KickUp

Manage the people in your KickUp organization

Directory Overview

Allow staff the ability to edit forms and view data within a specific instance

Enabling Instance-Level Permissions: For Admin

How "Groups" and "Attributes" affect the user experience

Demographic Information in KickUp: Attributes & Groups

How to Use Data Restrictions to Personalize Data Visibility

Overview of Data Restrictions and Data Visibility

Learn how to use the Directory to manage your organization's groups in KickUp

How to Create and Manage Groups

Use special permissions to manage access for individual users

Managing Individual Permissions

This article will help you invite users into KickUp whether you have a list of emails or need to send out an access link.

Inviting New Users to KickUp

This article should help you manage your existing public invitation links

Managing Your Invitation Links

You can assign permissions at the group level to manage access for roles like principals, department heads, or team leads who all need the same permissions.

Managing Group Permissions

Administrators have two tools for controlling who can access educator profile pages and what information appears on them: an attribute-scoped View Profile Pages permission, and Hidden Questions.

KickUp Profile Pages: Access Permissions

Admin Workflows

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.