Upflex

New to Upflex? Getting Started, Account Activation & Setup Guide

Getting Started & Account Setup

How to sign up for a new Upflex account

How to Access Upflex Portal (Web & App)

Step by Step on how to access to your Upflex account.

My Company Already Signed Up. How do I access my account?

Here you will find what type of spaces you can book within the Upflex Network.

What Types of Spaces does Upflex Offer?

Explore Locations in the Upflex Network

Access your Upflex account securely using your company credentials—no separate password required!

Corporate SSO

Follow these steps to update your password

How to Change or Reset your Password

What Role do I have at Upflex

Which access role do I have for my account?

Exploring User Roles

Review and change contact details, profile photo & notification settings

Update Profile Information

How do I know how much and what I can book on a monthly basis?

How to Find Your Budget Limit

Find out how budgets are set and when they are renewed

When does my Monthly Budget Limit Reset?

For users:  How to pay for my own bookings.

How Do I Add a Credit Card to my Profile?

Changing your profile picture on the Business Portal

How to Change Your Profile Picture on Upflex

Brand your Upflex desktop and mobile app to give your team a cohesive, on-brand experience.

Branding Your Upflex Platform

Sign up a new account, where to gain access and find out about Upflex locations

Getting Started

Create a custom design with text, images, and links

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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