How to Add Team Members

Uphance allows you to add Team Members to your organization to help you manage your business. 

You can send them an "invite" in the same way you would when inviting buyers to your B2B showroom.

Thankfully, sending invitations to team members is very simple and you can do so via the following steps:

First, navigate to Settings >> Users. Then click on the + icon at the top. Then enter the name of the user you wish to add, their email and also their role. Finally, hit the Create User button.

Note: Adding a new member to your organization can bump up your subscription fee. You will see the total fee you will pay at the beginning of your next billing cycle.

Upon hitting the Create User button, you will be automatically redirected to the Edit Membership page.

This is where you get to see if the user you added has accepted your invite. It's also where you get to edit their access and permission to your organization. You can also adjust their notification settings from this page.

Adding and assigning custom roles to your users empowers you to tailor user access for better security and operational control.

To add a new role, scroll to the Roles section and add one. After adding the role, you can modify their access as illustrated below.

Once you are done adding a new role, you can assign it to an existing or newly-created user.

Removing team members is also as easy as adding them. To remove, navigate to Settings >> Users once more. Locate the member you would like to remove. Click the edit icon, scroll to the bottom of the page, uncheck Active and Update user.