UpKeep People & Teams and Vendors & Customers

All the How To Docs for Set up and Usage of UpKeep Users and 3rd Party Vendors/Customers

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 Español

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