Give another person access to your account
Invite a team member without sharing your password.
·3 min read
To give someone access to your Upkyo account, open My account, then User management, and click Invite a new user. Enter the person's email address and choose their permissions: full access or only certain items, such as invoices or tickets. They receive an email to set up their own access. You can remove that access at any time.
An accountant who collects your invoices, a developer who manages your website, an agency that looks after your domain names, a business partner: everyone who works on your account should have their own access. Never share your password. This guide explains how to invite someone, how to limit what they can do and how to remove their access.
Why not share your password?
- Security: a shared password travels by email or chat, and often ends up written down somewhere. The more it circulates, the higher the risk of a leak.
- Control: with personal access, you decide what each person can see and do. Your accountant does not need to touch your DNS.
- Visibility: the user list shows each person's last login.
- Ending a collaboration: you remove someone's access in one click, without changing your own password and handing it out again to everyone else.
Invite a user step by step
- Open My account, then User management.
- Click Invite a new user.
- Enter their email address and choose their permissions: full access, or only certain items such as invoices or tickets.
- Click Send Invite.
- The person receives an email to set up their access.
The account owner always keeps all permissions. You can remove a user at any time from the same page.
Which permissions should you grant?
You can grant all permissions, or tick only those that match the person's role. They cover, among other things, the account profile, contacts, services, domains, invoices, quotes, support tickets, the affiliate program, email history and placing new orders.
Some common examples:
- An accountant: invoices and quotes are enough.
- A developer or web agency: services and, if needed, domains and tickets to talk with support.
- A partner or manager: all permissions.
Apply the rule of least privilege: grant the minimum, you can always add more later.
What does the invited person receive?
They receive an email with a link. When they open it, they set up their access with their name and their own password, then click Accept Invite. If they already have Upkyo access with that address, they simply log in and accept the invitation. They can then switch between accounts without creating a new login.
Manage existing users
The User management page lists everyone who has access to the account, with their last login. For each person:
- Manage Permissions: change what they can do.
- Remove Access: revoke their access immediately.
Invitations not yet accepted appear under Pending Invites. You can resend them with Resend Invite or cancel them with Cancel Invite.
What if the invitation does not arrive?
- Ask the person to check their spam or junk folder.
- Check the spelling of the address under Pending Invites. If it is wrong, cancel the invitation and send a new one.
- Click Resend Invite if the message was deleted.
- If the problem persists, open a ticket or email support@upkyo.com.
To protect your account day to day, see also Protect your account. To find the other account settings, see Discover your client area.
Frequently asked questions
How do I add a user to my Upkyo account?
Open My account, User management, then click Invite a new user. Enter their email address, choose their permissions and send the invitation.
Can I limit a team member's access to invoices only?
Yes. Instead of granting all permissions, tick only those related to invoices. Your team member will not see the rest of the account.
How do I remove someone's access?
In User management, click Remove Access next to their name. Access is removed immediately and your own password does not change.
Can an invited user remove my permissions?
No. The account owner always keeps all permissions, whatever has been granted to other users.
My provider manages several Upkyo clients: do they need several logins?
No. The same person can be invited to several accounts with the same email address, and switch from one to another after logging in.