UpKeep People & Teams and Vendors & Customers
All the How To Docs for Set up and Usage of UpKeep Users and 3rd Party Vendors/Customers
26 articles
How to Add, Edit, or Remove UsersLearn how to invite and manage your users on UpKeep.
Inviting a New User Error/User already ExistsGetting an error that a username has already been taken? UpKeep only allows 1 email per account
How to Create Custom Roles for UpKeep UsersLearn how to create custom roles for your Upkeep users
How to Create and Edit TeamsLearn how to create and add users to Teams
How to Navigate your People & Teams SectionLearn the basics of how to navigate your People & Teams section
People & Teams Field Glossary: From Roles to CategoriesUnderstanding the different fields that are available when editing user profiles
Limited Administrator User Type OverviewQuick overview of functionality and notes on our Limited Administrator user type
Limited Technician OverviewLimited technicians will ONLY be able to see what they are assigned to or have created themselves.
Requester Users OverviewThis article is primarily for requester users and how they can submit requests into UpKeep and check on the status of their requests
How to Change Your Email Address/UsernameLearn how to change your email associated with your UpKeep login
How to Change and Reset Your PasswordLearn how to change and reset your password across web and mobile devices
Location Based Permissions for Users in UpKeepLearn how to set location based permissions so that your users can only see certain locations and the attributes tied to those locations.
How to Manage Email and Push NotificationsLearn how to manage push notifications and emails that are sent via UpKeep on Web and Mobile Applications.
How to Use the Multi-Site ModuleAccess multiple sites/UpKeep accounts on a single account!
Video - How to Setup Multi-SiteQuick demonstration on multi-site
Technician User Training - Mobile App and WebLearn how to use UpKeep's application as a Technician.
Video - Admin Users Team TrainingTeam Training Video for Administrator Users
UpKeep People & Teams - Video WalkthroughExplore UpKeeps People & Teams with this video walkthrough. Learn about updated features, user management, and team organization
Video - Requester Mobile and Web Team TrainingTeam Training videos for limited technicians on the iOS and Android mobile apps!
Video - Limited Technician Training - Mobile and Web ApplicationTeam Training videos for limited technicians on the iOS and Android mobile apps!
Video - Location based Permissions Walk throughHow Location based Permissions work and look
Video - Requester Users Team Training SpanishVideo - Entrenamiento del Equipo de Usuarios Solicitantes Español