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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: Enter your team member’s Email Address
Step 4: Select a User Account Type
Step 5: Click Add User(s)

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: Click Add Team

​​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

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

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 “Remove”
Step 4: 
Confirm “Are you sure you want to delete?

On Web:

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