Manage users in Enterprise Hub

Overview

Enterprise Hub (EH) is ServiceTitan’s multi-tenant platform that enables management across ServiceTitan tenants. In Enterprise Hub, you can set up and manage EH users so they can have a single sign-on into the tenants.

Things to know

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

• Roles assigned to users are replicated within tenants with identical names and permissions managed only through Enterprise Hub.

Grant access to User Management

To grant access to User Management for a role:

1. In Enterprise Hub, click User Management.
   

2. Select Roles.

3. Either create a new user role or edit an existing user role.

4. In the EnterpriseHub permissions tab, enable the View, Edit user, Create a new user, Manage roles, and Manage MFA permissions for User Management.
   5. Click Save Changes. Users assigned this role can now see the User Management module in Enterprise Hub.

Access User Management

Access user management by going to enterprise-hub.servicetitan.com and logging in with your credentials.

You can create and assign users to different tenants and manage user roles and permissions. For more about user roles, see Manage user roles in Enterprise Hub.

In Enterprise Hub, click User Management. 

User Management has two sections:

• Users: Create and edit users

• Roles: Create user roles and assign permissions to users
  

Create users

You can create users and tenants, and assign tenants to users in bulk.

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 is mapped to the existing user.

To create a user:

1. Access User Management.

2. In the side menu, click Users.

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

4. In the Add user details section, enter the user’s basic information.

Note: The username is the same as the email.

5. Click Next Step.

Add multiple users

If you want to add multiple users, click Add Another User.

1. Click Edit to update user details.

2. Click to delete a user.
   6. In the Assign roles section, select user roles to assign different permissions to the user.

7. Click View Role Permissions to view the user role’s permissions. To learn more about role permissions, see Set up Enterprise Hub role permissions.
   

8. In the Role Permissions window that opens, you can view the user's Enterprise Hub and ServiceTitan permissions.

9. When finished viewing role permissions, close the window and select a role.

Note: You should assign at least one user role.

10. Click Next Step.

11. In the Assign Tenants section, click Assign Tenants.
    

12. On the Assign Tenants screen that opens, select and assign tenants.

Note: Use the search bar to select tenants.

13. If you need to change tenant permissions, click Manage Roles.
    

14. On the role permissions screen, enable or disable permissions.

15. When finished, click Finish.

    Tip:  You will get an invitation to create a username and password.

Edit users

1. Access User Management.

2. Click Moreand select Edit to edit a user.
   

3. In the Account Info section, make the necessary changes.

   Note: You can’t edit email or username.

4. In the Assigned roles section, view role permission and assign new roles.

   Note: You can’t change user permissions. You can only edit the permissions of assigned roles.

5. In the Assigned tenants screen, you can assign more tenants.

   Tip: To remove a tenant, click Unassign Selected Tenants.

6. When finished, click Save Changes.

Add tenant groups

1. Go to User Management.

2. Select a user.

3. Go to the Tenants and Groups tab.

4. Add a tenant group to the user. For more, see Create a new tenant group.

5. View tenants assigned by:

   1. Tenant Groups: The groups a tenant is a part of.

   2. Individual tenants: Tenants that are not part of any group.
      

Note: Make sure the user has access only to the group they are assigned to. Tenants assigned by groups must be removed by unassigning the tenant from the group, or removing the user from the group.

Bulk assign tenants to users

In the Users section, you can bulk assign tenants to multiple users.

1. Select the users you want to assign tenants to.

2. Click Actions and select Assign Tenants.
   

3. Select the tenants you want to assign to the user and click Assign Tenants.
   

4. In the confirmation window that opens, review your selection and click Assign Tenants to proceed. To exit without making changes, click Cancel. A confirmation message appears when the action is complete.

You can view the assigned tenants by going to the Assigned Tenants tab for the relevant users.

Search for users

In the All Users section, enter the username you are looking for.

Enterprise Hub displays all search results.

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

Filter users

In the All Users section, filter users by status:

• All

• Deactivated

• Active

• Invite Sent

• Errors occured

• Creation in progress

You can also filter users by user roles.

Manage user statuses

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

Users are activated 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 the My Tenants section and in ServiceTitan will be deactivated.

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

If the selected users don’t receive an invitation to create a new account, they receive another invitation.

Edit account settings

To edit your account settings, click your profile and select Account Settings.

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.
   

Want to learn more?

• Visit ServiceTitan Academy and enroll in Enterprise Hub Introduction

• See Enterprise Hub