Creating and Adding External Users to Hubs

Note: You must have hub admin rights or user manager rights to do this.

To create an external user and add them to your hub:

  1. On the sidebar of a hub, move your cursor to the Manage hub icon () and select Users.
    Result:The Manage users page is opened.
  2. In the top-right corner of the user interface, click the add user icon ().
  3. Enter the information for the user.
    Note: For external user accounts, you can change the user information until they accept their invitation. After the external user has accepted the invitation, only they can change their information.
  4. Click Next step.
    Result:An email invitation is sent to the user.
  5. In the Modules section, select which modules are available for the user.
  6. Click Next step.
  7. Review and change the settings for the modules that you selected in step 5.
  8. Click Save and finish.

When the external user accepts the invitation to the hub, the user can access the hub and the user is shown in the user lists of all the modules. If the user declines the invitation, the user is removed from the hub.

If the user did not receive the email for some reason, you can send them a new invitation email or share a link to a new invitation. On the user account row in the Manage users page, click Manage > User profile. In the dialog that opens, do one of these options:
  • Enable Send new invitation email and click Save. A new invitation email is sent to the user.
  • Click Copy new activation link to clipboard and paste the link to, for example, an email or chat.