User Roles
User roles determine what people can see and do on UpCodes. There are 2 primary user roles on UpCodes: Admin and Member. Admins can visit the Users page and manage seats
Admin
Admins occupy a seat in a subscription, can access administrative tools along with other subscription tools and features*. There can be multiple admins within an account. This role is suited for AEC professionals who plan to use UpCodes and also manage users within the subscription.
Admins can modify roles of other team members at any time.
*Admins using a Free plan have access to a few subscription tools and features, but will not occupy a seat in the subscription. This replaces the previously-available ‘Admin-only’ role type.
See the Free plan description and the Product Access and Administrative Permissions charts below for more information.
Member
Members occupy a seat in a subscription and can access all subscription tools and features. Another admin can promote a member to become an admin.
Other Terminology
Account owner
Subscriptions are registered under the email address of the account owner*, who is automatically an admin. The account owner has special access to billing and invoicing tools. Each account can only have one owner. Account owners can be under a Free plan to not occupy a seat in the subscription.
*Account ownership transfer requests have to be sent from the account owner’s email address to support@up.codes, or to your Customer Success Manager. If you do not have access to the original account owner’s email address, please contact us and we will help transfer ownership.
Free plan
UpCodes now offers a plan type with no subscription fees. To register, simply visit the UpCodes Sign Up page. Additionally, an admin of a team subscription can add a free plan user to their team account or invite anyone to join the team account as a free plan user. Free users do not occupy seats within the team subscription, and can access a limited set of tools and features. See the Team User Account Management for more details.
An account owner can use a Free plan. This is suitable for anyone who does not need to access subscription tools and features (such as librarians, IT staff, etc.).
Product Access
Here's a table that outlines the access to UpCodes tools and features, depending on your plan type and user role.
Administrative Permissions
Here's a table that outlines the access to administrative tools and features within a subscription, depending on your plan type and user role.