Managing Hub Users

This article is a guide to adding company users to a Hub. 

This guide contains the following:

• What are Hubs?
• Contract Hub Users

Relevant article links:

• Adding and Using Tags
• Understanding roles and permissions in FastDraft
• Assigning a Contract to a Hub

There are several different ways contracts can be grouped together for reporting purposes by Areas, Hubs, Security Groups and Projects. This can only be done by an Admin, so as an end-user this is done for you by raising a support ticket to your Admin users. 

What are Hubs?

A Hub is a way to group your contracts. For example, by geographical location or divisions or operating units. This can potentially help keep tabs on activity in a particular Hub and the contracts within that Hub. Reports can be run by Hub. 

A Hub can be created by Admin users in the platform, and a number of other ways, for example, automatically from an API call or an API integration, importing in bulk via our API.

Contract Hub Users

Each contract can be assigned to a Hub, which can be an area or department depending on the needs of your organisation. Once you've defined Hubs you can grant 'View All Hub' type to any users who need 'read only' access to all contracts assigned to a particular Hub. See here for more information about how to assign a contract to a Hub. 

Where enabled, a separate menu is available to allow you to assign company users to one or more Hub. 

See below on how to do this:

1. Hubs are assigned at a Company level - to assign a particular user, they will need to be a user within that company. Select the company the Hub is assigned to. On the left-hand side, under the company logo, select 'Hub Users'

2. Under 'Add Hub User', first select the Hub you wish to add the user to, then select the user. 

Note: Users must already be assigned the role of 'View All Hub' to appear in the dropdown list. 

Click 'Add User to Hub'.

This user will now be able to see all contracts assigned to that Hub in their contract register when they login, regardless of whether they are a registered user of that contract or not. 

Removing a User from a Hub

In order to remove a Hub User from the Hub, select Delete next to their name in the Hub list.

If a user is deactivated before being removed from the Hub(s), the user will automatically be removed from any Hub Lists they were previously added to. If the user is re-activated, they will need to be manually re-added into any Hub Lists they were previously added to.