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Adding Users & Member Management
Adding Users & Member Management
Bryn Humble avatar
Written by Bryn Humble
Updated over a week ago

Managing Members

Open the hub's admin panel, click on the "Member Management" option in the admin panel.

Adding New Users

On the Member Management page, you can add new users: Click the "Create Member" button. When adding a new user, you need to provide the following information:

  • Upload an avatar.

  • Enter the user's name.

  • Input their email address for the invitation.

  • Provide their contact number.

  • Position (i.e. Sales Agent)

  • Specify their hub role (member, editor, admin, or owner).

  • Assign them to specific groups (Pay attention to the warning about group assignment).

  • Invite them to signup

It's important to assign the user to groups. Without group assignments, users will have restricted access to learning, knowledge base, home links and other functionality.

After pre-populating the user's details, you have the option to automatically send the invite by clicking the "Invite user to sign up" checkbox. Alternatively, you can click "Save" to create the user. The user's status will be "Created" after this step.

To send or resend an invitation, select the user's profile and then click "Re/Invite." This can be completed on a single user or multiple users.

Note that once an email address is attached to a user profile, it is permanently linked to that user. If you need to update the email address, treat it as a new profile and click "Create Member" and then deactivate the user with the outdated or incorrect email address.

Managing Groups

Click on the "Groups" tab. From here, you can create, edit, or delete groups. Groups typically represent different departments within the business.

To create a new group, click "Add Group", and set up your group.

When editing an existing group, you can change its name, assign it to a parent or add / remove members from the group.

To delete a group, select the group you want to remove and click "Delete"

Keep in mind that groups control the access to the hub. Users assigned to a particular group will only be able to see content that has been assigned to that group. Other content assigned to different groups won't be visible to them.

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