User Management in RaiseNow Hub

Overview

This guide provides detailed instructions for managing user invitations within your organisation using our platform. 

User Invitation Restrictions

• Unique Email Requirement: It is not possible to invite a user if the email address is already connected to a different organisation.

• Self-Deactivation Prohibited: Users cannot deactivate their own accounts. Please contact a co-worker to remove you from the organisation. If you wish to close your RaiseNow Hub acount, please contact our support team.

Inviting Users

• Sending Invitations: Any user can invite new users. An invitation email with a link to the password creation screen will be sent to the invitee. This link expires after 15 days.

• Re-sending Invitations: If the invitation link expires before the new user has set up their account, the expired status is displayed in the Hub’s user overview. A new invitation link can be sent.

Managing Users

• Removing Users: Users can remove other users from the organisation.

• Revoking Invitations: An invitation can be revoked if the invited user has not yet accepted it.

• User invited by our support team: Users invited in the past by our Customer Support Team are visible in the Hub account of the organisation and can be removed by any user of the organisation if required.

Flows

Inviting a New User

• Navigate to the user overview section in Hub.

Under “Settings”, then “Organization” and then “Users” you will find the option to add new users via the “Invite users” button.

• Enter the one or more email addresses of the new users you wish to add to your organisation and send the invitation.

• The invited users will receive an email with a link to create a password activating their account.

Re-sending an Invitation

• In the user overview, identify users with expired invitations.

• Select the option to resend the invitation, issuing a new email containing a new link to join your organisation.

Removing a User

• From the user overview page, select the user to be removed.

• Confirm the removal to revoke access to your organisation in Hub.