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User management in Partner Hub

This guide will help you invite new users, manage report settings, and remove existing users.

Updated over a week ago

1. Where to find user management?

  • Click the dropdown menu next to your name in the top right corner.

  • Select "User management."

2. Invite a new user to Partner Hub

  • Enter the user’s email address, first name, and last name.

  • Click "Send invite."

  • The user will receive an invitation link via email to join the workspace.

3. Remove a user

  • Find the user in the list.

  • Click the trash bin icon next to the user to remove them.

4. Weekly report settings

  • Each user receives a weekly report automatically on Mondays.

  • The report includes an overview of the past week, such as the number of new members and benefit usage.

  • If a user does not wish to receive the report, you can disable it by unchecking the green toggle in the report section. This will stop the weekly report from being sent to that user.

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