Getting Started With RoleUp
How to manage staff and customers RoleUp
1. Enter the email
Add the user’s email address. RoleUp will use this to connect all the accounts for this user. With some providers, RoleUp can even create the email address for new users.
2. Create accounts
Most RoleUp integrations provide the ability to add and remove users directly from RoleUp. This allows you to create multiple accounts for a user in just seconds
3. Collect extra data
RoleUp allows you to collect specific information that you don’t have. You can create “pending accounts” and send a sharable link to gather that data from the user.
How to offboard users with RoleUp
When a team member leaves, you can disable all of their access with a single click, or selectively disable individual accounts from within RoleUp. For integrations that don’t support user modification via RoleUp, we provide links that take you directly to the relevant admin page.
You can onboard and offboard in Slack
Onboard in Slack
Start the onboarding process with a single command.
Once run, the command creates pending accounts to hold the details for the new accounts you’ll be creating for your teammates.
By sharing the public link, new or existing users can securely provide account details (usernames, first and last, phone numbers, emails) without having to create a RoleUp account.
When you’re done, you can create all the accounts for most integrations directly in RoleUp.
Offboard in Slack
When a someone leaves a team or just doesn’t need access anymore, a single command will present options for offboarding.
Most integrations support removing accounts directly from Slack, and those that don’t provide links to the relevant admin pages.