Skip to main content

User Management

Updated yesterday

How to Add Users

Invite Admins, Collaborators, and Partners. 1up lets you add unlimited users through single invites or bulk uploads.

Single invite

Invite teammates individually and assign their permissions on the next screen. All new users start as Collaborators by default.

Bulk Uploads

Upload a CSV to invite multiple users at once. Your file should include two columns: Email Address and Role. You can download a sample file to get started.

Managing Users

You can add/update/remove users by heading to Settings -> User Management.

Role-Based Permissions

Use 1up’s Role-Based Access (RBAC) to delegate permissions to different users. For example, collaborators can review and edit answers, but cannot see or modify your knowledge base.

Super Admin

Can do everything. Full control over the workspace, including:

  • Ask 1up questions

  • Automate questionnaires

  • Edit answers

  • Add, delete, and save KB content

  • Add/delete URLs

  • Manage roles (make/remove Admins and Super Admins)

No restrictions.


Admin

Nearly full access, except for Super Admin–level controls.

Admins cannot:

  • Access Billing

  • Make a user a Super Admin

  • Remove a Super Admin


Collaborator

Focused on content contribution - not workspace administration.

Collaborators can:

  • Ask 1up questions

  • Automate questionnaires

  • Edit answers

Collaborators cannot:

  • Save to KB

  • Delete from KB

  • Add/delete URLs

  • Manage roles (Admin/Super Admin actions)


Partner

Very limited, read-only + basic Q&A. Partners can:

  • Ask 1up questions

Partners cannot:

  • Automate questionnaires

  • Edit answers

  • Save/delete KB content

  • Add/delete URLs

  • Manage any roles

Additionally, when assigned answers to review, a Partner type user is only able to see the Assignments view. They cannot see any questionnaires with content not intended for them.

Did this answer your question?