Team and roles
Invite colleagues, scope access by project and area — one workspace for sales, finance, and support without “everyone sees everything”.
Why roles beat a shared password
Shared credentials blur accountability and increase leak risk. In Uptimo everyone signs in individually with project-scoped limits.
That lowers human error and simplifies audits: you can see who changed a client card or deal status.
How collaboration is structured
Owners or admins invite members, assign roles and projects. Sales, finance, and support can coexist without crossing confidential areas.
Compared with shared accounts, this reduces accidental edits and data exposure.
Scaling headcount
As you grow, “project = access boundary” scales more cleanly than fixing permissions across dozens of sheets.
Plans with user and project limits — see Pricing.
Before and after: access without chaos
| Before | After with Uptimo |
|---|---|
| One shared login or passwords passed in chat | Individual accounts and roles |
| Unclear who could see finance vs CRM | Scoped access by projects and sections |
| New hires get full access “to save setup time” | Invites only to the projects and areas they need |
| Figuring out “who changed what” outside the app | Activity context on CRM records where the product supports it |
Typical outcomes for security and scale
- Clear trail of who could access sensitive data when incidents are reviewed.
- New hires join the right projects without sharing one password for the whole tenant.
- Fewer mistakes: people do not see sections outside their role.
Role design and policies remain your responsibility; the platform provides segregation tooling.
Frequently asked questions
- How do I invite a teammate to Uptimo?
- An owner or admin sends an email invite; the user creates their own account and only sees the projects and sections you assign.
- Can we hide finances from part of the team?
- Yes — access follows roles and project context; people without finance permissions do not see that module’s data.
- What should we do when someone leaves?
- Deactivate or remove their account and review outstanding invites and API keys according to your internal policy.
Pricing
Free
Для старта — базовая CRM/ERP и операционный контроль без оплаты
- 1 проект для старта
- 1 канбан-доска
- Базовая CRM-воронка и задачи
- Финансовый журнал вручную
- До 2 проверок сервисов
- История проверок 7 дней
- 1 страница статуса
- Без приглашения в команду
- Без виджетов Live Chat
- Без серверного агента
Pro
Для команд — CRM, проекты, чаты и расширенный операционный контроль
- Всё из Free, и ещё:
- До 50 проектов
- До 5 канбан-досок
- До 3 участников в команду
- До 5 виджетов Live Chat на сайт
- Расширенная CRM и командная работа
- Финансы по проектам и категориям
- До 50 проверок, SSL и домены
- 3 страницы статуса
- Серверный агент для 1 сервера
Team
Для бизнеса — больше проектов, ресурсов, команды и White Label
- Всё из Pro, и ещё:
- До 100 проектов
- До 20 канбан-досок
- До 20 участников в команду
- До 50 виджетов Live Chat на сайт
- Больше рабочих пространств для отделов
- До 500 проверок сервисов
- 20 страниц статуса и White Label
- История и инциденты 180 дней
- Мониторинг до 10 серверов
Запустите CRM/ERP за пару минут
Без контрактов и привязки карты. Создайте проекты, добавьте сделки, задачи и команду — так вы быстро оцените единый контур управления бизнесом.