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How to add a new user
How to add a new user

How to add/invite someone to your Uptick account

Britta avatar
Written by Britta
Updated over a week ago

There are a few ways to add and invite someone to join you in Uptick:

Add a user when creating a new 1:1

Anyone can add a user through the setup of a new 1:1. Once you have selected the questions you want to use, the second step of the 1:1 setup process is to select or create a new user.

If you are using the goal-tracking question, you can add a user directly from there to start inputting goals for that person:

The second step of the 1:1 setup process is to select or create a user. Click the dropdown and select a user from the list, or click "Create new user" to add someone.

To create a new user all you need is first name, last name, and email address. The new user will not receive an email from Uptick until the 1:1 setup has been completed.

Admins: add a user from the Users page

Any Admin can add new users directly from the Users page.

Click the blue “Add a User” button in the top right corner.

Fill out the new user’s first name, last name, and email address. Title and manager assignment are optional.

If you assign a manager, when that manager goes to set up a new 1:1, the new user's name will automatically show up as someone they can select (in the second step of the 1:1 setup process). Then, once the manager has completed the setup of the 1:1, the new user will automatically receive an email invitation to Uptick.

Or, an Admin has the option to directly invite a new user to their Uptick account. Click the blue “Send Invite” button next to their name on the Users page, and they’ll be sent an email invitation to join Uptick.

Admins: add a group of users using bulk upload

Any Admin can utilize the bulk upload format to add a group of users at once.

Bulk upload is found on the Admin page under Account Settings. Download the template to use the correct format.

New users added via bulk upload will show up on the Users page. They will not automatically receive any emails or invitations to Uptick - only once a 1:1 has been set up for them, or if an Admin invites them via the Users page (by clicking the "Send Invite" button).

Questions? Send us a chat. We'd love to help!

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