User Management
In this article
In this article group
Everyone at your company who uses UpSmith is listed on Settings → Members, under Company. It's where an Admin invites people, sets their role, helps them sign in, and removes them when they leave. You won't need UpSmith for any of it, except moving a departing teammate's recurring reports to someone else.
Who can do this
Only Admins can invite people, change a role or remove someone. Anyone on your team can correct a teammate's name or phone number here. If you don't see Invite Member at the top right, you're a Member — ask an Admin on your team, or email support@upsmith.com.
Reading the list
Each row shows a teammate's name, email, phone number and Organization Role. Use Search users by name or email to find someone, and Previous / Next to page through a long list.
Invite a teammate
Click Invite Member at the top right.
Enter their First and Last name and their Email.
Add a Phone number if you like. It's optional and used for account contact — they're asked separately before we ever text them.
Choose a Role. It starts on Admin, so switch it to Member unless this person should manage settings and other people.
Click Invite. They get an email to set up their own access.
Change someone's role
Use the Organization Role dropdown on their row to switch them between Member and Admin. A Member has full use of the agents and Ask Jenny; an Admin can also manage people and settings and see payroll, accounting and other restricted data. For the full list, see Who Can See What — Roles and Permissions.
Edit a name or phone number
Click the pencil next to someone's name to correct it. If a row shows Add Phone Number, click it to put a number on file. That alone doesn't start texts: We won't text this number until they turn on text messages themselves.
Help someone sign in
If a teammate can't get in:
Send magic link (the link icon) — emails them a link that signs them in without a password. The quickest fix for a forgotten password or an invite they can't find.
A new password — they can reset it themselves from the sign-in page; see Logging In to UpSmith. If they'd rather we set one for them, email support@upsmith.com and we'll take care of it.
If they can't find the email, have them check spam and confirm it went to the address on their row.
Remove someone who has left
Click the trash icon on their row. They lose access straight away, stop receiving notifications, and drop off every list in UpSmith.
Check their reports first. Once they're removed, any recurring report they own stops sending — to everyone on it, not just them. Before you remove them, email support@upsmith.com to move ownership to a teammate — see Sharing a Recurring Report.
Common questions
I invited someone and they never got the email. Check the address on their row, have them look in spam, then use Send magic link.
Someone has more than one location. A role applies to the organization you give it in and everything under it. To limit what someone sees, invite them at the location, not at the parent brand.
Can a Member invite people? No. Only Admins see Invite Member and the trash icon, and only Admins can change a role. A Member can still fix a teammate's name or phone number.
Where to go next
Who Can See What — what each role can do and see
Notifications — Who Gets Told What — choosing what a new teammate hears about
Logging In to UpSmith — signing in and resetting a password yourself