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How to Add People & Teams

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

  • Invite Your Team to Join UpKeep
  • Creating a Team with Users
  • Update a Team Member’s Account Type
  • Deactivate Users from UpKeep

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: Select a User Account Type
Step 4: Enter your team member’s Email Address
Step 5: Click Invite Users

On Web:

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

When the user is added they will receive an email letting them set their password! They can also set/reset their password by going here

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: Select Team Users
Step 7: Select Add Team

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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

On Web:​

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 the trash can icon to Remove
Step 4: 
Confirm “Are you sure you want to delete this user?

On Web:​

Getting Started with UpKeep? Join our Account Set-up and Best Practices Webinar here.