Upflex

Manage users, find reports, set budgets and manage payments. 

Upflex for Admins

How to Customize and Turn On/Off Notifications

Update Notifications for Corporate Accounts

How to set up notifications for admins on a corporate and team based level

Notifications

The Products section in the Upflex portal gives Corporate and Team Admins visibility into pool balances and purchases

Understanding the Products Section in Reports

The Enrollment section gives Corporate & Team Admins visibility user engagement with the platform, from initial invitations to active usage.

Understanding the Enrollment Section in Reports

The Flex Spaces section in the Upflex portal gives Corporate and Team Admins visibility into booking activity within the platform

Understanding the Flex Spaces - Booking Section in Reports

The Flex Spaces – Spend section provides Corporate and Team Admins with visibility into how their organization is spending on bookings.

Understanding the Flex Spaces - Spend Section in Reports

The Bookings tab provides Corporate & Team Admins with a view of all bookings customisable by date, space type, team, user & booking status.

Understanding the Bookings Tab in Reports

Admin Reports 

How to add / remove users and learn what settings you can assign to manage your workforce in accordance with your organizational needs

Adding, Modifying, Deactivating Users

Benefits of creating teams for your employees, how to set it up and make changes

Creating, Editing, Deleting Teams

Learn how to effectively manage users from initial upload to assigning roles, budgets, teams, and permissions

Managing Users, Teams, Permissions & Budgets

Guide to finding total pool contributions, spend and remaining balance

How to view your Pool Balance

Learn how to add funds to your company’s pool

Invoice Request Form for Pools

Need to add a card, update an expired card or remove your payment method? Here’s how to do it in the Upflex Portal (Web).

How to Add and Delete a Credit Card for Company or Team(s)

View, email and download invoices for credit card payments

Accessing credit card receipts for your team

Need to confirm whether a cancelled booking has been refunded? Follow these easy steps via the Upflex Portal (Web):

Booking Refunds for Team Members

Managing Payments (pools & credit card) 

For Corporate & Team Admins: Build a tailored list of preferred spaces your team can book — curated for your company’s needs.

How to Curate a Network

Want your team to book space at your company’s office? With Upflex Unify, you can make internal locations bookable - find out how!

What is Unify / Booking in your Corporate Offices

Curate a network of on demand spaces and make your own offices bookable all on one platform

Network curation & Unify

Create a custom design with text, images, and links

Find answers and get help from Intercom Support and Community Experts

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