In this article:

*Only Account/Admins can add, remove and manage user settings within Upsiide*

As an Account Admin, you can add users by:

Navigate to the User Menu (your initials) located at your screen's top right and select Account Settings and toggle to the 'Users' tab.

Next, enter the user's email address and select the user's role and space using the drop-down menus (i.e., the permissions you would like the user to have within a particular space in your account).

Note: An email invite will then be sent from Upsiide to the user

Add a user

*Please note: to remove a user you must be an account admin*

To remove a user from your Upsiide account click on the user icon in the top right corner of your dashboard screen. In the drop-down user menu, select ‘Account settings’ and then toggle to the ‘Users’ tab in the left corner.

Within the Users tab, delete a user by clicking into the three ellipses to the right of the username/email address and click ‘Remove’.

To remove a user from a specific space within your Upsiide account simply click on the ‘Spaces’ tab and select the space you want to remove a user from, click on the downward arrow to the left of the ellipses and select ‘No Access’ in user permissions.

Upsiide supports Single Sign-On (SSO) to provide a seamless and secure login experience for your team. SSO is especially useful for organizations with multiple users across departments or companies.

To enable SSO for your account, speak to your Customer Success Manager - you'll need the following information to set up SSO:

Once this information is received, we'll configure SSO for your account and notify you when setup is complete.