1. Knowledge Base
  2. Getting Started with your UPbook Dashboard

Manage Team Members

How to edit a name?
How to add/edit an email address?
How to send a login?
How to add/remove a team member?

Oh yeah, we heard you and we made it easier! So easy, in fact, it's at the click of a button (your button!).

As a manager or or owner, you can make any of these changes on your own. Just click the "Manage" tab and then "Team".

Once you have clicked that box, you will see your team information under this header:

Screen Shot 2023-08-10 at 1.19.41 PM

 

As you see, you can click "+Add a Team Member" to add a new team member.

Screen Shot 2023-08-10 at 1.20.33 PM

Then under the actions heading you have the ability to edit by clicking the pencil, send a login by clicking the envelope, or delete a member by clicking the trash can. 

Screen Shot 2023-08-10 at 1.20.37 PM


You can now really manage your team's information! But of course we are still more than happy to assist you with it if you would like 😉.