Invite Users

New users can be invited to a Service Hub customer portal from within the Manage Users page.

You must be an ERP Admin or Customer Admin to complete these steps.
  1. 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.
  2. 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.
  3. Select the appropriate role for the user. For more information about user role permissions, see User Roles.
  4. Select Invite and Close to send the invitation and return to the Manage Users page. Alternatively, select Invite and Add New to send the invitation and return to the Invite Users page.
    Note: Contacts have 30 days to accept the invitation before it expires and a new one must be issued.
The new users are sent an email invitation to join your customer account.