As a VDR/Portal Hub admin, you have system permissions to add admin users to your VDR/Portal workspace.
Steps:
- Once logged into your VDR/Portal, you should see ‘My Hubs’. If you do not see your Hubs, hover over the hamburger icon in the top right corner, and select ‘My Hubs’.
- Search for or click on the Hub you are an admin of.
- Locate the Workspace you would like to add them to, and either click on the name of the Workspace or select the checkbox and ‘VIEW’.
- Click on the ‘New Workspace Admin’ button.
- Enter their Name and Email, then click ‘Save’.
- If they need to be added to more than one Workspace, click on the ‘back’ arrow in the upper left corner, and repeat the steps in the other Workspace(s).
Note: Once the Workspace admin(s) have been added, please send the “How to Connect the VDR/Portal API Key to the CRM” article to all VDR/Portal admins who are CRM users. This article will provide instructions on how to link their CRM account to their VDR/Portal Admin account.
