Learn how to add and manage Hub users as Advisors from the Hub or from within a Spoke
Table of Contents:
- Invite Advisors from the Hub and Provide Access
- Invite Advisors from within a Spoke
- Accept an Invitation as an Advisor
- Remove an Advisor from your Team
- Manage Advisor Permissions within a Spoke
- Limitations of Advisor Access
Invite Advisors from the Hub and Provide Access
An individual who is to be an advisor for a spoke must be added as a user at the hub level of your tenant. For reference, this article will explain how to create new users, and this link will provide more information on user and role permissions.
Navigate to Spokes within the Hub and click on the name of the relevant Spoke to which you wish to add an advisor.
From here, click the Advisor tab and select + Invite Advisor at the bottom of the screen.
Enter the Hub user's name and click Invite to add them to the Spoke.
Invite Advisors from within a Spoke
From inside the spoke's dashboard, navigate to the Administration module and select Users (1).
This Users tab is different from normal Users tabs as it allows administrators the ability to manage both client Users and Hub Advisors.
To add an Advisor, navigate to the Advisor tab (2) and click Invite Advisor (3).
Please note: This is the step where you need to ensure that the advisor to be added already exists in the Hub team as a user. If they do not, you will see an error stating that the email does not exist.
Accept an Invitation as an Advisor
As an Advisor, you will receive an email invitation with a link.
Once you select the Accept Invitation button, you will be taken to the sign-in page with your Hub team name pre-populated. Login in using your credentials.
After logging in, you will be directed to the Spokes screen, which displays your list of spokes. Next to the name of the company that invited you in the Spoke Access column, a link will appear that says Accept Invitation. Click on the link to accept the invitation.
After accepting the invitation, the link will change to Log in to [Team Name]. To Access the team, simply click on the Log in to [Team Name] button and you can then log into the team as an Advisor.
To navigate back to your Hub, click on Navigate to [Hub team].
Remove an Advisor from your Team
You can also revoke an invitation for an Advisor at any time. Select the Advisors tab, click on the Advisor you wish to remove, and then click on the vertical elipses to the far right and select Remove Access.
You will be prompted to confirm this action.
Manage Advisor Permissions within a Spoke
The level of access Hub Advisors have within a spoke can be managed via the Administration Section within the spoke. When logged into the spoke, navigate to Administration > Roles. Select and edit the Advisor role.
From here, Advisor permissions can be managed to ensure they have the appropriate level of access.
You can also manage access permissions on an individual basis for Advisors. To do this, navigate to Administration > Users and select the Advisor tab.
From here, select the relevant Advisor and click Permissions. This will open the Manage Permissions page for just that Advisor.
Limitations of Advisor Access
By default, Advisors have the same level of access to a Spoke as Spoke Administrators. As detailed above, this can be altered via changes to the Advisor role.
There are some notable limitations for this type of access:
- Advisors are not able to login directly to the Spoke - Advisors must first login to the Hub and then navigate to the Spoke
- Advisors are not able to impersonate Spoke users - this can only be done by Spoke Administrators
- Advisors are not affected by SSO configured for the Spoke - they are subject to Single Sign-On and other security settings applied to the Hub