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UpTeam Toolkit FAQ

  1. What are the key benefits of using UpTeam Toolkit: Access?
  2. How can I integrate UpTeam Toolkit with my Google Workspace business account?
  3. What applications does UpTeam Toolkit integrate with?
  4. What can I do using these integrations?
  5. What is Employee Type?
  6. How can I create a new Employee Type?
  7. How can I add a new individual Employee?
  8. What actions can I take with individual Employees?
  9. How do I assign employees to various Employee Types?
  10. What roles are there in UpTeam Toolkit and how can I manage access for individual employees?
  11. How can I reload the data if I need to synchronize changes immediately?
  12. Contact us

What are the key benefits of using UpTeam Toolkit: Access?

The UpTeam Toolkit provides easy-to-manage employee access for key resources.

For HR Professionals: 

  • Creating new employee accounts without needing to rely on the Google Workspace Admin panel
  • Flexible and convenient assignment of employee types to set user access privileges
  • Ability to populate employee profiles with all necessary information
  • Move employees quickly across positions and teams

For G Workspaces Admin, define User Types that simplify access control for company resources:

  • Google Workspace Groups, Roles and Organizational units
  • Google Shared Drives
  • Jira Projects, Groups, and Roles
  • Slack Channels and Groups
  • Easy on-demand integration with other systems

How can I integrate UpTeam Toolkit with my Google Workspace business account?

Integration with Google Workspace is the first step after installing the app.

Important: You must have rights and permissions as Google Workspace Account Administrator.

  • You can find the integration button on the dashboard or on the integration page in the Settings menu.
  • Click the G Workspace button.
  • Select the account you want to integrate with. 
  • Grant UpTeam Toolkit the right to access your data and indicate you accept the Terms of Service and Privacy Policy.

After that, all the data from your Google Workspace user, Org unit, groups and roles will be loaded into the application.

What applications does UpTeam Toolkit integrate with?

UpTeam Toolkit is also integrated with Google Share Drives, Atlassian Jira, and Slack.
You can find and enable these integrations in the Dashboard widget or settings menu.
Important: You must have the rights and permissions of the Account Administrator to enable additional integrations.
If you need additional integrations, please contact toolkit.info@upteam.com

What can I do using these integrations?

 Google
Workspace
Google Shared
Drives
JiraSlack
Create employees
Update employees
Assign employees to groups
Assign employees to roles 
Assign employees to org units   
Assign employees to shared drives   
Assign employees to projects   
Assign employees to channels   

What is Employee Type?

Employee Type is an entity that combines a user’s access rights and permissions.

Use Employee Type to define specific sources (Google Workspace, Jira, Slack), entities (groups, roles, projects, channels, etc.) and roles for which an employee should have access.

How do I create a new Employee Type?

  • To create a new Employee Type, select the UpTeam Access menu.
  • Click the “Plus” button
  • Create the Employee Type with its role label (e.g., “Manager,” “Channel Owner,” “Project Lead”) or whatever is appropriate in your organization. You may add an optional description in the description field.
  • Select the entities for which employees with this Employee Type will have access to
  • Select roles for these entities
  • Click the “Save” button

How do I add a new Employee?

  • To add a new employee, select Employees menu
  • Click the Plus button
  • Complete the fields: first name, last name, and primary email are required.
  • Click the “Save” button.

The new employee will appear in the employee grid and be added in your Google Workspace business account.

What actions can I take with individual Employees?

You can:

  • Create a new employee
  • Assign/unassign Employee Type for that employee
  • Suspend an employee
  • Dismiss an employee

These changes will be reflected across Google Workspace, Google Shared Drives, Jira, and Slack.

How to assign employees to Employee Types ?

You can assign / unassign employees to Employee Types through the employee grid if you need a bulk assignment, or through an employee profile.

What are the roles in the UpTeam Toolkit and how can I manage individual employee access?

The UpTeam Toolkit has 3 predefined roles:

  • Admin
  • HR
  • Employee

You can view their permissions in the table below.

PermissionAdminHREmployeeComment
Create employee types   
View employee types  
Edit employee types   
Delete employee types   
Create new employees  
View employee profileOnly own individual profile
Edit employee profileOnly own individual profile
Suspend employees  
Delete employees  
Assign employees to types  
Open access to employee profiles   
Assign users to roles   
Integrate apps   

How can I reload the data if I need to synchronize changes immediately?

Most changes are immediately reflected in the UpTeam Toolkit and integrated applications, but if you need to see it faster, you can click the “Reload” button in the Settings menu on the integration page.

Contact Us

If you have any more questions about UpTeam Toolkit, please contact us.

 

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