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Add/Manage Users

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


    Invite your team to join UpKeep

    1. Access your User settings by selecting People & Teams
    2. On the People & Teams page, click the "Plus Sign"
    3. Add New People
      • Enter the user’s email address
      • Enter the user's password 
      • Select User's Account Type 
    4. Click Add User(s)

    Click to enlarge 

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


    Create a team on UpKeep

    1. Access your User settings by selecting People & Teams
    2. On the People & Teams page, click the "View Teams"
    3. On the Teams Overview, click the "Plus Sign"
    4. Add a new team
      • Enter the team name
      • Enter the team description
    5. Click Add Team
    6. On the Teams Overview page, select the new "Team"
    7. On the Edit Team Users page, select people to add to the team 
    8. Click the "Check Mark" in the top right corner to save

    Update team member's account type

    1. Access your User settings by selecting People & Teams
    2. Click the desired user you'd like to change their account type
    3. Under "Account Type" select the new account type

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


    Deactivate users from UpKeep

    1. Access your User settings by selecting People & Teams
    2. Click the desired user you'd like to deactivate 
    3. On the Profile page, select "DELETE ACCOUNT" 
    4. Confirm "Are you sure you want to delete"

     

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