How to manage team members with Uplup
With Uplup, you can invite team members to collaborate on your account, assign them to specific brands (workspaces), and pick the role that fits — Collaborator or Viewer. Here’s how it works.
Team member limits by plan
- Free: No team members
- Pro ($29/mo): 1 team member quota
- Business ($79/mo): 5 team members
Note: Inviting team members requires a Business plan. The “Invite Member” button is gated until you upgrade to Business.
Step 1 — Open the Team Members page
From your Uplup dashboard, click the Team Members link in the left sidebar. You’ll see your current plan, the number of team members used vs. allowed, and a list of any existing members.
Step 2 — Click “Invite Member”
If you’re on Business and haven’t hit your seat limit, the orange Invite Member button is active in the top-right of the page. (If you’re on Free or Pro, it shows Upgrade to Invite and opens the pricing modal instead.)
Step 3 — Fill in the invite details
The invite modal asks for:
- Full Name
- Email Address
- Role — Collaborator or Viewer (see below)
- Assign to Brands — tick the brands (workspaces) this person should be able to access
Roles explained
- Collaborator: Can create, edit, and delete forms and quizzes; view and download submission data.
- Viewer: Can view forms and submission data only.
Note: Only the account admin (the original account owner) can manage billing, team members, and brands.
Step 4 — Send the invite
Click Send Invite. The team member receives an email with an invite link. When they click it, they’re taken to the acceptance page, signed in automatically, and dropped on the dashboard of the first brand they have access to.
New invites show as Pending in the Team Members table; once the link is clicked, the status changes to Active.
Editing or removing team members
- Edit: Click Edit next to a member to change their role or update which brands they’re assigned to.
- Remove: Click Remove to revoke access. They’ll be confirmed first, then removed from your account.
Need more than 5 seats? Click Need more seats? in the plan banner to chat with us about a custom arrangement.