Why Create Teams?
Teams help organize users into groups based on location, department, or funding preferences
🔹 Example 1: Sales Team – This team funds its own bookings separately. They use an Individual Team payment option.
🔹 Example 2: Minneapolis Team – Groups employees in the same city so they can see each other’s bookings and collaborate. This team may be funded through a Corporate Account or a Team Purchase Plan.
Team Bookings on the Homepage – Users can see and book spaces where their teammates are working for easier collaboration.
Steps to Create a Team
1️⃣ Select People
2️⃣ Click Add Team – If you don’t see this option, you don’t have permission to create a team.
3️⃣ Enter Team Details:
- Team Name
- Team Admin’s Name & Email
- Payment Options (see below)
💳 Corporate Account – A shared company account funds bookings for all teams.
💰 Team Purchase Plan – The team has its own cost center, and only members of this team can use these funds for bookings.
4️⃣ Click Add – The Team Admin will receive an invite to join Upflex if they don’t already have an account.
5️⃣ Assign Users
- For current users: In the People section, Select Active and search for users, click on their profile and update Team to the appropriate Team Name and click Save.
- For new users: Click the People tab, select Add People, enter in the required information for each new user and select the appropriate team. Continue adding people and click Save.
If you wish to reassign all of your employees to different teams, reach out to [email protected] for a template to complete and this can be uploaded to update.
That’s it! Your team is now set up and ready to book. 🚀
Steps to Edit Team Details
1️⃣ Select People
2️⃣ Select Teams tab
3️⃣ Click the pencil icon to the far right of the team you wish to edit and Save.
Here you can change the Team Name, Team Admin Name and Team Admin Email
Steps to Reassign or Deactivate Team Members
1️⃣ Select the People tab.
2️⃣ Search for the team member you want to edit:
• Scroll through the list, or
• Enter their name or email in the search box.
3️⃣ To Reassign: click the team member’s name, update the Team dropdown, and click Save.
4️⃣ To Deactivate: click the X icon to the far right of their name. The user will be deactivated and their data anonymized.
Steps to Delete a Team
Before deleting a team, ensure it has no members by reassigning or deactivating team members first as outlined above.
Once the team is empty:
• Go to People > Teams tab
• Click the X icon to the far right of the team name to deactivate
📧 If you need assistance deleting a team after all members have been reassigned or removed, please contact us at [email protected] and we’ll take care of it for you.