Invite Your Team Members to Join UpKeep

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

On Web:

​On Mobile:

Not sure what roles are right for your team? Check out UpKeep's 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

  1. Access your user list through the People & Teams page
  2. On the People & Teams page, click the “Teams” toggle at the top
  3. On the Teams Overview, click the “+ Team
  4. Enter a team name
  5. Enter the team description
  6. Select Team Users
  7. Select Add Team

This is currently not available on the mobile apps, but you can edit your Teams on mobile!

Update a Team Member’s Account Type

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

Admins cannot change their own account types. However, another Admin on the team can follow these steps to update the account type!

On Web:

On Mobile:

Deactivate Users from UpKeep

(NOTE: This action cannot be reversed)

  1. Access your user list through the People & Teams page
  2. Click the desired user you’d like to deactivate/delete
  3. On the Profile page, select the trash can icon to Remove
  4. Confirm Are you sure you want to delete this user?” by clicking Delete.

You always want to have at least one admin on your team at all times. Admins will not be able to delete/remove themselves from the People & Teams section!

On Web:

On Mobile:

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