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Essentials
Essentials

Here for the first time or needing a refresher on the basics? This part will take you through everything related to your platform configuration - from your personal and team setup to your organisations’ management. Let’s get you ready to fully benefit from what Upflow has to offer!

Jean-Malo avatarDNolwenn Launay avatar
By Jean-Malo and 4 others5 authors16 articles

Get Started


Getting Started Guide for Admins

Navigate Upflow


How to arrange my list views to my liking?

Profile and levels of access


How to invite your other team members on Upflow and what's their role and position?
How to invite my team members to Upflow?
How to manage my team members?
How to add my email signature to Upflow reminders?

Useful settings


Can Upflow reminders be sent from my email address?
Is it possible to send invoices from Upflow?
Send invoices from Upflow
Can I create multiple organizations?
Hide invoices and credit notes from the app
Can I confirm my customers I’ve received their payments?

Your apps and integrations


How to enable my Slack integration?

Your interactions with us


Understanding your Upflow invoice
How your NPS survey responses make Upflow better for you and why your feedback matters.
I cannot find the answer to my question!
Upflow Help Center