How to see TeamUp as a logged-in customer

What do my customers see? Can I set up a test customer?

You may be wondering how to view the TeamUp Customer Site as a customer with an account. You can easily do this by following the steps below:

1. Create a customer profile for yourself, using the same email address you use for your Staff account. If you can't remember which email you're using for your staff account, head to Staff to check. See Add a customer if you need any help creating your customer account.

    

2. Once you've created the account, you'll receive an email with a link to accept the invitation to manage your account. You'll need to click the link and follow the steps to log into your customer account.

    

3. You can now switch back and forth between your customer account and your business account, and vice-versa. To do this, head to the top right corner to toggle between the accounts, as seen below.

Switch from customer to business:

Switch from business to customer:

Jump to:

Setting up your TeamUp Customer Site