When editing a user in UpKeep’s People & Teams module, you’ll see several fields that help define that person’s role, visibility, and responsibilities. This glossary breaks down each field so you know exactly what it does—and how to use it to better manage your team.
How to Edit a User
Go to the People & Teams section.
Select the user you're looking to Edit
Select Edit to access their profile details.
Field-by-Field Breakdown
🧍 Person Information
First Name / Last Name – Displays the user’s full name throughout the platform.
Email – Used to log in and receive notifications. Must be unique per user
Phone Number – Optional contact info visible on work orders and reports
Job Title – Descriptive label for internal reference (e.g., Technician, Supervisor).
Categories – Tags that indicate the user’s area of expertise (e.g., HVAC, Electrical). The categories will come from your existing Work Order Categories. These help when filtering or assigning work orders—especially with the upcoming Scheduler
📄 More Information
Hourly Rate – Useful for labor cost tracking and reporting. This is only seen by Admins
Company Name – Helpful if you're managing external vendors or contractors
User Role – Determines the user's access level (Admin, Technician, Limited Technician, View-Only)
Is Location Based – When checked, allows you to assign specific locations to this user. Once set, the user will only see assets, work orders, and data for their assigned locations
✅ Save Your Changes
Click Save Changes in the top right once you've updated the necessary fields.
💡 Pro Tips
Use Categories to group technicians by skills for faster assignment.
Turn on Is Location Based for regional teams or contractors to limit visibility.
Make sure each user has the correct User Role to avoid unnecessary access or restrictions.