How to manage team members with Uplup

With Uplup, you can easily add role based team members to your account. You can choose which brands they can manage and set their roles as Owner, Admin, Editor, or Viewer. Let’s learn how!

Step 1.

From your Uplup dashboard, click on the Team Members link in the left navbar.

Step 2.

Note: there are limitations on how many team members you can invite based on your plan level:

Team Member Limits by Plan:

Free plan: 0

Starter/Pro plan: 1

Business plan: 5

Scale plan: Unlimited

Next, click on the + Invite Team Member button.

Step 3.

Next, fill out the team member’s details. Then, choose which role you want them to have.

Roles explained:

• Owner: Full access including billing and team management
• Admin: Full access except billing
• Editor: Can create, edit, and delete campaigns; view and download user data
• Viewer: Can view campaigns and user data, but cannot create, edit, or delete campaigns

Note: Only the Owner can manage billing, team members, and add/delete brands.

Finished!

After you send the invite, the team member must click on a verification link they’ll receive in their email. After that, you’ll be able to view and manage all of your team members. You can update their roles or remove them at any time.