Manage users in Enterprise HubLast updated on 02/28/2023

• When you create a new user, they will get an email invitation to create a username and password.

• Default permissions are permissions given to the user that are applied to all networks and tenants assigned to the user. You can customize permissions by the tenant or network. To learn more about networks, see Browse and use content through TitanExchange.

• You can activate, deactivate and resent invitations to users by using the More Actions icon.

1. Enter the Enterprise Hub URL into a web browser.

2. Enter your username and password.

You can create and assign users to different tenants and manage user roles and permissions.

In Enterprise Hub, click User Management.

User Management has one section:

• Users

In User Management, you can:

• Edit your account settings

• Create a new user

• Edit another user’s permissions

• Edit another user’s assigned networks

• Edit another user’s assigned tenants

• View your assigned tenants

• Search for users

Edit account settings

You can edit your account settings. To do that:

1. Click your profile.

You can edit your name, office phone, mobile phone, username, and password.

To change your password:

1. Click Change Password and update your password.

2. Click Change Password to save changes.

You can create users and tenants, and assign tenants to users. Note: Users and their assigned tenants created in Enterprise Hub have the same users created inside those tenants. For example, if you create a user in Enterprise Hub and assign seven different tenants to that user, the same user is created in all seven tenants with the same details. If the user exists in the assigned tenant, then the Enterprise Hub user will be mapped to the existing user.

To create a user:

1. Click Users in the side menu.

2. In the All Users section, click Add User.

3. In the Add User section, enter the user’s basic information. Note: The username is the same as the email.

4. In the Default Permissions section, you can give network-level and tenant-level permissions to the user.

   1. Network Level Permissions include the following permissions that affect the employee’s ability to use Enterprise Hub:

      1. User Management: Permissions that affect the employee’s ability to manage existing users and create new users.

      2. TitanExchange: Permissions that affect the employee’s ability to share, update, and manage TitanExchange library templates. 

      3. My Tenants: Permissions that affect the employee’s ability to access, view, and manage the tenants’ list.

      4. Centralized Contact Center (CCC): Permissions that affect the employee’s ability to answer chats, calls, and web bookings in CCC. 

      5. Rollup Reporting: Permissions that affect the employee’s ability to create and run custom reports.

   2. Tenant Level Permissions include permissions that affect the employee’s use of ServiceTitan. For more on ServiceTitan permissions, see Permissions.

      Tip: Use the search bar to search for permissions. Note: To select all permissions, click All. To clear all selected permissions, click None.

5. In the Networks section, click Assign Networks.

6. On the Assign Networks screen that opens select and assign networks. Note: Use the search bar to select networks.

To change network permissions, click the Edit icon.

1. On the Change Permissions screen, enable or disable permissions. 

2. Click Save Changes. Note: When the network is selected and assigned to the user, all future tenants that are added to the network are automatically assigned to the user.

To unassign a network, select a network and click Unassign.

To manage tenants, click Manage Tenants.

Note: By default, all tenants are assigned to the user. To unassign a tenant, disable the toggle.

To change tenant permissions, click the Edit icon.

1. Make the necessary changes.

2. Click Save Changes.

When you’re done entering the user’s information, click Finish.

To edit a user:

1. Click the user you want to edit.

2. Make the necessary changes. Note: You can’t edit email or username.

3. Click Save Changes.

Tip: When you change the user’s default permissions and click Save, permissions, and customizations on all existing networks and tenants will be overwritten.

In the All Users section, enter the name of the user you are looking for.

Enterprise Hub displays all search results.

To delete search results click the Delete icon next to the search item.

Note: You can have access to the Actions button if you have enabled the Edit user permission. For more information, please contact the Enterprise Hub administrator.

To bulk activate users, click the Actions dropdown and select Activate.

Users are active and can access Enterprise Hub. Note: When the user is activated, they can use the previous username and password and all tenants will become active in the My Tenants section and in ServiceTitan.

To deactivate users, click the Actions dropdown and select Deactivate.

If the user has assigned tenants, they will be unassigned from the user, and users created in My tenants section and in ServiceTitan will be deactivated.

To resend invitations to users, click the Actions dropdown and select Resend Invite.

If users haven’t received an invitation to create a new account, theywill receive an invitation one more time.

• See TitanExchange in Enterprise Hub

• See Manage tenants in Enterprise Hub

• See Centralized Call Center

• See Rollup Reporting