Users

The Users section of the HotDocs Hub allows you to add and configure Users. Using this section, you can:

• View a list of Users
• Create a new User
• Edit User details

Only Administrators can view this section of the Hub.

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User Roles

There are several User Roles that can be assigned to Users in the Hub::

• Tenancy Administrator
• Template Uploader
• Template User

These User Roles are defined below.

Tenancy Administrator

A Tenancy Administrator has permission to perform the following actions:

• Configure the HotDocs Hub
• Create new Users
• Create new User Groups
• Create new Template Groups

The Administrator also has all the permissions of a Template Uploader and Template User.

Template Uploader

A Template Uploader has permission to perform the following actions:

• Upload Templates from HotDocs Developer

Template User

A Template User has permission to perform the following actions:

• View Template Groups in the Template Hub
• Load Interviews for Templates to which they have access

Create a User

To create a new User:

1. Navigate to the Users section of the HotDocs Hub
2. Click Create User
3. Enter the following User details:
1. User Name (required) – the username the User uses to log in to the Hub
2. Last Name (required) – the User's last name
3. First Name (required) – the User's first name
4. E-mail (required) – used to e-mail a user with password reset instructions
5. Send Login E-mail – if checked, send an e-mail to the newly-created user, prompting them to log in to the Hub
6. Enable Login – if disabled, users cannot log in to the Hub
7. Roles – select the appropriate role to assign to the User:
• Template User – can view Template Groups to which they are assigned and load Interviews
• Template Uploader – can upload Templates to the Hub from HotDocs Developer
• Tenancy Administrator – can upload Templates, administer Users, and administer the Hub
4. Click Submit.

Edit a User

To edit an existing User:

1. Navigate to the Users section of the HotDocs Hub
2. Click a User in the list.
3. You can edit the following fields:
• User Name (required) – the username the User uses to log in to the Hub
• Last Name (required) – the User's last name
• First Name (required) – the User's first name
• E-mail (required) – used to e-mail a user with password reset instructions
• Enable Login – if disabled, users cannot log in to the Hub
• Roles – select the appropriate role to assign to the User:
• Template User – can view Template Groups to which they are assigned and load Interviews
• Template Uploader – can upload Templates to the Hub from HotDocs Developer
• Tenancy Administrator – can upload Templates, administer Users, and administer the Hub
4. Click Submit

Remove a User

To permanently remove a User:

1. Navigate to the Users section of the HotDocs Hub.
2. Check each User you want to remove.
3. Click Remove User(s). The selected Users are permanently removed.

Reset User Password

To reset a user password, see Reset User Password.