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User Management

Upkapp beautifully blends industrial-grade power with everyday simplicity. Managing your team shouldn't require a degree in IT, which is why our user creation process is straightforward while still offering robust control over data visibility and responsibilities.

When Creating a User

Adding a team member to Upkapp is quick and intuitive. For every user you onboard, you can customize three key settings:

  • Preferred Language: Upkapp is fully localized. You can set each user's interface independently to either English or Portuguese, allowing an international or diverse team to work seamlessly together.
  • User Type (Role): Defines what actions the user is authorized to perform across the platform.
  • Group Access: Restricts or grants visibility to specific areas of your business. A user will only see Items, Jobs, and Work Orders belonging to the Groups you explicitly check for them.

The 3 User Types in Upkapp

To keep workflows secure and simple, Upkapp uses three distinct user roles:

1. Master User

This is the account creator. The Master user has unrestricted, global access to the entire platform. * Key Responsibilities: Full operational control across all Groups. * Exclusive Permissions: The Master user is the only role capable of modifying billing information, changing subscription plans, and managing other users (creating, editing, or deleting profiles).

2. Manager User

Managers are the operational leaders of specific departments or areas. They have full autonomy within their assigned scope. * Key Responsibilities: Within the Groups they have been granted access to, Managers can perform any action. This includes creating new Items, configuring complex Jobs, modifying data, updating meters, and handling assignments. * Limitations: Managers cannot see or modify Groups they don't have access to, and they have absolutely no access to the account's billing or user management settings.

3. Staff User

Staff users are your frontline executors. Their interface is stripped of administrative clutter so they can focus purely on getting work done. * Key Responsibilities: Staff users can only view and complete Work Orders within their assigned Groups. * Limitations: They cannot create Groups, Items, or Jobs, nor can they alter core configurations or system data. They log in, look at their prioritized list, execute the tasks, and mark them as done.

Expanding Your Team

Your baseline Upkapp subscription includes 5 users right out of the box.

If your business grows and you need to onboard more team members, adding extra user slots is simple. The capability to register additional users depends on your active subscription plan. For details on upgrading your seat capacity or checking current tier limits, please visit the Billing & Subscription page.