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
| Task | Where to Go |
| Add a user | Account → Users → Add New User |
| Edit a user | Profile Photo → Users → Select User |
| Change permissions | Edit User → Roles tab |
| Remove a user | Users → 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.
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.
| Role | Purpose |
| Rewards | Team members who primarily award points and interact with member profiles |
| Rewards + Marketing | Staff who manage engagement activities like communications, contests, and referrals |
| Admin | Managers who oversee program operations and team access |
| Owner | Full administrative access including program configuration |
| Financial | Access 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
| Feature | Rewards | R+Marketing | Admin | Owner | Financial |
| User Profiles | Own | Own | ✓ | ✓ | Own |
| Member Profiles | ✓ | ✓ | ✓ | ✓ | — |
| Leads | — | ✓ | ✓ | ✓ | — |
| Marketplace | Favorites | ✓ | ✓ | ✓ | — |
| 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.
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.
Click here to learn more about adding an employee as a user and creating their own personal rewards account.
Updating a User Profile
Keep user information accurate and up to date.
Steps to edit a user:
- Click your logo in the upper-right corner.
- Select Users from the dropdown.
- Choose the user you want to update.
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.
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.
Updating Your Own Profile
- Click your profile photo.
- Select Edit Global Account.
- On the Profile Information page, click the pencil icon next to the detail you want to update.
- Make your change and save.
What You Can Update
| Field | Why it matters |
|---|---|
| Name | How you're identified on your account. |
| Username | A unique name tied to your login. |
| Date of Birth | Part of your personal profile. |
| Used to sign in and to get account updates. | |
| Phone | Another way to stay connected to your account. |
| Mailing Address | Your personal address on file. |
| Password | Keeps your account secure. Update it anytime. |
| Manage Account Data | View and manage the data tied to your account. |
Good to Know
Changing your email. Your new email is confirmed automatically, so there's no verification link to watch for. Just use the new email the next time you sign in.
Multiple profiles stay separate. Each company/location you're connected to keeps its own profile for you. Updating your details here won't change what a company has on file. If you've moved or changed your phone number, let each company/location know too, so their records match.
Deleting Your Account
To delete your account, scroll to the bottom of the Profile page and click Delete Account.
⚠️ This is permanent. Deleting removes your login and personal profile, and it can't be undone. It doesn't delete the profiles that individual company keep for you. To have that information removed, contact each company/location directly.
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.
💡 Removing a user revokes their login access. If they return to your company, please create a fresh account.
Common Questions
Why is email required for every user?
- Account recovery & security: Email is the primary way we verify identity and safely reset passwords if a user gets locked out.
- Login access: Users can set a username, but their email remains the primary way they log into their account.
- Important notifications: Email is how users receive alerts about their account, things like reward updates, security notices, or activity confirmations.
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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