- HubRise User Guide
- FAQs
- How Do I Create an Account for Another Business and Share Access?
FAQs
FAQsexpand_more
- What Happens If My Free Plan Quota Is Exceeded?
- How Do I Pay For My First Invoice?
- How Do I Reactivate A Suspended Account?
- How Do I Stop Paying For My Subscription?
- Can My Plan Be Paused During Setup and Test Phases?
- Too Many Accounts for My Business On HubRise. How Can I Clear the System?
- How Do I Check If I Already Have a User Profile in HubRise?
- I Lost My Password. How Do I Recover It?
- How Do I Check if the Connection Between My System and HubRise Is Working?
- How Do I Create a User Profile for Another Person?
- How Do I Create an Account for Another Business and Share Access?
- How Do I Create an Account for Another Business Without Sharing Access?
- How Do I Connect Multiple Instances of the Same App?
How Do I Create an Account for Another Business and Share Access?
If you are a software provider, a reseller or a consultant, you might want to create an account for your customer on HubRise to ease the connection process and save them time.
To create an account for another business:
- If you are already logged in to HubRise, log out or open a browser in incognito mode.
- Access the HubRise registration page.
- Enter the user details and click on Create account.
- Enter the business details of the Account and the first associated Location, then click Create.
- Navigate to SETTINGS > Permissions section.
- To keep access to the account you just created, include your HubRise user profile email, change the role to Manager and click the plus icon .
- To prompt the user to enter their own secure password, go to the password reset page.
- Enter the email address for the new user and click Reset Password. The user will receive an email with instructions on entering their own password.
- Logout as the newly created user, then login as your actual user profile. You will have access to the account for support purposes.
It is recommended send the business a follow up email to notify them about the Account creation. This email can be formulated as follows :
Hi [Business Contact Name],
I just created your HubRise account, to login:
- go to: https://manager.hubrise.com/login
- login: [Business user profile email on HubRise]
- password: I just sent it via an automated email. If you haven't received it, think of checking your spam folder. It is possible to reset your password again from this page: https://manager.hubrise.com/reset_password/new
Regards, [Your Name]
Related FAQ: How Do I Create an Account for Another Business Without Sharing Access?
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