Overview
This guide outlines navigating the Teammates settings page to add, edit, inactivate, or reactivate users on your Lister account.
We recommend each user have their own unique Lister account that’s not shared amongst teams for accurate productivity reporting and account security.
Table Of Contents
Video: Guide to Team Settings
How to Access Teammates Settings
Teammates settings are in the Admin section of Lister. Only admins and custom roles with access to manage teammates and roles can view and edit these settings.
Click the gear icon in the top right navigation menu of Lister to go to the Admin page
Click “Teammates” under the “Team” section in the left navigation menu
Terminology
Teammates: Teammates are individual user accounts assigned to a specific role.
We recommend creating a teammate account for each individual who will interact with the software to provide maximum accountability and transparency
Roles: Roles define permissions and access within Lister and Link. Please review our Default and Customizable Roles and Permissions guide to learn more.
Default roles come preset with your Lister account and cannot be edited or deleted
Custom roles are created by admins and combine elements of default roles or activate training mode for new employees
How to Add a New Teammate
Click the blue “Add teammate” button at the top of the page to create a new user.
On the next page, fill out the following information:
Full Name: Enter the first and last name of the teammate
Username: Enter a unique username
Email (optional): Enter the teammate’s email address to enable login via email address and self-serve password reset
Password: Enter a strong password for the teammate. Users can change their passwords in Lister by following the steps in this help article
Role: Select the Role for the teammate. Click here to learn more about default and customizable roles and permissions
Supplier (optional): Select a supplier if this teammate is based in a store
Shopgoodwill Login (Shopgoodwill users only): If the teammate’s role allows listing products, enter their Shopgoodwill login credentials in this field
Create Teammate: Click the blue "Create teammate" button to add the new user to your Lister account
💡 Operational Tip: Email is optional as not all organizations have email addresses for team members. If a teammate forgets their Lister password and an email address is not associated with a teammate, an admin needs to reset their password.
How to Edit Teammates
Clicking “Edit” next to a teammate allows you to change their basic information (name, username, password) and details (Role, Supplier, and Shopgoodwill username and password).
How to Inactivate Teammate Logins
If a teammate no longer requires access to their account, we highly recommend you update their status to "Inactive." Deactivated teammates cannot log in or access any features within Upright Lister or Upright Link. Follow the steps below to deactivate one or more teammates.
Click the checkbox next to the users you need to deactivate
Click the Actions menu
Click "Deactivate" in the dropdown menu
Click the red "Deactivate users" button in the popup box
You can also deactivate a teammate by clicking the "Edit" link next to their account name in the teammate list and changing the activation status to "Inactive" at the bottom of the page.
How to Reactivate Teammate Logins
Click the “Inactive teammates” tab
Click the checkbox next to the teammate(s) you want to reactivate
Click the “Actions” menu
Select “Activate” in the dropdown menu
You can also reactivate a teammate by clicking the "Edit" link next to their account name in the teammate list and changing the activation status to "Active" at the bottom of the screen.
This method is handy if the teammate also needs a new account password.
Related Guides
Have questions? Reach out to us at support@uprightlabs.com or via chat anytime between 9am-6pm ET, Monday to Friday