Adding people to your Contacts and Hub
Step 1 - Access the Contacts tab
Head over to the Contacts tab. Click the person icon on the upper right part 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 email assigned 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 if needed.
Check the ✅ Welcome email notification box after granting Hub access to your contact. Please note that once you click Confirm, the email will be sent immediately. To join the Hub, they need to click the link in the email to finish the onboarding process.
NOTE: Welcome emails expire after 7 days; after this period, you will need to send a new welcome email.
Step 4 - Update Hub access
To adjust Hub access permissions, click on the member's name from your Contacts list; the menu options will slide from the right. You can grant access to additional Hubs, send or resend Welcome Emails, and impersonate members. Impersonating your member will allow you to view the Hub as they would see it. 🕵🏻♂️
Remove the person from your Hub and Contacts list
Step 1 - Remove the Member's access from your Hub
Go to your Contacts 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 person from your Contacts List
Now that you have removed access to your Hub(s), go back to your Contacts list. Click the three-dot menu icon to the right of the person you want to delete and click Delete Contact.
All done! The Member will no longer have access to your private Hub and will be deleted from your Contacts list.