the next level with request forms, vendors and customers, parts and inventory, checklists, preventive maintenance, and meters.
- Get Your Team Started with UpKeepThis article will help your team get started with UpKeep
- Team Introduction Template OptionCommunicate to your team that you are implementing a new system with this quick template that you can edit!
- Introduce your Team to the UpKeep Request Portal Template Email ExampleAdopting a new system can be difficult and confusing - use this template to introduce the Request portal and be set up for long term success
- UpKeep's User Types: Roles and Responsibilities OverviewThere are 6 user types to select from and 4 of those user types are paid and 2 are free.