Uptick users with Admin, Owner, or Manager account status can take certain actions on the Users page to edit user accounts.
On the Users page, click on a user's name to view their account details:
Once a user has verified their email (confirmed their account), the name and email fields are greyed out and can only be updated by the user themselves.
A user can update their name or change their email on the My Profile page (click on your photo or initials in the top right corner of your Uptick account).
Permissions on the Users page
Any user can view the entire list of users on the account.
An Admin can add a user.
An Admin can invite a user ("Send Invite" button), send another invitation ("Resend Invite"), and edit user details.
A manager can edit some user details for their direct reports. See the section below.
(See article View and edit users on the Users page for more details on the Users page.)
Editing user account details
Who can take what actions to edit a user's account:
Edit a user's name: only the user, once their account has been confirmed
Change/edit a user's email address: only the user, once their account has been confirmed; an Admin, before their account has been confirmed
Edit a user's title: user, user's manager, Admin
Change a user's manager: user's manager, Admin
Deactivate (delete) a user: only an Admin
Granting or removing additional user permissions (making a user an Admin, or removing Admin access): only an Admin
From the Users page, click on a user's name to view their account details. Make any permitted changes, then click "save".
Change a user's manager
An Admin can change any user’s manager. Or, a manager can change the manager for their own direct reports.
On the Users page, click a user's name to view their account details.
Under “Current Manager” click the dropdown and select another user. All users who are currently managers will be listed first in alphabetical order, and then all other users are listed in alphabetical order. “Has no manager” is also an option, if they do not have a manager in Uptick.
Change account permissions
A user's account permissions are noted with labels on the Users page.
From the Users page, click on a user's name to view their account details.
Click the "Additional Permissions" dropdown to add or remove permissions for the user. Then click "save" and their permissions will automatically be applied. (The edited user may need to do a page refresh if they already have Uptick open.)
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