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Manage account users

Existing Hub customers can view and manage their account's users. The user is required to follow a specific process when accepting an invitation to join an account, and tabular information is provided regarding the automated messages customers will receive during this process.

View and manage users of an account

All Hub admin roles can manage users of their account. This includes sending invitations and viewing privileges. To do this, follow the steps below.

  1. Log in to your Hub account. New users should click Sign Up to register with the Hub.
  2. On the My account page, select your account.
  3. Click Users in the sidebar on the left, and a list of your account users will be displayed.

You can view and edit the User Permissions and access levels for each user by selecting the three dots ... next to their name. Click Edit User to be directed to the Edit User dialog to make these changes. Refer to Edit user permissions for more information about user permissions and access levels.

Invite a user to an account

All Hub admin roles can invite users to their account, so they can access the intended account's products and services. To invite users, follow the steps below.

  1. Access the Users page for your account.
  2. At the top-right, click Invite User.
  3. The Invite User dialog will appear. Enter the intended user's email address, and use the toggle buttons under Permissions to choose their access rights.
  4. Under Services, select the services you want the intended user to access.
  5. Click Send Invite.

A toast notification will appear in the bottom-right of the page, informing you that the invitation email has been sent to the user. For more information, read Appendix: Invitation message information.

Accept an invitation to join an account

All users can accept an invitation email to sign up and log in to Hub, where they can join an account. To accept an invite, follow the steps below.

  1. Open the invitation email from Hub, and click the link inviting you to join the intended account. If you are a new Hub user, you will now need to register for a new account before you can accept the invitation to join an account.
  2. Log in to your Hub account. If you are an existing user, this completes the process. If you are a new Hub user, continue to the next step.

  3. New users will receive a confirmation email with a link to Verify my email address. Click this link to join the intended account. If you have not received an email confirmation, return to Hub, and click Resend Email.

    Email Verification

    Note

    A new user will be asked to confirm personal details, such as Name, Job Title, and the current Country they are located in. Follow the registration process to add these details.

The My accounts page will be displayed, where an Invitation Accepted pop-up message will appear as confirmation. For more information, read Appendix: Invitation message information. A list of your accounts will be displayed, including the new one you have joined, and the previously pending invitation will automatically be removed.

The table below shows the pop-up messages a customer will receive when they're sent an invitation email to join an account.

Message Status Description
Invitation Accepted Confirmation the user has joined the intended account.
Invitation Expired The user's invitation to join the intended account has expired. Contact an administrator who will send a new invitation email.
Unable to Join An error has occurred upon the user joining the intended account. Try accepting the invitation request again, and if the problem still occurs, contact an administrator, who will send a new invitation email.

Edit user permissions

  1. Access the Users page for your account. You must be an account administrator to do this.
  2. Click the more button ... to the right of the desired user.
  3. Select Edit User.

For a full description of user permissions, read Edit user permissions.

Deleting users

To remove or delete users from an account, follow the steps below. You must be an account administrator to do this.

  1. Access the Users page for your account.
  2. Click the more button ... to the right of the desired user.
  3. Select Remove User.