STEP 1: Access The Account
Ensure that you are in the Account that the user will access.
- Check that the page is showing the correct Prevue Hub URL.
- Review the Account Name in the top right-hand corner of Prevue Hub.
STEP 2: Navigate to Logins
(1) Click <Main> in the top right-hand corner.
(2) Select <Settings>
(3) Navigate to <Logins>
STEP 3: Add User
(1) Click <Send Invite>
(2) Input the user details.
(3) Select <Next>
- Login Type: Determines the users default access. User allows for the ability to restrict access to certain functions in Prevue Hub. Administrator allows full permissions without restriction.
- Assign to Branch: Applicable if the account utilizes separate Branch management and the user is only to have access to a specific branch.
(4) Select <Next>
(5) Set individual permissions for non-admin user (optional)
(6) Select <Invite>