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.
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.
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
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 edit or 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. Change information or uncheck the Active box to deactivate the user. Then click Save account.
2. Change information or uncheck the Active box to deactivate the user. Then click Save account.
Inactive users cannot log in until reactivated.
Recommended steps
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