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). The table below shows how roles and positions combine to define what a user can do and see:
How to add a user:
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.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