Hello! In this article, we'll walk through the steps for creating a new user in the ScalePad Hub.
Who can use this feature? • Administrator users. |
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 Hub 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, integrations, and member management permissions listed below it (b, c, and d) , 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 integrations: Choose this option to grant user access to integration management.
d. Manage Members: Choose this option to grant user access to member management (adding, editing, and removing members).
5. Click Invite members, and your new members will receive an email with instructions for setting up their new ScalePad Hub account.
What’s next? Now that you've created your new user(s), you can grant and manage their access to the individual products in your ScalePad subscription. See Managing Product Level User Access for more on how to do this. |
Any questions? Feel free to check out our Hub FAQ and/or Hub FAQ for Quoter, or reach out to our friendly, neighborhood support team by submitting a support ticket. |