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 provides the option to enable SSO for your team. This may be useful for accounts with cross-company access to Upsiide, and allows for a smooth login experience for users.

To set up SSO, navigate to your account settings. From this page, select "Update" from the top right corner of the Account Details box.

Within the Account Details Window, select the "Advanced Settings" tab. Here, you can toggle on "SAML Authentication".

Once enabled, you will need to work with your internal IT team to setup the domains and URLs required for SSO.

Once you have inputted all the necessary information, select "Update" to save.