Setup
You will need the following permission in your security group: Can create, update and delete user accounts.
Click here to learn about permissions and security groups.
If you see this arrow, click to expand for more information!
If you see this arrow, click to expand for more information!
We will add optional information and screenshots under these arrows.
How to create and invite an user
1. Go to People > Users and click Create User.
1. Go to People > Users and click Create User.
2. Enter the Full Name, Email Address and select the appropriate License (Field, Desk, Contractor, Customer, Timesheet Only). The click Create user and continue.
2. Enter the Full Name, Email Address and select the appropriate License (Field, Desk, Contractor, Customer, Timesheet Only). The click Create user and continue.
Field: For technicians using the app for servicing, repairs, and callouts, requiring the Technician security group.
Desk: For users managing Uptick via the web, with app access included.
Contractor: Provides subcontractors access to the Contractor Portal to perform and complete tasks.
Customer: Grants clients access to the Customer Portal to manage their own accounts.
API: Grants visibility and access to Uptick’s API for integration purposes.
Timesheet Only: Allows users to start and stop the session timer, typically for apprentices tracking time on-site.
3. Select Security Groups and click Save account.
3. Select Security Groups and click Save account.
Security group: Control what features and data a user can access.
Service group: Assign a user to specific trade area or skill (e.g., Sprinkler, Electrical).
Zones: Defines the geographic area a user operates within.
Home branch: The main branch the user is associated with.
Branches: Different branches a user can be linked to.
4. On the user’s profile, click Send welcome email. The user will receive an email with instructions to set their password.
4. On the user’s profile, click Send welcome email. The user will receive an email with instructions to set their password.
Create and invite contractor users from Contractor page.
Create and invite customer users from Customer page.
Video
Managing Dual Roles
This guide provides a comprehensive overview of best practices to address common scenarios such as handling dual roles, managing email requirements, and setting up contact notifications.
Managing Dual Roles: Customer and Contractor
If an individual within Uptick needs to operate in both the Customer and Contractor roles, the recommended approach is to set up two separate user accounts:
Create two distinct user accounts:
One account with the Customer License and its corresponding Security Group.
A second account with the Contractor License and its respective Security Group.
Use different email addresses for the accounts:
Each account must have a separate email address to ensure proper setup and functionality.
How to reset the password for a user
1. Go to People > Users, find a user and click View.
1. Go to People > Users, find a user and click View.
2. On the user’s profile, click Send welcome email.
2. On the user’s profile, click Send welcome email.
The user will receive an email with instructions to reset their password.
How to deactivate a user
1. Go to People > Users, find a user and click Edit.
1. Go to People > Users, find a user and click Edit.
2. Uncheck the Active box to deactivate the user. Then click Save account. Inactive users cannot log in until reactivated.
2. Uncheck the Active box to deactivate the user. Then click Save account. Inactive users cannot log in until reactivated.
3. Select an active user in Default technician, Primary technician (unarchived tasks), Office assignee and Warehouse manager to reassign their responsibilities.
3. Select an active user in Default technician, Primary technician (unarchived tasks), Office assignee and Warehouse manager to reassign their responsibilities.
Default technician: Replace default technician on properties where this technician is currently assigned.
Primary technician (unarchived tasks): Replace primary technician on unarchived tasks where this technician is currently assigned.
Office assignee: Replace office assignee on unarchived tasks with this user assigned.
Warehouse manager: Replace manager on warehouses where this user is currently assigned.
