UpKeep User Type Overview

There are 7 user types with UpKeep, 4 of those user types are paid and 3 are free.

Jason Visenberg avatar
Written by Jason Visenberg
Updated over a week ago

Discover the difference in UpKeep's User Types: Paid vs. Unpaid. 🌟 Get a quick overview of their permissions in this article. For an in-depth look, click below. β¬‡οΈπŸ”


Pricing Structure

UpKeep offers a flexible pricing structure based on user licenses. Our pricing is per licensed user, billed monthly or annually.

  • Lite Plan: $20/user/month

  • Starter Plan: $45/user/month

  • Professional Plan: $75/user/month

  • Business Plus Plan: $120/user/month

Example of Cost Calculation:

For 4 licenses on the Business Plus Plan: 4 users * $120 per month * 12 months = $5,760 per year

Choose the plan that best fits your needs and enjoy streamlined asset management and maintenance operations with UpKeep.


Paid Account Types

Administrators

Admins wield full control over your UpKeep account, with the power to add, change, or remove anything in the system. You can have multiple admins too! πŸ”‘βœ¨

Limited Administrator

Limited admins in UpKeep can't access Company Settings but have a view-only access to People & Teams. They can create and delete their own items and receive the same notifications as admins, including cost and hourly rates in work orders. They're valuable contributors with some restrictions! πŸ› οΈπŸ‘€πŸ”’

Technicians


Technicians are the real superheroes in UpKeep! πŸ¦Έβ€β™‚οΈπŸ”§ They excel at closing work orders, completing jobs, and are often the fearless field technicians. They enjoy full visibility of all team-related objects like work orders and assets. Technicians hold the power to edit work orders, locations, and assets they've created, but they cannot edit or delete items they haven't created. Their skills shine as they work on tasks within work orders, effortlessly updating with photos and status updates. πŸ“ΈπŸ’ͺ So, trust your Technicians to keep things running smoothly with their exceptional capabilities! πŸš€πŸŒŸ

Limited Technicians


Limited technicians have almost the same privileges as regular technicians, but there are some important differences. They can only see work orders, locations, or assets that are assigned to them or a team that they are a part of. So, to let them see specific locations and assets, admins need to assign them. Limited technicians can assign work orders to themselves or their team, but if there's something else they should work on, admins need to assign it to them. It's all about making sure they have access to what they need to get the job done! πŸ’ͺπŸ”§πŸš€

πŸ’‘ Need something a little more specific for your team? Business Plus Users can create Custom User Roles


Unpaid and Free Account Types

These user types don't need a license, and you can have as many of them in your account as you need. πŸš€πŸ”‘ No restrictions on the number of users of these types! πŸ‘₯πŸ’Ό

View Only Users (also known as View & Request)


View-Only users are like observers in the account. They can see almost everything an admin can, except work requests and purchase orders. They can't change anything, but they can still submit work or purchase order requests if something needs fixing or they want to know a job's status. They can also add comments to their own requests and the related Work Orders. They're great for keeping an eye on things without making direct changes! πŸ•΅οΈβ€β™‚οΈπŸ‘€πŸ”’

Requester Users


Requesters are your facility's eyes. They submit requests and get updates on their submissions. They can't see internal details like Work Orders or other users' requests. Updates come via email/push notifications, and they can check request status when they log in to UpKeep. πŸ‘€πŸ“‹πŸ“©


Vendors and Customers in UpKeep

Vendors and Customers are meant for internal organization and tracking only. They cannot log in to the account, nor do they receive any notifications. 🚫πŸ‘₯

These roles serve as handy references to keep things organized behind the scenes. For instance, you can create a Vendor to manage contractors you frequently work with and assign them to specific work orders. This way, you can easily track who is handling each task and stay updated on the current status of every work order.

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