Invite your team and choose their roles
Add colleagues to Portal by Hub, answer requests to join and change who can do what
Your agency's team in Portal is managed from People. Everyone on the team can open it and see who's on it. Admins invite people, answer requests to join and change roles.
The two roles
- An Admin has full access and manages the team. Admins invite people, post updates, set up website embeds and change your logo and contact details.
- A Viewer can see your agency's posts and Dashboard, copy your link and embed codes, and make flyers.
If Hub set someone up with different access, People shows Custom access on their row.
Invite someone
- Sign in at portal.hub.inc and open People.
- Choose Invite someone.
- Enter their email address.
- Under Role, choose Admin or Viewer.
- Choose Send invite.
They get an email from Hub and sign in to Portal with the address you invited. Invites last 14 days.
If an invite doesn't arrive, People says why on that person's row. If their mail server blocked it, choose Copy details for IT and send the text to their IT team, then send the invite again.
Answer a request to join
When someone asks to join your agency, Admins get an email and the request shows under Requests to join in People.
- Choose Review on the request.
- Read their role and note.
- Choose Approve as Viewer, Approve as Admin or Decline.
If you don't know the person, decline. They won't see who reviewed it. If nobody on your team answers a request, it goes to the Hub team.
Change someone's access
Open the actions on a person's row to:
- Make them an Admin or a Viewer
- Send an invite again, or send a reminder
- Cancel an invite that hasn't been accepted, so the link in their email stops working
- Remove them from your agency, which ends their access right away
Your agency needs at least one Admin. To change your own role or remove yourself, make someone else an Admin first.
Need help?
Choose Ask Hub in Portal's menu. You'll get a reference number when you send your request.