Step 1 – Access the Contacts tab
Head over to the Contactstab. Click the person icon in the upper right and select Add Contact.
Step 2 – Configure the Contact options
Enter the contact's details in the form. The Name and Email Address fields are required, while the Phone Number is optional. Contacts will use the assigned email to log in to your Hub platform.
Step 3 – Provide the new Contact with access to your Hubs
Scroll down to add more details to your new contact's profile. Add Manual Achievements, grant Hub access, and apply Contact Tags as needed.
Check the ✅ Welcome email notification box after granting Hub access. Once you click Confirm, the email will be sent immediately. To join the Hub, the contact must click the link in the email to complete the onboarding process.
NOTE: Welcome emails expire after seven (7) days. If the contact doesn’t accept the invite within this period, you’ll need to send a new email.
How to Update Hub access and member permissions
To adjust a member’s Hub access, click on their name in your Contacts list. The menu options will slide in from the right. From here, you can grant access to more Hubs, send or resend welcome emails, or impersonate members to see the Hub as they would. 🕵🏻♂️
TIP: Impersonating a member is useful for troubleshooting access issues or verifying permissions.
To remove access, simply revoke Hub permissions. This does not delete the member from your Contacts, allowing you to re-enable access conveniently if needed. See this article on how to remove a person from your Hub and Contacts.