On the Business Plus plan, you have the ability to create Custom Roles! All Custom Roles can do everything an Administrator can do in UpKeep, but you can customize some important permissions below.

To navigate to the Custom Roles page, please do the following:

1) Upon logging into Upkeep, on the bottom left corner click Settings.

2) On the settings window, you can then select Roles on the far right.

3) Click the blue Create Role button to begin creating your custom role.

4) Give the role a name, description, and external ID. Please Note: External ID will be created when you name the new Custom Role. Only letters and underscores are allowed in the External ID.

Finally, select what permissions you want this custom role to have! Reminder, All Custom Roles can do everything an Administrator can do in UpKeep, but you can customize some important permissions.

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