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Assign Info Hub Access and Send Login instructions using the Staff App

Updated

If a user does not have access to the Info Hub, you can easily setup access using the Staff App.

  1. Click the   icon.
  2. Select Contacts from the app menu. A list of all contacts in your database will be displayed.
     
  3. Scroll through your list of contacts to select the desired contact. Alternately, simply type the name of the contact in the Search Contacts text box.
  4. Click the desired contact's name in the list.
     
  5. In the Member Hub section, click the pencil icon next to Add Access. 
     
    NOTE: if the contact already has access to the Info Hub, a username will be displayed.
  6.  
  7. Click on the current access level displayed in the Access Level text-box. A list of all the access levels you have configured in your system will be displayed, at the bottom of your screen.
     
  8. Click the access level you wish to assign.
  9. Click the Send Login Instructions Email check-box. 
    NOTE: A Password Reset Email must be populated in order for the email to be sent.
  10. Click the   icon to save your changes and send the email.