To invite additional users to join your Criteria Hub team, following the below steps is the best method to use. 

Enter the new user 'First Name', 'Surname' and 'Email address' into the 'Invite Team Members' section on the 'Team' tab at the top of the dashboard.

This will send an email (example below) to the new user inviting them to join the firm's team on Criteria Hub.

Once the user clicks this link, they will be given access to the platform and part of the team.

Whilst waiting for new users to accept their invitations, you will see the pending invitations on your team page. You can revoke an invitation by clicking on the orange button next to the users name.

In the 'Team Members' section you will see all users in your team with an active Criteria Hub account. There is no limit to the number of users you can have in your team. 

You can have additional team managers which will show in 'Team Admin(s)'. As a reminder, Team Managers can complete all the actions detailed within this help sheet. 

To upgrade a team member to a Team Manager, you will need to contact us via Live chat for us to action your request.

If a team member leaves the firm or no longer requires access to Criteria Hub, you are able to deactivate their account. To make the user inactive simply click on the red 'Deactivate' button by their name. This will instantly close their account and move them into the 'Deactivated Users' section at the bottom of the Team page.

If this button is clicked by mistake or they require access later down the line, you can easily reactivate their account by clicking the green 'Reactive account' button.

As a Team Manager, you are able to see your team's activity on the platform. 

At the top of the dashboard you will see 'Team' - 'Team Stats' 

For each team member you can see their number of:

This data can be exported as a pdf and either printed or saved to your pc.

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