Primary Contacts and Team Admins can invite employees to use Upflex through the 'People' tab in the Business Portal. You can add individuals directly to your corporate account or assign them to a specific team.
You have the flexibility to create a single default team where all employees are added or organize them into multiple customized teams. Teams can be grouped based on various criteria, such as geography, department, or internal labels, to suit your organizational needs.
Using the Web | Guide to Adding Users
Step One: Go to your settings, located at the top right of your screen.
Step Two: Go to the 'People' icon on the left of your screen and then click 'Add People'.
Step Three: Add One Person: When the popup window appears, add the user's details: Email Address, First Name, Last Name.
Note: You can add multiple users by clicking 'Add new'.
Step Four: Assign a Team, if you consider necessary you can assign a team to the user.
Step Five: Assign Roles, you have the option to assign roles, such as: Primary Contact, User, Manager, Team Admin, People Admin.
Step Six: Assign a Department and a Cost Center if needed.
Adding Multiple Users:
You are also able to add Multiple Users, or Bulk Upload Users via a templated spreadsheet. For a step-by-step guide on how to add multiple user read this article: How do I Add Multiple People.
Option 1: Add Multiple People
Option 2: Import People
When finished, save or add your users. You Invitees will receive an invitation via email, and you can review their activation status in the People tab.
The invitees will receive an email invitation. Please kindly remind them
to click the link in the email to set up their account.
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