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How to add additional users into your UpMetrics instance

Need another set of eyes to review the impact framework you've been building in UpMetrics? Here's how to invite your team members to collaborate with you in the platform.

UpMetrics is better when teams are working together!

To add additional team members as users in your UpMetrics instance, follow these simple steps:

  1. Click Settings ⚙️ in the bottom-left corner of your UpMetrics screen, and go to Organization Settings.
    2. Click Org Settings
  2. Once on the Organization Settings page, navigate to the Team Members tab along the top. Then click the "+ Add Team Member" button on the top right of the page.

    3. Team tab + Add Team Member button

  3. Add your team member's First and Last Name and Email Address, then click Invite.

Screenshot 2024-05-17 at 2.30.30 PM

Once you've clicked Invite, your team member will receive an email from UpMetrics asking them to set their password and log into the platform. If they don't receive the email in 5 minutes, have them check their junk inbox. 

 

If you encounter any issues, please submit a support ticket and someone from our support team will reach out to help resolve the issue.