Account Settings

1. My Account Settings

Each user can edit the following fields which apply to their own account only:

- Email, Name and Password
- Language: the Upvise app interface has been localized in these languages
- Country
- Time zone
- Manage Users (edited by Admin and Manager users only)
- Set projet Readonly
- Set Start App: set the app which will display each time you start Upvise. Overrides the Company Start App setting

Edited by Admin only:
- User Account Type: Admin, Manager or Standard
- Role:
- Access to Beta Apps: user can see Upvise apps which have been deployed as Beta in the database.
- Location tracking
- Enable 2FA

2. Company Settings

The following fields are set for all User accounts in your Company database and can only be edited by an Administrator user:

- Company name: click on Change Name in the toolbar to edit your Company name. - Start App: set the app which will display each time a user starts Upvise

- Hide Settings on Mobile: when this option is checked, the Settings icon does not appear in the mobile app for Standard Users, and they will not be able to signout from the app once signed in. This can be useful to enforce a requirement for users to receive important in-app notifications, or to avoid forgotten password issues, etc...

- Company Address: enter a multi-line custom text for your company address, which will be used in PDF exports of Sales Invoices or Quotes. This should be a full address, including the name of your company.

- Welcome Email: customize the text of the email received by a new user when you add an account to the company database.
Check the option Do not send welcome email at user account creation if you do not want a new user to receive a welcome email.

- Show Company name in the toolbar: you can uncheck this box if you do not wish your Company Name to appear next to the User name in the top right corner of the screen. This can be used to save screen space.

- Notification Method: choose whether users will receive Upvise app notifications only in their phone notification list (In-App), or only by Email, or both.

- Upload File: select which 3rd party external file storage services are listed in the Attach File menu when uploading a file from your local disk in a web app, e.g. to a Project, a Sales Quote or Invoice, a Form, etc..

- Password policy: customize your security requirements for the password set by the user when creating a new account.

- Max Attempts before User Deactivation: for added security, if the user enters a wrong email and password and the sign-in fails more than this max number of tries, the User account will automatically be deactivated and the user locked out.

- Linked Companies: Enables a User to sign in to several Company databases using the same account credentials. The Companies are linked by the group Key.
This functionality can be used by companies who need to manage very large amounts of data, and who need to split the data into several Upvise databases, for performance issues. For example, you could create one database per Region, or per Project.
At the same time, certain users in the company, e.g. managers or admins, may need to access data across the different databases and seamlessly switch from one to the other without having to sign-in and out each time.

Steps to configure the linked Company databases for a User to get multi-access:

1. In each linked Company database, set a Company Name which is formatted like a Code, using only alphabetical letters, which we will refer to as COMPANYCODE. Each company has its own Code.
2. Generate your own secret key, which can be any random string or GUID. Set this same key string in the the Company Secret Group Key field in each of the linked Company databases. Make sure you store this key in a safe place, it will never be displayed in clear in Upvise.
3. Create a first account for the User in one of the Company databases, using the user's regular Email (Ref: useremail) and any password, and set a user Name.
4. In each of the other Company databases, add a user account with the email formatted as: COMPANYCODE.useremail, the same user Name, and any other password.

When the user logs on with his email and password, he will see the data in the first Company database. He will then be able to switch to the other databases without re-entering an email/password: from the My account menu in the top right corner in the Upvise web interface, or the Settings in the mobile app.

- Support: customize the Support screen displayed when the user taps on the Help icon (?) in the Upvise mobile app menu. You can direct users to your own Support Partner, and specify a phone number, email and helpdesk URL.

3. Manage Users

You can add or delete Users
You can manage User Roles
You can view license information and this is where you purchase licence renewals.
You can configure user rights explicitly for Manger users.

4. Database Configuration

View and Restore recently Deleted items from all apps.
Add, Remove or Customize the apps in your account.
Download a Backup file.
View Cache info.