UpKeep People & Teams and Vendors & Customers
All the How To Docs for Set up and Usage of UpKeep Users and 3rd Party Vendors/Customers
By Joseph and 4 others5 authors23 articles
How to Add, Edit, or Remove Users & TeamsThis article explains how your team admin can add and manage UpKeep users and any teams!
Inviting a New User gave me a "account already exists" errorGetting an error that a username has already been taken? UpKeep only allows 1 email per account
How to Create Custom RolesCustomizing roles to fit your needs!
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/UsernameThis doc will show you how to change your email address/username
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
Location Based Permissions for Users in UpKeepHow to set permissions so that your users can only see certain Locations and the attributes tied to those locations
How to Manage your UpKeep Push and Email NotificationsUpKeep sends email notifications and push notifications on your mobile devices. This article explains how you can manage those notifications
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
How to Import Users to your UpKeep TeamLearn to quickly import (and subsequently send invites to) users to your team in bulk!
Video - How to Import NEW users to your UpKeep Account
How to Import/Update Vendors and CustomersLearn to quickly bulk-import vendors and vendor information into UpKeep!
Video -Technician User Training - Mobile App and WebThese team training videos are included to walk technician users through the iOS and Android Mobile Apps for UpKeep!
Video - Admin Users Team TrainingTeam Training Video for Administrator Users
Video - Walk Through of People and TeamsThis video will walk you through how People and Teams will Work
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