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Change a Users Info Hub Access Level

Updated
The Goal: Change a member representative’s Info Hub access level, set a temporary password for them, or send them a password reset email—all from the member’s record in the back office.

Before You Begin:

  • You need staff permission to manage Info Hub users. Info Hub user management lives under Memberships, Info Hub section.
  • Open the contact record of the representative whose access you want to change.
  • If you are setting a temporary password, be ready to communicate it to the member—there is no automated notification.

Step-by-Step Instructions

Change a User’s Info Hub Access Level

  1. For the desired representative, click the icon on the header bar.
  2. Click User Login.
  3. Make the desired changes to the access level.
  4. Click Done.

Set a Temporary Password for an Info Hub User

  1. For the desired representative, click the icon on the header bar.
  2. Click User Login.
  3. Enter a temporary password in the Manually Set Password text box.
  4. Click Done.

There is no automation when you manually reset the password from the back office—you must communicate the new password to the member. The password is only temporary; when the user logs into the Info Hub with a manually reset password, the user is immediately presented with the change username/password screen.

NOTE: A Forgot your Username or Password? link is displayed on the Info Hub log-in page; this allows the user to use his/her user name or email address to reset their own password.

Send Password Reset Email

  1. For the desired representative, click the icon on the header bar.
  2. Click User Login.
  3. Select Send Password Reset Email.
  4. Click Done.

The email sent to the member will include the member’s username and a link to reset their password.

Common Pitfalls

  • Forgetting to share a manually set password: A manually set password triggers no automatic email. If you set one and don’t communicate it to the member, they won’t be able to log in. When in doubt, use Send Password Reset Email instead so the member receives the reset link directly.

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