In order to set up your organization and assign it a plan, you first need to have an Uplift account. If you’re already a user of the Uplift app, you’re all set - if not, you can create an account by downloading the Uplift App from the App Store and creating an account in the app.

Once you’ve created your Uplift account, log into the web app at https://app.uplift.ai/.

Under Manage Organization Plan, select "Enable Free Trial" to begin.

The free trial will start immediately, which enables the following:

Note: If you've already trialed, and/or you're ready to set up your organization billing plan, follow the steps in this article.

After starting your trial, you will land on the Members page. This is where you can start assigning your 10 seats to whoever will help you test the platform in your organization.

Anyone who will use the Uplift platform (app or web app) will need to be invited to your organization and assigned a set. Adding someone to your organization will assign them one of your available seats. As such, you can only invite as many people as you have seats available.

In your member list, you will see everyone who’s an active member of your organization (which, after just setting up your plan, will just be you). You’ll also see a count of your available seats in the upper right.

Click “Add Members” to begin.

Begin adding members by typing in their email addresses. If you know they already have an Uplift account, please use the email address they used when creating their account.

There are two scenarios you’ll encounter when adding members to your organization:

1. Adding someone who is already an Uplift user: if there is already an Uplift account associated with the entered email address, that user account will automatically be added to the organization.

2. Adding someone without an Uplift account: if the entered email address has not yet created an Uplift account, adding them to the organization will automatically create an account for them under that email address. That user will need to download the app and use the “Forgot Password” option to reset their password and begin using the app.

See an example below of both scenarios:

In this case, Jonathan Wills already has an account, and upon clicking “Add to organization”, his existing account will be assigned a seat. Robert Alvarez does not have an account. Upon clicking “Add to organization”, an account will be created for him, and that account will be assigned a seat.

Note that you can also assign roles to each member you add to your organization. By default, everyone will be added as a member, but you may want to assign some people as Admins or Managers. See this article on the differences between organization roles.

Once you’ve added these members to your organization, they’ll be displayed in your Members list, and your available seats will be updated.

Anyone assigned a seat in your organization will be granted a Pro membership, and gain access to all Pro features and unlimited assessments on the platform. If you remove a member from your organization, they will lose access to their Pro membership, unless they subscribe themselves through the App Store.

You can (and should) also update the details of your organization with a new name and logo.

Here you can choose a name, upload a logo, and select the type of organization you represent.

Once your organization is set up, you can begin using the platform with your new members! One of the ways you may want to use Uplift is to run assessments for other group members from your own device. The following section explains how to start.

Groups in Uplift are great for organizing teams, family members, or groups of friends to share results and compete via leaderboards. Groups are also the current method to allow coaches and staff to facilitate sessions for others from their own accounts. This is useful for coaches who want athletes to assess athletes from their own phone or tablet, without requiring athletes to bring their own devices.

To set up a group and invite members to your group, follow the steps in this article. Your organization members will need to join your group before you can run an assessment for them, so make sure to either

Please note: we are in the process of enhancing the facilitated assessment process so Owners, Admins, and Managers of organizations can run assessments for any of their organization members without having to manage groups or require athletes to accept group invites. In the meantime, Groups are the best method for unlocking this feature.

Once you have your athletes in a Group, you can run assessments for them from within your own account, using your own device.

To facilitate an assessment for another member, follow the steps in this article.

As always, any questions regarding organization setup and management, group management, or facilitating assessments, please contact us at support@uplift.ai.