Adding users to B2BHub individually

There are two ways you can add new users to B2BHb – individually or in bulk. This article explores how to individually add users. The process is different if your portal is configured for Allowances or Allocations, so it's important that you understand this before making changes to your portal.

Adding a new user (Allowances)

If your portal is configured for Allowances, follow these steps to set up a new user.

Admin > Company Users
Click on "Add New User" button
Select user role
Select parent email
Enter first name, last name, email address
Select "Active" user
Select Allocation Role
Select Employee Number (if required)
Set Anniversary Date
Set Allowance Budget
Click "Save" button

Repeat this process to add as many individual users as you need.

Adding a new user (Allocations)

If your portal is configured for Allocations, follow these steps to set up a new user.

Admin > Company Users
Click on "Add New User" button
Select user role
Select parent email
Enter first name, last name, email address
Select "Active" user
Select Allocation Role
Select Employee Number (if required)
Select "Give allocations immediately" if you would like this team member to receive their allocation immediately, or leave this field unchecked if this team member only needs their allocations in a year's time.
Click "Save" button

Note: When the new user is set up, and their Status is marked as "Active", the system will automatically send them a Welcome email prompting them to login to the portal for the first time.

Glossary of terms

Parent Email: This refers to the user's Manager as laid out in the B2BHub company structure. The Parent user must have management permissions in B2BHub.

Status – Active: Active users can login and purchase. They will also receive system email notifications. They are an active user of B2BHub.

Status Inactive: Inactive users cannot login or purchase. They won't receive any email notifications from the system. Users are changed to be Inactive if they are no longer an employee, or there is a requirement to remove them from the ability to access the portal. All ordering history is retained for all inactive users.

Allocation Role: The allocation role will define the uniform range this user is able to see.

Employee Number: It can be useful to include a unique employee number to avoid confusion should any employees share the same, or similar name. When this data exists, it can be retrieved in reports and user data.

Anniversary Date: This is the anniversary date of when the user is set up in the system and when their allocation / allowance will be reset.