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to update the email address, treat it as a new profile and click "Create Member" and then deactivate the user with the outdated or incorrect email address.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.
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.
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.