Available On: Lite, Starter, Professional and Business Plus
When using UpKeep, it is important to understand the various user types available to optimize productivity, streamline communication, and ensure your team has the correct permissions and visibility to do a great job!
UpKeep offers different user roles to cater to the needs of different team members, ensuring that everyone has the appropriate level of access and responsibilities.
Administrator users in UpKeep have the ability to manage all users and teams within their account. This includes editing user information, updating roles, and configuring team settings. Keep in mind that while Administrators can modify other users' roles and details, they cannot change their own role.
đĄEvery Account MUST have an admin in the account at all times
How to Invite Your Team Members to Join UpKeep
When the user is added to the account they will receive an email with directions to finish setting up the account.
Steps:
Access your user list through the People and Teams section
Click the Add Person button
Enter your team memberâs email address
Select a User Role - the green tag means paid type
Click + Add User if you're looking to add more team members
Select Invite
New users will receive an invite letting them know they've been invited to your team!
đĄ Not sure what roles are right for your team? Check out UpKeep's different User Roles.
How to Update a User's Account Type
Admins only have the options to edit user accounts basic info. Email changes can only be changed by the user themselves.
Steps to edit a user's basic information:
Access your user list through the People & Teams page
Click the desired user for whom youâd like to change
Select Edit
Under Account Type select their new Account Type
Select Save Changes
đĄAdmins CANNOT change their own account types. However, another Admin on the team can follow these steps to update the account type
How to Deactivate or Delete Users from UpKeep
Deactivating a User
Deactivating a user is a way to prevent a user from logging in but still keeps them associated to any of their assigned data. If the user rejoins your team, they can also be re-activated.
Steps to deactivate a user
Select the desired user
Select the Option Menu by clicking the 3 dots in the top right
Select Deactivate
The user will be logged out of the system
How to Delete a User
Deleting a user is the permanent removal of the user from your teams UpKeep account. If the user would rejoin your team they would need to be created as new and re-associated to any desired data.
Steps to delete a user:
â ď¸ Deleting is an action cannot be reversed
Access your user list through the People & Teams page
Click the desired user youâd like to delete
Select the Option Menu by clicking the 3 dots in the top right
Select Delete
You will get a warning
Select Delete
