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UpKeep People & Teams and Vendors & Customers
UpKeep People & Teams and Vendors & Customers
All the How To Docs for Set up and Usage of UpKeep Users and 3rd Party Vendors/Customers
+3
25 articles in this collection
Written by
Ryan Chan,
Joseph Schmitt,
Ben On
and 3 others
How to Add, Edit, or Remove Users & Teams
This article explains how your team admin can add and manage UpKeep users and any teams!
Written by
Joseph Schmitt
Updated over a week ago
Inviting a New User gave me a "account already exists" error
Getting an error that a username has already been taken? UpKeep only allows 1 email per account
Written by
Ryan Chan
Updated over a week ago
How to Create Custom Roles
Customizing roles to fit your needs!
Written by
Travis Wood
Updated over a week ago
User Overview
Limited Administrator User Type Overview
Quick overview of functionality and notes on our Limited Administrator user type
Written by
Ben On
Updated over a week ago
My Limited Technician Cannot See Work Orders, Assets, Locations etc.
Limited technicians will ONLY be able to see what they are assigned to or have created themselves.
Written by
Ben On
Updated over a week ago
Requester Users: How to Submit and Manage Work Requests
This article is primarily for requester users and how they can submit requests into UpKeep and check on the status of their requests
Written by
Ben On
Updated over a week ago
People and Team Settings and Multi Site (multiple account) Overview
How to Change Your Email Address/Username
This doc will show you how to change your email address/username
Written by
Joseph Schmitt
Updated over a week ago
How to Change and Reset Your Password both on Web and via Mobile App (IOS and Android)
This doc will show you how to change and reset your password across web and mobile devices
Written by
Ryan Chan
Updated over a week ago
Location Based Permissions for Users in UpKeep
How to set permissions so that your users can only see certain Locations and the attributes tied to those locations
Written by
Travis Wood
Updated over a week ago
How to Manage your UpKeep Push and Email Notifications
UpKeep sends email notifications and push notifications on your mobile devices. This article explains how you can manage those notifications
Written by
Renee Hernandez
Updated over a week ago
How to Use the Multi-Site Module
Access multiple sites/UpKeep accounts on a single account!
Written by
Ben On
Updated over a week ago
Video - How to Setup Multi-Site
Quick demonstration on multi-site
Written by
Travis Wood
Updated over a week ago
Vendors and Customers
How to add Vendors & Customers
How to add Vendors and Customers to your Upkeep account
Written by
Ryan Chan
Updated over a week ago
Importing
How to Import Users to your UpKeep Team
Learn to quickly import (and subsequently send invites to) users to your team in bulk!
Written by
Ben On
Updated over a week ago
Video - How to Import NEW users to your UpKeep Account
Written by
Candice Ray
Updated over a week ago
How to Import Vendors and Customers
Learn to quickly bulk-import vendors and vendor information into UpKeep!
Written by
Ben On
Updated over a week ago
Video - How to Import Vendors & Customers
Video length (5:31)
Written by
Candice Ray
Updated over a week ago
Video Walkthroughs
Video - Admin Users Team Training
Team Training Video for Administrator Users
Written by
Ben On
Updated over a week ago
Video - Requester Mobile and Web Team Training
Team Training videos for limited technicians on the iOS and Android mobile apps!
Written by
Candice Ray
Updated over a week ago
Video -Technician User Training - Mobile App and Web
These team training videos are included to walk technician users through the iOS and Android Mobile Apps for UpKeep!
Written by
Ben On
Updated over a week ago
Video - Walk Through of People and Teams
This video will walk you through how People and Teams will Work
Written by
Candice Ray
Updated over a week ago
Video - Limited Technician Training - Mobile and Web Application
Team Training videos for limited technicians on the iOS and Android mobile apps!
Written by
Ben On
Updated over a week ago
Video - Location based Permissions Walk through
How Location based Permissions work and look
Written by
Candice Ray
Updated over a week ago
Video - Requester Users Team Training Spanish
Video - Entrenamiento del Equipo de Usuarios Solicitantes EspaƱol
Written by
Ben On
Updated over a week ago
Video- View Only Users (aka View & Request) - Mobile and Web Team Training
Team training video for our View-Only users
Written by
Ben On
Updated over a week ago