Everything you need to launch is in your admin portal, and most of it takes minutes. Work through this page in order.

Anything marked Default is already switched on — skip it unless you want something different.

Upload your logo, icon and brand colours in admin settings so the portal looks like yours from day one.

→ Branding your Upflex platform

Have a look around before you add anyone else, so you know where things live.

→ Upflex for admins

→ Admin reports

If you're using pool funds: check they show as available in the Pools section of your portal. Invites can't be sent until funds have cleared.

→ How to view your pool balance

If you're using cards: you can add a company or team credit card as your primary or backup payment method, or have users add their own.

→ Add or delete a company or team credit card

→ Add a credit card to your profile

Default: email and password, created when each user is invited. No setup needed.

Prefer corporate single sign-on? Email [email protected] with your IT contact and we'll arrange the SSO setup with them.

You have two options:

→ Adding, modifying, deactivating and reactivating users

→ Upflex SCIM integration guide

For SCIM, email [email protected] with your IT contact to get started.

Starting with one generic team is completely fine. Creating teams, departments or cost centres gives you more granular reporting later, and makes it easier to apply different budgets or permissions to different groups.

→ Creating, editing and deleting teams

→ Creating and assigning departments and cost centres

Think about who needs full admin access, who needs to book on behalf of others, and who manages teams. Roles aren't fixed — you can change someone's role at any time as your programme grows.

→ Exploring user roles

→ How to change a user's role

All of these are open by default and can be changed at any time, so there's no need to decide now.

Default: users can book everything — desks, meeting rooms, private offices and airport lounges. You can restrict access to specific types if you'd prefer.

→ Managing booking limits and space types

Default: unlimited. We usually recommend starting here and adding limits later if you need them.

You can set limits by value (for example $500 per user per month) or by space type (for example unlimited desks, with meeting rooms capped).

→ Managing booking limits and space types

Default: the full Upflex network. You can restrict access by country, city or named location.

→ How to curate a network

Let your team find and book Upflex spaces directly from Microsoft Teams, Slack or Google Calendar.

→ Integration guides

Two things to agree internally:

Share the user training guide. Include this link in your announcement so your team knows exactly how to get started — it walks them through booking their first workspace, with video.

→ Upflex user training: how to book a workspace

Ask us via web chat if you'd like a launch announcement template, or if you'd like us to review yours before it goes out.