Documentation Index
Fetch the complete documentation index at: https://docs.upflow.io/llms.txt
Use this file to discover all available pages before exploring further.
Goal: Add your team to Upflow and make sure everyone has the right access before you configure workflows and automation.
⏱️ Estimated time: 30–60 minutes
Actions
- Add your team members with the right role and position
- Assign account managers to their customers (can also be done before Step 5)
Key decisions
- Who owns collections day-to-day? This determines who gets assigned as action owner in your workflows — get this right before you configure them in Step 5.
- Does everyone need to see all customers, or should visibility be restricted? Account Managers with a Member role can only see their assigned customers. If your sales or CS team is involved in collections, this matters.
- How will you assign users to customers? Manual assignment works for small teams or one-off changes. For larger teams, consider a CSV upload, Smart Rules, or Salesforce if it’s your source of truth for account ownership.
Add your team
Invite the team members who will collaborate in Upflow. Each user needs both a role (what they can configure) and a position (what data they can see).
You must invite users to each Upflow organization separately in a multi-entity setup.
| Owner | Admin | Member |
|---|
| Manage settings, integrations, workflows | ✓ | ✓ | — |
| Perform collection actions | ✓ | ✓ | ✓ |
| Complete assigned tasks | ✓ | ✓ | ✓ |
| Transfer organization ownership | ✓ | — | — |
| Position | Who sees what | Notes |
|---|
| Finance User | All customers | May be used as a fallback owner for actions and notifications — expect more notifications for this position. |
| Account Manager | Assigned customers only (if Member role) | If given Admin role, sees all customers. Best for sales or CS teams involved in collections. |
| Accountant | All customers | Similar to Finance User but not involved in collections. |
You can add users without inviting them to sign into Upflow — useful if you want to assign ownership before your team is onboarded.
Assign users to customers
If your sales or CS team is involved in collections, assign them to their customer portfolio so they only see what’s relevant to them. This is especially important for Account Managers with a Member role — without assignment, they won’t see any customers.
You can do this now or before Step 5, but it must be done before workflows go live.
| Option | Best for |
|---|
| Manual bulk assignment | Initial setup or one-off changes — filter customers, select them, then use Actions → Assign users |
| Manual customer-level | Individual corrections from the customer detail page |
| CSV upload | Large initial imports, especially if ownership can’t be pulled from your integration |
| Smart Rules | Ongoing automation based on customer properties or custom fields |
| Salesforce | When Salesforce is your source of truth for account ownership |
Users must exist in Upflow before they can be assigned to customers, even if they haven’t been invited to sign in yet.
Validation — Required to continue
- All users are added with the correct role and position
- Account Managers are assigned to their customers (or scheduled before Step 5)
- At least one user is set up to own workflow actions in Step 5
👉 Next: Step 3 — Configure your settings
