Add, Edit, and Remove Users

Customer Success Advisor
Customer Success Advisor
  • Updated

Keep your team aligned, secure, and empowered. User Management in the Hub makes it easy to give the right people the right level of access, so your team can collaborate confidently while protecting sensitive information.

 

 

Quick Actions

TaskWhere to Go
Add a userAccount → Users → Add New User
Edit a userProfile Photo → Users → Select User
Change permissionsEdit User → Roles tab
Remove a userUsers → Select User → Actions → Delete

 

Accessing Profile & Admin Settings

To access your profile or manage users:

  • Click your profile photo in the upper-right corner of the Hub.
  • From the dropdown menu you can access your personal profile, Account settings (Admins only), and User management.
Users.jpg

 

User Roles & Permissions

The Hub provides five user roles designed to balance productivity and security. Each role determines what areas of the Hub a user can access.

RolePurpose
RewardsTeam members who primarily award points and interact with member profiles
Rewards + MarketingStaff who manage engagement activities like communications, contests, and referrals
AdminManagers who oversee program operations and team access
OwnerFull administrative access including program configuration
FinancialAccess to billing, orders, and financial reporting

The table below shows which features each role can access:

💡 Legend: ✓ = Full access   Own = Own profile only   Favorites = Save favorites only   — = No access

 

FeatureRewardsR+MarketingAdminOwnerFinancial
User ProfilesOwnOwnOwn
Member Profiles
Leads
MarketplaceFavorites
Calendar
Contests / Surveys / Reviews
Communications
Referral Manager
Automations / Promotions
Orders
Prizes / Rewards Menu
Reports
Account: Billing
Account: Practice Info
Misc. Points Approval

Adding a New User

Set your team up for success from day one.

Steps to add a user:

  • Go to Account → Users.
  • Click Add New User.
  • Fill out the required information (name, email address, job title).
  • Select the appropriate user role (see Roles & Permissions above).
  • Click Invite User.

 

Add user.jpg

 

ℹ️  You can resend the invite from the Users page at anytime (see Common Questions below).

💡 Multi-location teams: If a team member needs access to more than one Hub location, add them to each Hub separately by repeating the steps above in each account using the same email. 

 

Updating a User Profile

Keep user information accurate and up to date.

Steps to edit a user:

  • Click your profile photo in the upper-right corner.
  • Select Users from the dropdown.
  • Choose the user you want to update.

 

account user.jpg

 

From here you can update:

Profile Details

Edit the user’s Name, Job Title, and Bio. 

 

 

Photo & Bio 

These appear in communications and on your About Us microsite. Adding a professional photo helps create trust and connection with your members.

Privacy Settings 

Control how the user’s information appears publicly.

 

edit privacy.jpg

Password 

If a user forgets their password, please have them click "forgot password" on the login screen.

 

Notifications 

Users can customize how they receive Hub alerts and updates.

 

Roles 

As responsibilities change, you can easily update a user’s role.

roles & permissions.jpg

Removing a User

Protect your program by keeping access current.

When someone leaves your team or no longer needs access, remove them promptly to maintain security.

To remove a user:

  • Go to Users
  • Select the person
  • Click Actions

Choose Delete.
 

 

delete.jpg

💡 Removing a user revokes their login access. If they return to your company, please create a fresh account.

Common Questions

User didn’t receive the invite email

  • Check spam folder
  • Confirm email spelling
  • Resend invite from Users page

User cannot log in

  • Have user request a password reset link from the login page
  • Confirm email is correct

User needs access to multiple locations

  • Add them to each Hub separately

Security Best Practices

  • Remove users who leave your organization promptly
  • Limit Owner/Admin access
  • Use unique emails for each user
  • Review user access quarterly

Need Help?

If you have questions or need assistance, our team is here for you.

📧 support@culturello.com

We’re always happy to help you keep your Hub running smoothly.

 

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