Account and Users

Account and User information can be found in the upper right-hand corner of the Hub. 

Clicking on your photo will take you to your own personal profile. As an admin, you’ll also be able to navigate to Account and Users.

Account

Here you’ll see three tabs:

1. Practice Information is your primary business location. Information in the "About Us" section appears on the Hub’s microsite that your members will use to log into their Hub account.
2. Practice Locations is where additional location information is displayed.
3. Billing information is where your credit card and monthly subscription invoices are housed. Please keep in mind that you can edit the credit card credentials at any time.

Users

There are five different roles available in the system, each with varying levels of access and functions: Rewards, Rewards + Marketing, Admin, Owner, Financial

Adding a new User

To add a new user, please go to Account>Users>Add New User.

Please complete all the required fields marked with an asterisk, including their name, email, unique username, temporary password, and appropriate role. 

For security purposes, all users are required to have a unique email address. With a verified email, users can receive important notifications about their account, such as password resets or suspicious login attempts. They also have a secure and simple way to reset their password.

Once you have completed the required fields and selected the appropriate role, click "Add User" to email the user with their login credentials, including the username and temporary password. 

Please note that the user will update their temporary password the first time they log in.

Updating User Profile

To update a user's information, click on your logo in the top right corner and select 'Users' from the dropdown menu.

On the Users page, locate and click on the user you wish to edit or click on your own profile. You can edit the user's profile information, such as their name, title, username, password, and bio.

User photos and bios appear in messaging and on the About Us tab of your Hub microsite (linked from your website), so it is good practice to use friendly, professional photos and bios in User profiles.

Edit Photo: You can upload a profile image or select an avatar.

Edit Privacy: You can choose how to display the user's name, photo, and bio on the Hub's public microsite.

Edit Password: You can change a user's password by clicking on Edit Profile and then typing a new password in the password field. Please note, email is now required for all users.

Edit Notifications: You can change the Hub notifications the user receives by going to the profile and clicking on Edit Notifications. From there, you can toggle alerts on and off. 

Edit Roles: You can change the user's roles and permissions.

Removing Users

It is best practice to regularly review user permissions and conduct audits of user accounts. When a staff member leaves your practice, an admin should remove their user account from the Hub as soon as possible. This will help prevent any future activity on their profile. Simply navigate to their name and the click the red "x" to delete the account.