Redbracket HUB Contacts allow you to create internal members and invite external members like clients, consultants, or any other redbracket users. Here you can remove and make users as admins at any point of time based on permission you have.

Only admins can have the permission to Create, Remove or Mark User As Admin. All other internal team members can invite external members.

Following steps will helps you to add Internal Team Members :

Click on "Add Contacts" in contacts page. Where you will get the option to create internal member.

Click on "Create Internal Member", Provided user information and click on Save. Then system will send confirmation email to that user's email address. He has to confirm email to use his account.

Create Internal Team Member

Until and unless user confirmed the email it will show as "Email Confirmation Pending" as shown in below.

Email Confirmation Pending

As soon as user confirmed the email, it will add that user as internal member. So that user can start use account.

User Added as Internal Team Member

Invite external members like clients, consultants, or any other redbracket users:

Search and select user name in add contact and click on invite.
The system will send invitation to that user email address.
He has to accept invitation to join as contact in your company.

Invite External Users

Once contact removed from account then that user can not access any information of your account.
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