Creating Users

To assign Hub credentials to members of your organization, you will need to add them as users.

You must select which account the user is associated with before which activation ID the user is associated with. All users will be identified by their email address. Users will not have the option to create a username. Be sure your user's email address is correct.

Adding Individual Users

From the Client drop-down, select a client.
Select Users.
Select Create User. The Create User page opens.
In the Assign Account Info, User Account Info, and User Profile Info sections, complete the fields.
If you do not complete a required field, it will turn red.
Select Save User. The new user appears on the Users page.

When a new user is created, the user will receive an email asking them to verify their email address. They can then set their password and log into the application.

Bulk Creating Users

You can bulk create users by uploading a .csv file with the relevant user information.

If you do not already have a .csv file with user information, you can use this template to get started.

From the Client drop-down, select a client.
Select Users.
Select and Bulk Create. The option to upload a .csv file opens.
Upload your .csv file with the users you are creating.