Quick Help FAQs

In this article

  • Login
  • Workspace
  • Subscription
  • Privacy
  • 1. Login :

    Q1. Why can't I log into my Upmetrics account?

    Ans: The most common reasons include entering incorrect login details, having a poor internet connection, or accessing the wrong Upmetrics site. Make sure you are logging in at the correct site, which is Upmetrics.co, not Upmetrics.com. Also, ensure you are logged in from here: https://app.upmetrics.co/auth/login.

    Q2. What should I do if I've forgotten my Upmetrics password?

    Ans: If you've forgotten your password, simply use the "Forgot Password" link on the login page (https://app.upmetrics.co/auth/forgot-password) to reset it. You'll receive instructions via email.

    Q3. Can I log in with Google to access my Upmetrics account?

    Ans: Yes, if your Upmetrics account is associated with a Gmail address, you can use the "Log in with Google" option for a quicker login process.

    Q4. I'm using the correct login details, but still can't access my account. What's next?

    Ans: First, ensure you're attempting to log in on the correct website; it should be upmetrics.co, not upmetrics.com. If you're on the right site and still facing issues, Clear your browser's cache and cookies, or try logging in from a different browser or device. If issues persist, contact Upmetrics support for further assistance.

    Q5. My account subscription is deactivated. Can I still log in?

    Ans: Yes, you can still log in using the same details even if your account was deactivated. You can reactivate your account by following the URL: https://app.upmetrics.co/f/a/subscription. However, if you've permanently closed (deleted) your account, you'll need to create a new one.

    Q6. What to do if I still face login issues after following the above solutions?

    Ans: If you've tried all troubleshooting steps and still can't log in, it's best to reach out to Upmetrics support directly for a resolution. You can contact Upmetrics support at upmetrics.co for further assistance.

    2. Workspace:

    Q1. How many members can be invited in single workspace?

    Ans: You can invite up to 5 members to your workspace, including the workspace owner. If you need to add more than 5 members, you can purchase Member Add-ons. With these add-ons, you can invite an unlimited number of members to your workspace.

    Q2. Can I work on more than one business plan?

    Ans: Yes, you can work on multiple business plans. If you want to work on more than one business plan at a time, you can purchase Workspace Add-ons. These add-ons enable you to access additional workspaces, each tailored for different business plans, ensuring organized and focused planning across various projects.

    Q3. Can I delete a workspace? What happens to the data?

    Ans: Yes, you can delete a workspace by going to the workspace settings and selecting 'Delete Workspace.' Be cautious, as this will permanently remove all data associated with the workspace, including any business plans and reports.

    Q4. Are there different levels of access for workspace members?

    Ans: Yes, workspace members can be assigned different roles, each with specific access privileges. Roles include Viewer, Editor, and Admin, allowing you to control the level of access each member has to the workspace.

    Q5. How do I archive a workspace, and can it be restored later?

    Ans: To archive a workspace, go to the workspace settings and select the 'Archive Workspace’ option. Archived workspaces can be restored at any time from the workspace section.

    Q6: Can I use custom branding within my workspace?

    Ans: Yes, you can personalize your workspace business plan with your company logo, color scheme, and other elements to align with your brand identity. Additionally, you have the option to upload your own customized cover page, allowing you to further tailor the look.

    Q7. Do I need to manually save my projects in Upmetrics?

    Ans: Upmetrics saves your work in real time, so there is no need for manual saving. Your progress is automatically saved, allowing you to pick up exactly where you left off without any extra steps. This feature ensures that your work is secure and that you save time while using the platform.

    3. Subscription:

    Q1. Can I upgrade my Upmetrics subscription while my current plan is active?

    Ans: Yes, you can update or upgrade your subscription at any point during your billing cycle. The change will take effect immediately, and adjustments will be made to your billing accordingly.

    Q2. What happens to my existing data if I upgrade my Upmetrics plan?

    Ans: All your existing data remains intact when you upgrade your subscription plan. The transition to a new plan will not affect the data or features you’ve already been using.

    Q3. Is it possible to downgrade my plan after upgrading if I find the new plan exceeds my needs?

    Ans: Yes, you can change your subscription plan based on your current needs, including downgrading after an upgrade. Please note that if you downgrade your subscription plan, the credit from your current plan will not be refunded. However, this credit will be applied to future renewals of your subscription.

    Q4. How are payments handled when I change my subscription plan?

    Ans: When you update your subscription plan, any difference in the subscription cost will be charged or credited at the time of the change. If you’re upgrading, you’ll pay the difference; if you're downgrading, any excess will be credited to your account for future billing cycles.

    Q5. How quickly will new features be available after I upgrade my plan?

    Ans: New features become available instantly after you upgrade your plan. Once the upgrade process is complete and the payment is processed, you will have immediate access to all the features offered by your new subscription level.

    Q6. What is Upmetrics' refund policy?

    Ans: Upmetrics offers a satisfaction guarantee with a 15-day money-back policy for all subscription plans. If you are not satisfied with Upmetrics after your purchase, You can request for a full refund within 15 days of the subscription purchased. You can contact Upmetrics support at upmetrics.co for a refund.

    Q7: What is the process for canceling a subscription before renewal?

    Ans: You can cancel your subscription at any time from the subscription section of your Upmetrics account. Follow the prompts to complete the cancellation process. Please note that your account will remain active until the end of the current billing period.

    4. Privacy:

    Q1. How does Upmetrics protect my privacy?

    Ans: Upmetrics is committed to protecting your privacy. We use industry-standard encryption and security measures to safeguard your data and personal information. Our privacy policy outlines how we collect, use, and protect your information.

    Q2. Can anyone access my account data?

    Ans: No one can access your data unless you invite them to your workspace. Your workspace data is private and can only be accessed by users whom you have specifically invited and granted permission.

    Q3. How does Upmetrics ensure my data remains secure when using AI-powered features?

    Ans: Upmetrics is committed to data security. When utilizing third-party AI services, we only send anonymized data. This means no personally identifiable information is shared, ensuring that all your data remains secure with us.

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