Inviting your team to Upzelo

You can invite teammates to use your business' Upzelo account. There is no cost to additional adding teammates.

 

Adding teammates from your technical team

Getting Upzelo working on your website may involve members of your technical team. Rather than copying and pasting code into messages you can simply invite them to the key parts of Upzelo. To do this all you have to do is click the menu (in the top right of the screen)

Select 'Set up Upzelo'.

From this screen you'll be able to invite teammates.

Just enter their name and email address and they will receive an invite email.

They will receive an email, with a link to create their account. Everything will be pre-populated, all they have to do is pick a password and they will have access to your setup code and links to our technical documentation.

Teammates invited from technical pages will only have access to this content. They will not be able to create offers, audiences, flows and they will not have publishing access.

 

Adding teammates from your finance team

Connecting Upzelo with your subscription engine may involve members of your finance team to authorise the secure connection. Rather them links or taking your laptop to their desk you can simply invite them to the key parts of Upzelo. To do this all you have to do is click the menu (in the top right of the screen)

Select 'Connections'.

From this screen you can select your subscription engine, the you'll be able to invite teammates.

Just enter their name and email address and they will receive an invite email.

They will receive an email, with a link to create their account. Everything will be pre-populated, all they have to do is pick a password and they will have access to your Connections screen and our support tools.

Teammates invited from connection pages will only have access to this content. They will not be able to create offers, audiences, flows and they will not have publishing access.

 

Adding teammates

There is no limit on how many teammates you can add to Upzelo. To add new teammates just click the menu (in the top right of your screen), select Settings.

From Settings you'll be able to see your active teammates. To edit details (or remove) teammates you only have to select 'Edit'.

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