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Add and Manage Users and Teams

This article explains how your team admin can add and manage UpKeep users:


    Invite Your Team to Join UpKeep

    Step 1: Access your user list through the People & Teams page
    Step 2: Click the "+ Person" button
    Step 3: Enter your team member's Email Address
    Step 4: Select a User Account Type 
    Step 5: Click Add User(s)

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    Not sure what roles are right for your team? Check out UpKeeps different User Roles


    Creating a Team with Users

    Step 1: Access your user list through the People & Teams page
    Step 2: On the People & Teams page, click the "Teams" toggle at the top
    Step 3: On the Teams Overview, click the "+ Team"
    Step 4: Enter a team name
    Step 5: Enter the team description
    Step 6: Click Add Team

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    Step 7: On the Teams overview page, select the new Team
    Step 8: On the Edit Team Users page, select people to add to the team

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    Step 9: Click  "Back" in the top right corner to to go back to the team page

    Need more information on adding teams? Schedule a call with one of our Customer Success team members


    Update a Team Member's Account Type

    1. Step 1: Access your user list through the People & Teams page
      Step 2: Click the desired user for whom you'd like to change their account type
      Step 3: Under Account Type select the new account type
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    Not sure what roles are right for your team? Check out UpKeeps different User Roles


    Deactivate Users from UpKeep

    Step 1: Access your user list through the People & Teams page
    Step 2: Click the desired user you'd like to deactivate
    Step 3: On the Profile page, select "Remove"
    Step 4: 
    Confirm "Are you sure you want to delete?"

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