User Management
Customer question: "How do I add or remove a teammate, or change their permissions?"
Short answer: Admins can add, remove, and set permissions for teammates from the settings area of the UpSmith platform.
To add a teammate
Go to Settings in the UpSmith platform.
Select Invite user (top-right), enter their email, and choose a role.
They receive an invite to set up their access.
To remove a teammate
Open the same Team / Users area.
Find the person and select Remove / Deactivate.
To change permissions / roles
Open the user's record in Team / Users.
Update their role (Member or Admin).
Only admins can manage users. If you don't see these options, you don't have admin access — ask an existing admin on your team, or email UpSmith support at support@upsmith.com.
User management is fully self-serve — admins can manage users without UpSmith.