1. Help Center
  2. Prevue Hub
  3. Customization and Settings

How to Invite Users to Prevue Hub

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>