Add people or remove them from your audience list and private Hub
🧰 What You Will Need
- A Membership.io account
- A Hub set to private
Add the Member to your Audience and Hub
Step 1 - Access the Audience tab
Head over to the Audience tab and click the person icon in the top-right corner of your screen. This will open up a dropdown menu where you can select the Add Person option.
Step 2 - Configure the Audience options
Enter the audience member's details in the form. The Name and Email Address fields are required while the Phone Number is optional. Audience members will use the email assigned to log in to your Hub platform.
Step 3 - Grant access to your Hubs for the new Audience Member
Scroll down to add more details to your new member's profile. Add Manual Achievements, grant Hub access, and apply Audience Tags if needed.
Check the ✅ Welcome email notification box after granting Hub access to your new member. NOTE: Once you hit Confirm, the welcome email will be sent to your new Audience member. They will have to click the link in the email to complete the onboarding. (NOTE: Welcome emails expire in 7 days; after that, you must send a new welcome email.)
To adjust these access permissions later, click on the member's name from your Audience list; the menu options will slide from the right.
You can grant access to additional Hubs, send or resend Welcome Emails, and impersonate audience members. Impersonating your Audience member will allow you to view the Hub as they would see it. 🕵🏻♂️
Remove the Member from your Hub and Audience
Step 1 - Remove the Member's access from your Hub
Go to your Audience list and click on the member's name to launch the menu options. Scroll down to Hub Access and then click Edit.
Click the X mark on the Hub to remove the member's access. Don't forget to click Save.
Step 2 - Remove the Member from your Audience List
Now that you have removed access to your Hub(s), go back to your Audience list. Click the three-dot menu icon to the right of the person you want to delete and click Delete Person.
That's it! The Audience Member will no longer have access to your private Hub and will be removed from your Audience list.