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Adding a User

To add another person, colleague, or extra user and give them access to your organisation in UpSheets, follow the steps below. If you have connected a Xero organisation, you can manage access for other users.
UpSheets does not send invite or setup emails when you add a user to an organisation. The user must create their own UpSheets account first (for example, by starting a free trial), then you can add them using that email address.
1

Open Organisations

Select Organisations from the menu.
2

Open organisation users

Open Manage for the organisation and choose Users.
3

Add user

Select Add User, enter their email address, then click Add User.

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Restricting User Access

User access can be restricted to specific employees, along with the ability to create pay runs and approve timesheets. See Restricting User Access for more details.

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Removing a User

On Organisation Users, open Manage next to the user and choose Remove, then confirm. The user loses access to that organisation in UpSheets. Their UpSheets account is not deleted.

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Re-adding a removed user

You can add the user again at any time using the steps in Adding a User above. This is required if:
  • You removed them from Organisation Users; or
  • They removed the organisation from their own Organisations screen; or
  • You removed the whole organisation and later reconnected it with Add Organisation (delegated users are not restored automatically in that case).
When you remove an organisation as the owner, delegated users are revoked at the same time. If you reconnect the organisation later, you must add each delegated user again. The remove confirmation on the Organisations screen explains how many users are affected.

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Delegated users removing access themselves

A delegated user can remove an organisation from their own account via Organisations and the Remove button. This only removes their access; it does not remove the organisation for the owner or other users. If the owner later reconnects the organisation after a Xero connection issue, that delegated user is not restored automatically and must be added again by the owner. For more about inactive organisations and reconnecting, see Manage Your Connection.