Settings & Account

Manage your account, team, billing, and preferences.

14 articles

Add team members to your organization

Invite team members to your upcoach organization with the right role — Admin, Program Admin, Facilitator, Sponsor, Implementation Admin, or Participant.

beginner how to

Configure user onboarding for your organization

Decide whether new users complete a profile and calendar step before entering their first program in your upcoach organization.

beginner how to

Configure your organization settings

A reference for upcoach organization settings including branding, subdomain, logo, and colors.

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Manage your notification preferences

Control how upcoach notifies you -- toggle email and mobile notifications, choose categories, and manage per-space exceptions.

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Manage your notifications and inbox

Learn how to use your upcoach inbox to stay on top of notifications, channel mentions, and thread replies — and control how and when you're notified.

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Manage your subscription and billing

View your plan, download invoices, update payment details, and manage your billing address in upcoach.

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Seats and billing for team roles

How upcoach counts seats: one user equals one seat regardless of how many roles they hold. Which roles use a seat and which don't.

beginner reference

Sign in to your upcoach account

Sign in to upcoach with a one-time email code or your password, and reset your password if you've forgotten it.

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Understand roles and permissions

Every user in upcoach has a role. Learn what each of the seven roles can do, where they apply, and which ones use a seat.

beginner reference

Update your profile

Learn how to update your upcoach profile with your name, bio, photo, timezone, date format, and social links.

beginner how to

Connect AI tools to your organization with MCP

Connect Claude, ChatGPT, or Cursor to your upcoach organization using MCP. Create programs, check progress, and analyze engagement through AI.

intermediate how to

Set up a custom domain

Connect a custom domain to your upcoach organization so participants access your programs under your own brand.

intermediate how to

The Implementation Admin role

Implementation Admin is a time-limited assistant role for upcoach staff and partners. It has Admin-level access, expires automatically, and doesn't use a seat.

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Understand Admin Space Access

How org admins enter programs in upcoach. Banner states, lockdown for Participant or Sponsor spaces, and switching to your space role view.

intermediate concept

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