How to add a new team member in the Hub
In this article, we'll guide you through adding a new team member in the Hub. You can add their contact details, choose group membership and product access, and decide whether to send a welcome email.
You will need administrator access or the Manage team members and groups permission.
From the Hub, select your profile picture in the top-right corner.
Select Manage team.
Select Team members.
Select Add team member.
Enter the person's Forename, Surname and Email. You can also add a preferred name, telephone number and mobile number.
Under Group membership, select any groups the team member should join. They will inherit the permissions and settings for each selected group.
Under Product access, expand the relevant product types and select the products the team member should be able to use. Each selected product uses one available seat.
Review the Permissions information. After the team member is added, you can set individual permissions from their profile.
Under Options, leave Send welcome email selected if you want the person to receive their login details by email.
Select Add team member.
Product access uses seats. If a product has no seats available, you must free a seat or review the subscription before you can give the new team member access.
If your Hub uses Advanced permissions mode, the team member starts with no permissions unless an assigned group provides them. You can set individual permissions after adding the person.
After adding the team member, use What can you manage in a team member's profile in the Hub? to update their details or permissions.
To change their product access later, follow How to allocate product seats through a team member's profile or How to remove a product seat through a team member's profile.