Change a User's Site Access

Follow these steps to change which sites a user can view in Service Hub.

You must be an ERP Admin or Customer Admin to complete these steps.
  1. Navigate to the Manage Users page.
  2. Use the search bar to find the appropriate user by name or email.
    Tip: Use the Filters to further refine your search by Role or Status.
  3. Select the cell in the Site Access column for the user.
  4. Choose the user's site access as follows:
    • Select All Sites to enable the user to view all sites.
    • Select Selected Sites to define which sites the user can view.

      The Selected Sites window displays.

  5. If you chose Selected Sites, select the checkboxes for the sites you want to enable the user to access. Once finished, select Add Selected Sites.
A pop-up message displays to confirm that the user was updated successfully.