A new position or new responsibilities imply different access to your Upflow account.
A member leaving the team might for instance require a limitation or a deletion. Ensure your organization is properly reflected in your teammates’ permissions on Upflow. You can manage them from the Members section of your Settings.
What will I see and how to navigate the list?
On this page, you will find the following information about your members:
Field | Definition |
First and last name | A member’s personal information, as displayed throughout the platform (@mentions, account management assignment…) |
The address associated with the user’s account—used for login, receiving notifications, and sending notifications from (as long as your DNS is configured, that is!) | |
Role and Position | Define a user’s access to the different parts of your Upflow organization. |
Created at | The user’s creation date |
Status | • Created: hasn’t received an invite and cannot log in yet. |
You will be able to perform most of the actions that can be completed on Upflow’s lists (search, filter, sort); and can manage each member by clicking on the three dots at the end of their line:
❗ It is impossible to perform bulk actions on the members’ list or rearrange your columns.
What can I do?
As an admin
Action | Definition | Details |
Edit | Update a member’s Role and Position. | • Email addresses can not be updated by anyone. |
Send invitation | Invite a member who cannot access their account yet. | This can only be applied to members with a created status. |
Resend invitation | Resend the invite link to a member’s email address. | The option is only available for created and invited members. |
Delete | Fully remove a member from your Organisation. | This action is irreversible! |
❗Shall a member’s address change (merging…), they will need a new account.
And if I’m the owner?
The organization's owner shares the administrators’ rights with an extra!
Action | Definition | Details |
Transfer ownership | Grant another member the owner status and right. | If you want to revert this action, you will need the new owner to transfer the rights back. |
💡If your owner has left the company and their account is no longer accessible, you can reach out to [email protected].