{"id":191721,"date":"2020-09-18T00:24:26","date_gmt":"2020-09-18T00:24:26","guid":{"rendered":"https:\/\/premium.wpmudev.org\/blog\/?p=191721"},"modified":"2024-03-14T23:02:56","modified_gmt":"2024-03-14T23:02:56","slug":"hub-users-and-roles-members-clients","status":"publish","type":"post","link":"https:\/\/wpmudev.com\/blog\/hub-users-and-roles-members-clients\/","title":{"rendered":"How to Set Up Users & Roles in The Hub for Your Team Members and Clients"},"content":{"rendered":"

With The Hub, you can give unlimited users multiple roles on any WordPress site you manage — even if they aren’t WPMU DEV members! Learn how to easily set all this up in minutes and give team members and clients as much or as little access as you\u2019d like.<\/p>\n

Plus, With The Hub Client<\/strong>, you can create your own fully branded Hub for your team members, clients, and collaborators … all in just a few clicks!<\/p>\n

Oh, and did we mention it\u2019s all free for your users and you’re able to be set up in minutes?<\/p>\n

In this article, we\u2019ll be going over how to:<\/p>\n

    \n
  1. Set Up Team Members<\/a><\/li>\n
  2. Set Up User Roles<\/a><\/li>\n
  3. Add User Customization Settings<\/a><\/li>\n
  4. Gain Quick Access to Sites<\/a><\/li>\n
  5. Set Up The Hub Client (THC)<\/a><\/li>\n
  6. Set Up Client Roles<\/a><\/li>\n<\/ol>\n

    This post’s features are accomplished from the Team<\/strong>\u00a0tab in The Hub dashboard, except for The Hub Client, accessed by the Hub Client Plugin <\/strong>(which we’ll show you how to activate).<\/p>\n

    1. Set Up Team Members<\/h2>\n

    The Hub allows you to collaborate with other users by assigning them roles and granting them access to specific areas of your WordPress site(s).<\/p>\n

    Creating new users in The Hub is the easiest way to allow access to users, all from one place.<\/p>\n

    From The Hub, click on Team<\/strong>…<\/p>\n

    \"The
    Click on Team to get started.<\/figcaption><\/figure>\n

    Before inviting people to join your team, make sure that your details are correct, as these will appear on the invitation emails that your new team members will receive and your client portal.<\/p>\n

    To check, click on the Settings<\/em> tab. If you haven’t already set this up, enter your name, upload your logo, and click Save to update your settings.<\/p>\n

    \"Team
    Add your name and logo before inviting team members.<\/figcaption><\/figure>\n

    Once this initial step is done, go to Team Members<\/strong> and click the Add First Team Member<\/strong> button to get started.<\/p>\n

    \"The
    Click the button to add your first team member.<\/figcaption><\/figure>\n

    This brings up the Invite new member<\/strong> form, where you’ll be able to fill in the following details:<\/p>\n