Skip to main content

Adding Users & Member Management

Creating and managing users in your account.

Bryn Humble avatar
Written by Bryn Humble
Updated this week

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 a profile photo.

  • 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

  • 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.

Reusing an Email for a Different User

If you have a staff member taking over an existing account—for example, a new property manager assuming the account associated with pm1@youragency.com—you can update this in the Hub. To do so, simply edit the account by changing the name, position, profile picture, and other relevant details to those of the new employee. Next, select the user and click "Reset MFA." This step is necessary because the previous user may have two-factor authentication (2FA) linked to their phone. Now, your new staff member can go directly to the Hub, reset their password, and log in with the same email address.

If the account has already been deactivated, you will have to reactivate the account from "Inactivate" before doing these steps.

Reactivating a Deactivated User

If you would like to reactivate a user who is currently deactivated, please note that you can only do so 24 hours after their deactivation. If you encounter any issues, please contact us for assistance.

Did this answer your question?