Step 1 - Create a user account in Extensiv Hub

Only the owner or a user with the "create users" permission can create new accounts in Hub. To add another user to your account, follow the instructions below. 
1. Log in to Extensiv.  
2. Click Users on the left navigation menu..

 If you have multiple organizations in Hub, make sure to select first the organization you want to add the new user to. See below image for guidance.
 
3. Click Create. This action will open the Invite Users window.  

4. Fill in the new user details. Enter the first name, last name, email, and job title. 

5. Select the appropriate role for this account.

The user role defines the permissions of the access in Extensiv Hub. The permissions assigned to this role do not necessarily relate to the permissions they need to have for each product. You still need to manage the product permissions on the product itself.

If you want to learn how to create user roles, see our article on Creating User Roles in Hub.  

6. Select Billing Manager from the list of product access.  

7. Review and confirm the details are accurate. Then, click Invite. You should see the recently created account added to the User List column. Click Done if you’re finished creating user accounts.

If you have 2 or more organizations, and the user also needs to be part of that org, make sure to create an account for that organization too. To do this, just open the organization menu next to the Extensiv logo, select the appropriate organization and follow Steps 1-7.

   8. On the User Accounts page, you will find the status of the account as Pending. Inform the user that they will receive an email to join Extensiv Hub. 


For steps on how to log in to Extensiv Hub for the first time, see this article Logging in to Extensiv Hub for the First Time.

Step 2 - Manage user permissions in Billing Manager 

1. Launch Billing Manager from Extensiv Hub.  
2. Click Users on the left navigation menu to open the User List page.  
3. Select the recently created account and it will automatically open the user account on the right side of the page.  
4. Choose the role you want to assign for this account by clicking the drop-down arrow.  

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