Welcoming new joiners, managing an internal reorganization, seeing a colleague being promoted or leaving the company... Structural changes also imply access evolutions. Ensure your organization is properly reflected in your teammates’ permissions on Upflow. Easily manage them from the Users section of your Settings!
Field |
Definition |
Name & Email address |
Displayed throughout the application (@mentions, assignments) and in reminder emails. Can be edited by the user only from their Profile section. |
|
The address associated with the user’s profile — is used for login, receiving notifications, and sending reminders. |
Role and position |
Define a user’s access to the different parts of your Upflow organization. |
Groups |
Groups the user is part of. See our dedicated article. |
Created at |
The user’s creation date |
Last visit |
The last time the user logged into Upflow. Blank if never logged yet. |
Status |
• Created: hasn’t received an invite and cannot log in yet. |
Search, filter, and sort your users the way you do other Upflow lists.
You can take action on any user by clicking on the three dots next to their name. |
💡 Rearrange your columns to see the information needed, as needed.
Possible updates
Roles & Positions
While Admins own your organization's configuration (workflows, users, integrations...), Members can only intervene on their profiles, review their accounts' information and execute actions assigned to them.
Beyond sharing admin rights, your organization's Owner is the only one who can transfer the ownership.
Roles | |||
Member | Administrator | Owner | |
Dashboard | 🟢 | 🟢 | 🟢 |
Customers | 🟢 | 🟢 | 🟢 |
Customer details | 🟢 | 🟢 | 🟢 |
Invoices | 🟢 | 🟢 | 🟢 |
Transactions | 🟢 | 🟢 | 🟢 |
Workflows | 🔴 | 🟢 | 🟢 |
Actions | 🟢 | 🟢 | 🟢 |
Analytics | 🟡 | 🟢 | 🟢 |
Settings | 🔴 | 🟢 | 🟢 |
Profile | 🟢 | 🟢 | 🟢 |
Users | 🔴 | 🟢 | 🟢 |
Remove users | 🔴 | 🟢 | 🟢 |
Transfer ownership | 🔴 | 🔴 |
🟢 |
🟡 ☝️ Under certain conditions based on the position associated. More information below in the Positions section.
Actions | |||
Members | Admins | Owner | |
Edit user's name | 🟡 | 🟡 | 🟡 |
Add profile signature | 🟡 | 🟡 | 🟡 |
Edit user's email address | 🔴 | 🔴 | 🔴 |
Edit user's role/position | 🔴 | 🟢 | 🟢 |
Send invitation to users | 🔴 | 🟢 | 🟢 |
Remove users | 🔴 | 🟢 | 🟢 |
Transfer ownership | 🔴 | 🔴 | 🟢 |
Assign a workflow | 🔴 | 🟢 | 🟢 |
Assign a user | 🔴 | 🟢 | 🟢 |
Enable/disable payment methods | 🟢 | 🟢 | 🟢 |
Enable/disable payment options | 🟢 | 🟢 | 🟢 |
Remove saved payment method | 🟢 | 🟢 | 🟢 |
Update custom field values | 🟢 | 🟢 | 🟢 |
Pause collection | 🟢 | 🟢 | 🟢 |
Chase outside of planned reminders | 🟢 | 🟢 | 🟢 |
Send planned reminders | 🟡 | 🟡 | 🟡 |
Dispute an invoice | 🟢 | 🟢 | 🟢 |
Add custom field invoice level | 🟢 | 🟢 | 🟢 |
Add a custom field transaction level | 🟢 | 🟢 | 🟢 |
Add a promise to pay invoice level | 🟢 | 🟢 | 🟢 |
Mass action client list view | 🔴 | 🟢 | 🟢 |
Mass action invoice list view | 🟢 | 🟢 | 🟢 |
🟡 👆 Personal information (name/signature) can only be updated at a personal level from the Profile section.
🟡 👆Send planned reminders: only if you're the action's owner.
❗ Shall a user's address email change, they will need a new profile.
Create a new profile with the new address, reassign the clients to the new profile, and remove the old one.
Positions
From their Homepage to the various Upflow lists, data displayed on the Account managers' end is limited to those of their assigned customers if their Role is "Member".
Accountants and Finance users have more visibility. They can review all of your customers' information and use the Analytics dashboards that account managers have no access to.
💡 Action owners only, regardless of their role and position, can see and complete actions.
Any role can be designated as an action's owner. This results in the action appearing on its trigger date on all impacted users' clients for them to execute.
Finance users: all of your organization's members with this position
Account managers: all of your organization's members with this position are assigned to the customer to contact.
💡 If the owner left the company and their account is no longer accessible, reach out to support@upflow.io. We will gladly help you fix this!