15. Team
The Hub 2.0 Team feature allows WPMU DEV account holders to give multiple users controlled access to the Hub, including users who are not WPMU DEV members.
The level of Hub access you grant to additional team members can include as few or as many Hub features as you wish.
Note that the access you grant is restricted to Hub features only. It does not grant team members access to your WPMU DEV account, or any of the other features of your account (like live-chat support).
If you’re not a WPMU DEV member, visit Your All-In-OneWordPress Platform to learn the benefits of membership and to sign up for a free trial.
15.1 Overview
Copy chapter anchor to clipboardHub 2.0 team members can be configured to access as much or as little of the Hub as needed. They do not have access to the wp-admin area, or backend, of connected websites via their Hub credentials.
The Hub Team feature allows WPMU DEV account holders to provide access to the Hub for team members who do not necessarily require access to the admin side of websites, an account manager for example. At the same time, wp-admin users who are also Hub team members have a powerful set of additional tools at their disposal.
Defining Access
Before creating team members, it’s helpful to understand the various ways access is granted and controlled.
- By Site – Team members can be granted access to the Hub area for as many or as few sites as desired.
- By Area – Team members can be granted access to some Hub areas and restricted from others.
- By Task – Team members can be granted authority to perform some tasks in those areas to which they have access but restricted from performing other tasks.
- View only – Team members can be granted permission to view Hub screens but restricted from changing any settings on those screens.
Team members with access to all areas and tasks for all connected sites can be configured very quickly, as can those with view-only permissions. Team members with limited access or control require more time to configure and may involve creating a custom team role, as explained in the Team Members and Roles chapters below.
Location
The Team feature can be accessed by clicking the menu tab at the top of any Hub 2.0 screen.
The Team area consists of four primary screens:
- Team Members – Create, modify, or remove team members.
- Roles – Create, modify, and remove custom team member roles.
- Sites – Create team members on a site-by-site basis.
- Settings – Customize the name and logo included in the confirmation email sent to newly-created team members.
The Documentation link opens this usage guide.
The features of each screen are discussed in the sections below.
15.2 Team Members
Copy chapter anchor to clipboardThe Team Members screen lists your team members with options for granting and changing permissions. If you haven’t created a team member yet, we recommend reading the Creating Team Members chapter of this guide before proceeding.
The Team Members list includes:
- Name – The username given to a role when it was created and the avatar, if one exists, for the account connected to it. Click the column title to reorder the list in alphabetical or reverse alphabetical order.
- Email – The email address of the connected account.
- Role – The role assigned to that team member.
- Sites – The number of sites a team member can access. Hover over the number to see a list of those sites. Click the column title to reorder the list based on the number of sites.
- Status – Active indicates a team member has confirmed the email invitation. Pending indicates the email invitation has not yet been confirmed.
Click the ellipsis icon on any team member’s row to reveal management options:
- Manage Access – Click to adjust the team member’s access in your Hub.
- Remove user – Click to remove the team member from your team.
15.2.1 Managing Existing Team Members
Link to chapter 2To modify an existing team member, click anywhere within the row for that team member to open the Manage access to sites modal. You can edit the Name of the team member as well as add any Notes. The sites that this team member can access will be listed, with checkmarks indicating those sites, and plus (+) signs indicating sites to which the team member does not yet have access but can be added.
Choose Access All Sites and the team member will be able to access all sites connected to your Hub. Note that this only applies to current sites. If you want the team member to have access to all current sites as well as all future sites, please add the Access to all sites capability to the member’s role. You can find more information on the Access to all sites capability here.
To provide access to only some of these sites, choose Access to Selected Sites and then click the plus (+) sign next to the sites for which access is desired.
Click the “View & Edit All” dropdown to see the available role options for this team member. The dropdown menu will display the default roles View & Edit-All and View Only-All and any custom roles that have been created. Simply click the desired role to assign it to the current team member.
You can also remove the team member by clicking Delete user.
After making changes, scroll to the bottom of the modal and click the Update button to save your changes or click Cancel to close without saving.
15.2.2 Creating Team Members
Link to chapter 2If you haven’t yet created a Hub team member, click the Add First Team Member button to open the team member creation modal. Subsequent team members can be created using the New Team Member button.
Note that if you are a free Hub user, you can only add one team member to your team. See Free Hub Restrictions for details.
Configuring a new Hub team member involves:
- Email Address – Team members are invited to accept Hub access in a confirmation email and must confirm the invite before access is granted.
- Name – Enter the name for your new team member.
- Select sites – Choose the websites that the team member can manage in the Hub.
- Select user role – The scope of access is determined by the role assigned to Hub team member when they are created. Choose a default role or create and assign a custom role, as discussed in the Roles section of this guide.
- Notes – Add any notes or extra information related to the team member here.
Select Sites
After entering the intended team member’s email address, click the Select sites dropdown menu to choose which sites this team member can manage in the Hub.
Select All websites to grant Hub access to all sites connected to the current Hub account, or select individual sites to limit access to a specific site(s). If you wish to create a team member with customized access privileges, see the Roles section below for guidance on creating custom roles.
Select team member role
Hub team members have two default roles available, plus any custom role(s) you may have already created. You also have the option to create a new custom role right from this interface:
- View and Edit – All – The team member can access and modify every Hub feature for the selected sites.
- View Only – All – The team member can view every Hub screen for the selected sites but cannot modify any settings.
- Create Custom User Role – Team member access can be as narrowly or as broadly defined as necessary using custom roles. See the Create a custom role section for guidance on creating a custom user role.
Once the team member has been identified by email address, site access determined and a role assigned, click the Invite button to send the confirmation email.
15.2.3 Confirming Team Members
Link to chapter 2New team member accounts are not active until the team members click the Confirm button contained in the invitation email.
Clicking the Confirm button will open a new tab in their browser and direct users to one of two screens, depending on whether or not they are a current WPMU DEV member.
Current Members
A current WPMU DEV member who confirms a Hub team member invite will be directed to a WPMU DEV login screen and prompted to log in with an existing username and password. Once logged in, the new account will be added to the existing account, and the member can move from one account to the other as necessary.
To switch between a member account and a Hub team member account, click the WPMU DEV profile picture in the righthand corner and then select Switch Account.
Non-member team members
Users who are not current WPMU DEV members will be directed to our Free Account setup screen and prompted to create a free account. Once the free account is created, the user will have access to both the team member account and their own Hub account.
Your invited team members can create a new account either by filling in the form or by using their Google account if available. Note that if they use their Google account to sign up, the Google email address must be the same as the address the invitation was sent to.
Note that the option to Sign in with Google is currently only available when invited from your WPMU DEV Hub. It is coming soon to the Hub Client plugin as well.
Free Account Policy
Hub 2.0 users have access to a Hub account of their own, independent of their team member accounts. The free account will remain free as long as the user does not wish to add sites to their own Hub.
If a team member does add a site to their own Hub on any of the standalone hosting plans or as a paid member on any membership plan, they will have full access to their own site(s) in their own Hub, and will continue to have the same management access to your sites as you have granted them in your team.
It’s important to note however that if you wish to transfer one of your sites to such a user, for example if they should have access to support for that site, the site would need to be first disconnected from your account before it can be connected to theirs.
15.3 Roles
Copy chapter anchor to clipboardThere are two default roles available in The Hub 2.0 Roles tab, plus the option to create custom team member roles:
- View & Edit – All – The team member can access and modify every Hub feature for the selected sites.
- View Only – All – The team member can view every Hub screen for the selected sites but cannot modify any settings.
- Create custom user role – The team member access can be as narrowly or as broadly defined as necessary using custom roles. See the Create a custom role section for guidance on creating a custom team member role. Once created, new custom roles will appear in the drop-down menu along with the default options and can be assigned to other team members without having to re-create the access parameters.
Click View & Edit – All to give the team member unrestricted access to all sites connected to a given Hub. Team members with this role can add sites, modify any setting, and perform most of the same actions as the member who owns this Hub.
Click View Only – All to allow a team member to view all the Hub screens for every site connected to a given Hub but without the authority to modify anything.
Detailed guidance on creating custom roles is covered in the next section.
The above default roles do not grant a team member access to the DNS Manager in your Hub. However, if you do need to grant such access to a team member, you can create a custom role and include that capability.
15.3.1 Create a Custom User Role
Link to chapter 3To create a custom Hub team role, click the Roles tab under Team and then click the + Create New Role button.
Enter a name for this custom role in the field provided. Once created, this role will be available to assign to your team members.
Click the ellipsis icon of any custom role to reveal management options for that role.
- Edit role – Click to edit the role name and/or adjust access settings.
- Delete role – Click to remove the role from your team.
15.3.2 Customize Access
Link to chapter 3The Customize Access list covers every feature of the Hub. Use the toggle buttons to enable or disable access to specific features. You can also provide access to all current and future sites by clicking the toggle for Access to all sites.
Team members who have Access to all sites enabled on their custom role will have an i icon next to their names, to indicate that they have this custom permission enabled for them.
Note: If a team member has the Access to all sites feature enabled, the owner will not be able to remove their access to a singular site without first disabling the Access to all sites feature in their custom role.
The drop-down menu next to the toggles facilitates still further refinement within the enabled areas.
- View and Edit – All – The team member can view and modify the settings in this area.
- View Only – All – The team member can view the data and settings in this area but cannot modify them. This limitation only applies to the area associated with the current toggle.
- Custom – The team member has access to an area but is limited to certain tasks or actions within that area.
15.4 Advanced Role Customization
Copy chapter anchor to clipboardCustom user roles can be granted access to specific features of each Hub 2.0 module.
To customize team member access to individual module features, select Custom from the dropdown menu beside the name of the intended module.
Then, select individual module features from the list to grant access for the custom user role.
The features listed for each module are described below.
15.4.1 Sites Module
Link to chapter 4Add/Connect New Site
Allows the team member to connect an externally hosted site to Hub 2.0.
Update Site Info
Allows the team member to modify site settings, such as site name and thumbnail.
SSO Login
Allows the team member to access a site’s wp-admin by secure one-click login, or Single Sign-On (SSO). If disabled, the team member will need to enter their credentials in order to login to a site’s wp-admin.
Enabling SSO Login will allow the team member to access a site’s wp-admin with your credentials.
15.4.2 Plugins Module
Link to chapter 4View Plugin Information
Allows the team member to view the name, version, and status of all plugins installed on a site, using either the Plugins and Themes module or the My Plugins page.
Install New Plugin
Allows the team member to install new plugins on a site, using either the Plugins and Themes module or the My Plugins page.
Uninstall Plugin
Allows the team member to uninstall plugins on a site, using either the Plugins and Themes module or the My Plugins page.
Update Plugin
Allows the team member to update plugins on a site.
Activate Plugin
Allows the team member to activate plugins on a site, using either the Plugins and Themes module or the My Plugins page.
Deactivate Plugin
Allows the team member to deactivate plugins on a site, using either the Plugins and Themes module or the My Plugins page.
Ignore/Unignore Updates
Allows the team member to ignore or unignore updates to plugins on a site.
15.4.3 Themes Module
Link to chapter 4View Theme Information
Allows the team member to view the name, version, and status of all themes installed on a site.
Install New Theme
Allows the team member to install new themes on a site.
Uninstall Theme
Allows the team member to uninstall themes on a site.
Update Theme
Allows the team member to update themes on a site.
Activate Theme
Allows the team member to activate themes on a site.
Deactivate Theme
Allows the team member to deactivate themes on a site.
For WordPress single site installations, activating a theme will automatically deactivate the current theme, even if the team member does not have access to the Deactivate Theme feature.
Ignore/Unignore Updates
Allows the team member to ignore or unignore updates to themes on a site.
15.4.4 WP Core Module
Link to chapter 4View WP Core Information
Allows the team member to view information about the WordPress installation on a site.
Update WP Core
Allows the team member to update core WordPress files on a site.
Ignore/Unignore Updates
Allows the team member to ignore or unignore updates to core WordPress files on a site.
15.4.5 Security Module
Link to chapter 4View Site Security Information
Allows the team member to access a site’s Security module, which displays security information generated by Defender including configuration details, security recommendations, and logs.
Run New Security Scan
Allows the team member to run a Defender security scan on a site.
Enable Blocklist Monitoring
Allows the team member to activate blocklist monitoring for a site.
Disable Blocklist Monitoring
Allows the team member to deactivate blocklist monitoring for a site.
Deactivate 2FA
Allows the team member to deactivate Two-Factor Authentication on a site.
Deactivate Google reCAPTCHA
Allows the team member to deactivate Google reCAPTCHA on a site.
Save Existing Config
Allows the team member to save the current security settings for a site.
Apply Config
Allows the team member to apply saved security settings to a site.
15.4.6 Performance Module
Link to chapter 4View Performance Information
Allows the team member to access a site’s Performance module, which displays performance information generated by Hummingbird including configuration details and statistics.
Run New Performance Scans
Allows the team member to run a Hummingbird performance scan on a site.
Ignore Performance Warning
Allows the team member to ignore Hummingbird performance scan warnings.
Remove Hummingbird Cache(s)
Allows the team member to clear content cached by Hummingbird for a site.
Activate Performance Submodule(s)
Allows the team member to activate additional Hummingbird features, such as response time monitoring and asset optimization.
15.4.7 SEO Module
Link to chapter 4View SEO Information
Allows the team member to access a site’s SEO module, which displays SEO information generated by Smartcrawl including configuration details and report data.
Run New SEO Crawl
Allows the team member to run a Site Crawler scan on a site.
Run New SEO Checkup
Allows the team member to run a Smartcrawl SEO checkup on a site.
15.4.8 Backups Module
Link to chapter 4View Backups Information
Allows the team member to access a site’s Backups module, which displays Snapshot backup information for the site, including configuration details and backup history.
Download Backups
Allows the team member to download an existing backup of a site.
Create New Backup
Allows the team member to create a backup of a site.
Update Managed Backup Settings
Allows the team member to view and modify a site’s backup settings.
Reset Snapshot Key
Allows the team member to reset the Snapshot API key.
Delete Managed Backup Item
Allows the team member to delete an existing backup of a site.
15.4.9 Uptime Module
Link to chapter 4View Uptime Monitor Information
Allows the team member to access a site’s Uptime module, which displays site status and availability statistics.
Update Uptime Monitor Settings
Allows the team member to view and modify Uptime Monitor settings for a site.
Save Existing Config
Allows the team member to save the current Uptime Monitor settings for a site.
Apply Config
Allows the team member to apply saved Uptime Monitor settings to a site.
15.4.10 Analytics Module
Link to chapter 4View Analytics Information
Allows the team member to access a site’s Analytics module, which displays site traffic statistics.
Update Analytics Settings
Allows the team member to view and modify analytics settings for a site.
15.4.11 Automate Module
Link to chapter 4View Automate Information
Allows the team member to view information about automatic updates to core WordPress files, plugins, and themes installed on a site.
Update Automate Settings
Allows the team member to view and modify automatic update settings for a site.
15.4.12 Hosting Module
Link to chapter 4The Hosting module includes a few dozen features that can be made available to your team members. They are categorized as follows (click any category to jump to the corresponding section in this chapter):
General
View Overview Tab
Allows the team member view-only access to a site’s Hosting Overview tab, which displays site hosting information including configuration details, site storage, and much more.
View “My Sites > Hosted” or Hosting tab
Allows the team member view-only access to the Hosting item in the main navigation, as well as the Hosted category on the My Sites screen.
View Available Hosting Plans
Allows the team member to view details about the available WPMU DEV hosting plans.
Create New Hosting Site
Allows the team member to create a new hosted site.
Create Hosting Site With Migration
Allows the team member to create a new hosted site by migrating from an existing connected site.
Create Hosting Site With Clone
Allows the team member to create a new hosted site by cloning from an existing hosted site, or by cloning from a site template.
Modify Hosting Plan
Allows the team member to change the current WPMU DEV hosting plan for a site.
Domains
View Domains tab
Allows the team member view-only access to a site’s Domains tab.
Add New Domain to Hosting Site
Allows the team member to add a new domain name to a site.
Remove a Domain from Hosting Site
Allows the team member to remove a domain name from a site.
Set a Domain as Primary for Hosting Site
Allows the team member to set a domain name as the primary domain for a site.
Check DNS Status
Allows the team member to check the DNS status for a site.
Check DNS and SSL Status
Allows the team member to check the DNS/SSL status for a site.
SFTP/SSH
View SFTP/SSH tab
Allows the team member view-only access to a site’s SFTP/SSH tab.
Add SFTP/SSH Account
Allows the team member to add a new SFTP or SSH user account for a site.
Remove SFTP/SSH Account
Allows the team member to remove an existing SFTP or SSH user account from a site.
Update SFTP/SSH Account
Allows the team member to update the username or password for an existing SFTP or SSH user account on a site.
Tools
View Tools tab
Allows the team member view-only access to a site’s Tools tab.
Update Password Protection Settings
Allows the team member to update password protection settings for a site.
Update WAF Settings
Allows the team member to update web application firewall (WAF) settings for a site.
Update Multisite Settings
Allows the team member to convert a WordPress single site installation into a multisite network.
Update PHP Settings
Allows the team member to change the PHP version for a site.
Flush Object Cache
Allows the team member to clear the object cache for a site.
Reset WP Config
Allows the team member to reset a site’s wp-config.php file to its default state.
Reset WP Installation
Allows the team member to reset WordPress on the site to a new default installation.
Remove Pending Migration
Allows the team member to cancel the in-progress migration of an external site to a hosted site.
Start Migration
Allows the team member to initiate the migration of an external site to a hosted site.
Manage Monitoring / Profiling
Allows the team member to enable and configure New Relic Monitoring and Blackfire Profiler tools.
Update Server Static Cache
Allows the team member to update server-side page caching settings for a site.
Purge Server Static Cache
Allows the team member to clear the server-side page cache for a site.
Update Bruteforce Attack Protection
Allows the team member to update bruteforce attack protection settings for a site.
Manage Hosting Files
Allows the team member to manage a site’s files via File Manager.
Manage Hosting Database
Allows the team member to manage the database of a site.
Backups
View backup(s)
Allows the team member view-only access to a site’s Hosting Backups tab.
Create New Backup
Allows the team member to create a backup of a site.
Restore a Backup
Allows the team member to restore a backup of a site.
Update Backup Comment
Allows the team member to update the comment attached to a backup of a site.
Download Backup
Allows the team member to request the download of a backup of a site.
Analytics
View Analytics tab
Allows the team member view-only access to a site’s Hosting Analytics tab.
Staging
View Staging tab
Allows the team member view-only access to a site’s Staging tab.
Delete Staging Environment
Allows the team member to delete the staging environment of a site.
Push Staging to Production
Allows the team member to replace the production data of a site with the contents of that site’s staging environment.
Sync Staging with Production
Allows the team member to set up a new staging environment of a site and/or reset the existing staging environment to a new copy of that site’s production environment.
Update Staging PHP Settings
Allows the team member to change the PHP version for the staging environment of a site.
Reset Staging WP Installation
Allows the team member to reset WordPress on the staging environment to a new default installation.
Update Staging Password Protection Settings
the team member to update the username and password required to access the staging environment of a site.
Manage Hosting Staging Database
Allows the team member to manage the database of a site’s staging environment.
Logs
View Logs
Allows the team member to view the logs of a site.
Export Logs
Allows the team member to export and download the logs of a site.
Emails
View Emails tab
Allows the team member view-only access to a site’s Emails tab.
Add Hosting Email Account
Allows the team member to configure a new email account for a site.
Delete Hosting Email Account
Allows the team member to remove an existing email account from a site.
Update Hosting Email Account
Allows the team member to change the password for an email account on a site.
Test Hosting Email Account
Allows the team member to send a test email to an email account on a site.
Add New Email Alias
Allows the team member to configure a new email alias for a site.
Delete Email Alias
Allows the team member to remove an existing email alias from a site.
Add Email Forward
Allows the team member to configure a new email forwarding address for a site.
Remove Email Forward
Allows the team member to remove an existing email forwarding address from a site.
Resend Email Forward Verification
Allows the team member to resend the verification email required when configuring a new email forwarding address for a site.
Send Test Email from Email Forward
Allows the team member to send a test email from an existing email forwarding address for a site.
Check DNS Email Forward
Allows the team member to verify that a site’s DNS records are correctly configured for email forwarding.
Templates
Create & Manage Templates
Allows the team member to access the Site Templates section and create new templates from existing hosted sites.
Use Templates
Allows the team member to access the Site Templates section and create new hosted sites using existing site templates.
Note: this also requires at least one of the Create Hosting Site capabilities from the General category.
15.4.13 Reports Module
Link to chapter 4View Site Report(s) Configuration
Allows the team member to access a site’s Reports module.
Delete Site Report Configuration
Allows the team member to delete an existing report configuration for a site.
Create New Site Report Configuration
Allows the team member to create a new report configuration for a site.
Edit Site Report Configuration
Allows the team member to modify an existing report configuration for a site.
View Report Histories
Allows the team member to view a log of reports previously generated for a site.
Download Report History
Allows the team member to download a report previously generated for a site.
Send Latest History to Email
Allows the team member to email a report previously generated for a site.
15.4.14 Notifications Module
Link to chapter 4View Notifications
Allows the team member to view notifications generated for authorized sites.
Mark All Notifications as Read
Allows notifications read by the team member to be marked as read for all team members.
15.4.15 DNS Module
Link to chapter 4View Domains
Allows the team member to access the DNS manager.
Note that while it is possible to limit client & team member access to only some sites in Hub 2.0, there is no way to limit their access to only certain domains in the DNS manager. If you grant a team member access to the DNS manager, that team member will be able to manage DNS for all domains. Use with caution.
Add New Domain
Allows the team member to add a new domain.
Delete Domain
Allows the team member to delete an existing domain.
Check NS Setup
Allows the team member to recheck the DNS records for a domain.
View Domain DNS Record
Allows the team member to view the DNS records for a domain.
Add Domain DNS Record
Allows the team member to add a new DNS record for a domain.
Update Domain DNS Record
Allows the team member to modify an existing DNS record for a domain.
Delete Domain DNS Record
Allows the team member to remove an existing DNS record from a domain.
15.4.16 Client Billing Module
Link to chapter 4View overview, clients, products, and invoices
Allows the team member to access and view all data in the main Client Billing area.
Configure client billing
Allows the team member to configure Client Billing settings.
Add/Edit clients and client roles
Allows the team member to add, edit & manage clients and client roles.
Bill Clients
Allows the team member to create and send new invoices to clients.
Add/Edit products & services
Allows the team member to add, edit & manage products & pricing plans.
Take actions on products & services of clients
Allows the team member to cancel & reactivate subscriptions, or re-bill for a client’s one-time billed products.
Take actions on invoices
Allows the team member to access management options for invoices, such as Mark as Paid, Issue Full Refund, Resend to Client, etc.
15.4.17 Site Billing Module
Link to chapter 4View site billing information
Allows the team member to access and view all data in the Client Billing area of all sites.
Add/Edit client
Allows the team member to add and/or edit the client attached to a site.
Bill for a product/service
Allows the team member to create and send new invoices to clients in the Site Billing area.
Take actions on site products/services
Allows the team member to access management options for existing site products, and add new ones to sites.
Take actions on site invoices
Allows the team member to access management options for site invoices, such as Mark as Paid, Issue Full Refund, Resend to Client, etc.
15.4.18 Miscellaneous
Link to chapter 4View Default Configs
Allows the team member to view the default Security and Uptime Monitor settings for a site.
15.5 Sites
Copy chapter anchor to clipboardThe Sites screen is where Hub team member access can be customized on a per-site basis.
The Sites screen displays a list of sites connected to the current Hub and the number of Hub team members associated with each. Click the plus (+) icon next to any site to open the Manage Access screen for that site, where team members can be added or removed.
The Manage Access modal displays a list of both active and pending Hub team member associated with the site.
To add a new Hub team member, enter an email address into the field provided, select the desired user role from the drop-down menu and then click Invite. The user will receive an email containing a confirmation button that must be clicked to activate the team member account.
Note that the email icon for team members whose status is still pending appear in black. Click that email icon to resend the email invitation to any team member whose status is still pending.
Click on the checkmark icon next to a team member to remove site access.
Click the Update button to save your changes or click the Cancel button to close the module without saving the changes.
15.6 Settings
Copy chapter anchor to clipboardThe Settings screen allows you to modify your business name and logo. Your business name will be used when inviting new team members via email, and your business name and logo will appear for your team members in the Hub 2.0 interface.
To update your business name, enter your desired business name in the field provided. To change your logo, click Change logo and upload a new image. Click the Save button to save your changes.
Your business name will appear in the invitation email when inviting a new team member to join Hub 2.0.
Your business name will also be displayed for your team members in the Hub 2.0 menu bar, and will appear along with your logo in the team switcher.
15.7 Team Support
Copy chapter anchor to clipboardNeed help setting up or managing your Team with Hub 2.0? WPMU DEV members have access to 24/7 live support.
