How to Add and Manage Users and Teams

  • Invite your team to join UpKeep 
  • Create a team on UpKeep
  • Update team member's account type
  • Deactivate users from UpKeep

Invite Your Team to Join UpKeep

Step 1: Access your user list through the People & Teams page
Step 2: Click the “+ Person” button
Step 3: Select a User Account Type
Step 4: Enter your team member’s Email Address
Step 5: Click Invite Users

On Web:

On Mobile:

 

Not sure what roles are right for your team? Check out UpKeeps different User Roles

When the user is added they will receive an email letting them set their password! They can also set/reset their password by going here

Creating a Team with Users

Step 1: Access your user list through the People & Teams page
Step 2: On the People & Teams page, click the “Teams” toggle at the top
Step 3: On the Teams Overview, click the “+ Team
Step 4: Enter a team name
Step 5: Enter the team description

Step 6: Select Team Users

Step 7: Select Add Team

Update a Team Member’s Account Type

  1. Step 1: Access your user list through the People & Teams pageStep 2: Click the desired user for whom you’d like to change their account typeStep 3: Under Account Type select the new account type

On Web:

On Mobile:

Not sure what roles are right for your team? Check out UpKeeps different User Roles

Deactivate Users from UpKeep

Step 1: Access your user list through the People & Teams page
Step 2: Click the desired user you’d like to deactivate
Step 3: On the Profile page, select the trash can icon to RemoveStep 4: Confirm “Are you sure you want to delete this user?

On Web:

On Mobile:

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