New users can be invited to a Service Hub customer portal from within the
Manage Users page.
You must be an ERP Admin, Company Admin, or
Customer Admin to complete these steps.
-
Choose one to proceed:
- If you are an ERP Admin, select the
appropriate company from the list of Activated Companies. Select Add User. Select which
customer account you want to add the user to.
- If you are a Customer Admin, open the hamburger menu and select
Manage Users.
Select Invite
Users.
-
Enter the new user's details in the
First Name, Last Name, and
Email fields.
Note: This email will be used to
invite the user to the portal.
-
Select the appropriate role for the user.
For more information about user role permissions, see
User Roles.
-
Select whether the user has access to
All Sites or Selected Sites.
If you choose Selected
Sites, select the checkboxes for the sites you want to enable
the user to access.
-
Select Invite and Close to send the
invitation and return to the previous page. Alternatively, select Invite and Add New to send
the invitation and invite a new user.
The contacts are sent
an email invitation to join your customer account. They have 30 days to accept the
invitation before it expires and a new one must be issued.
To reinvite a
contact, navigate to the Company Settings page or Manage Users page and select the
ellipses icon 
next to the user you
want to reinvite. Select Resend
Invitation.