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Invite an Admin

Modified: 23 Sep 2026 Vista Field Service Service Management Help

You can invite two different kinds of administrators: ERP Admins and Company Admins.

For more information about both roles, see User Roles.

Invite an ERP Admin

Follow these steps to invite an ERP Admin in Service Hub.

You must be an ERP Admin to complete these steps.
  1. In the ERP Administration page, select Add Administrators.
    The Add ERP Administrator page opens.
  2. Enter the new administrator's details in the First Name, Last Name, and Email fields.
    Note: This email will be used to invite the user to the portal.
  3. Select Invite and Close to send the invitation and return to the Company Settings page. Alternatively, select Invite and Add New to send the invitation and invite a new contact.
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 ERP Administration page and select the ellipses icon next to the user you want to reinvite. Select Resend Invitation.

Invite a Company Admin

Follow these steps to invite a Company Admin in Service Hub.

You must be an ERP Admin or Company Admin to complete these steps.
  1. In the ERP Administration page, select the appropriate company from the list.
    The Company Settings page opens.
  2. Select Add Administrators.
  3. Enter the new administrator's details in the First Name, Last Name, and Email fields.
    Note: This email will be used to invite the user to the portal.
  4. Select Invite and Close to send the invitation and return to the Company Settings page. Alternatively, select Invite and Add New to send the invitation and invite a new contact.
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 and select the ellipses icon next to the user you want to reinvite. Select Resend Invitation.
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