Hello! In this article, we'll walk through the steps for creating a new user in the ScalePad Hub.

1. In your ScalePad Hub account, navigate to the Members menu.

2. Under Manage members, click the + Invite members button.


 

3. Under Emails, enter the email address(es) (separated by commas, if adding multiple members) for those you would like to invite to create a new user account. 


 

4. Under ScalePad Account permissions, set your desired user permissions for the new user(s).

a. Administrator: Choose this option to grant user access to all permissions and products. Note that these permissions include access to the billing and sync settings management permissions listed below it (b and c), so you won't need to also select those individually when "Administrator" is selected.
b. Manage Billing: Choose this option to grant user access to invoices, as well as payment and subscription information.
c. Manage Sync Settings: Choose this option to grant user access to integration management.

5. Click Invite members, and your new members will receive an email with instructions to accept the invitation. First-time users set up their ScalePad sign-in; existing users add this account to their existing sign-in. 

Invite an existing user to another account

Multi-tenant access lets one ScalePad sign-in belong to more than one account. Enter the existing user’s same email address when inviting them from Members, set the permissions for this account, and send the invitation. The user must accept the invitation to add this account to their existing sign-in; they do not need to register a second user.

For a first-time ScalePad user, the invitation includes the steps to set up their sign-in. Hub permissions and product roles are assigned separately in each account. See Multi-tenant access: working across ScalePad accounts.