Administrator users can make changes to all users and teams in their UpKeep account. There are different account types that each user may fall under.

NOTE** Every Account MUST have an admin in the account at all times

If you need to remove a user and add a new one, Follow "How to invite user" Steps first, then follow "how to delete" or "how to edit user type" steps.


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:

  1. Access your user list through the People & Teams page

  2. Click the “+ Person” button

  3. Select a User Account Type (note the gold tag means paid type)

  4. Enter your team member’s Email Address

  5. Click Invite Users

On Web:

TIP: Not sure what roles are right for your team? Check out UpKeep's different User Roles.

Once the email invite has been sent out your worker then needs to check their Inbox and Spam folders to see if the email came through, if it did, they need to open it and click the blue hyperlink in screen shot below. This link takes them to set up their account password. Once the password is set, they can log in via their mobile phone or on the web: https://app.onupkeep.com/#/login

Image-2022-04-07-at-10.12.59-AM

How to Create a Team with Users

Teams can be created to assign many paid user types to an object they may need to see or work on. Teams can have Admins, Limited Admins, Technicians, Limited technicians and Vendor/customers.

Steps:

  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!


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:

  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

  4. Click the pencil icon to edit basic account info

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

On Web:


How to Deactivate or Delete Users from UpKeep

TIP: For paid users such as technicians - instead of deleting the user, you can consider changing the account type (see above) to a Requester or View-Only user. This will deactivate their access to make changes but retain the association to any historical work order data you want to keep!

Steps to deactivate a user:

  1. See How to Update a User's Account Type above

Steps to delete a user:

(NOTE: Deleting 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.

NOTE: 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:

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