Summary:

This feature will allow a Customer Support user to create a new user account that is connected to a client account.

Usage:

The ‘New User’ button once clicked, will open a modal titled ‘General Profile.’ This modal can then be filled out with all the information that is required for account creation. The information that needs to be entered is the same as the information listed in the ‘General Profile’ on any existing user record.

For more details on this information, please see the User Records section of this ReadMe document.

The one additional data field on the form is titled ‘Associated Account’ which opens a drop-down menu and will list all of the client accounts on the application. A Customer Support user can select which account that the new user will be connected with. There are three checkboxes at the bottom of the modal which can be checked on or off that designate when the new user is created, will that user have a corresponding HubSpot contact and a Stripe customer record. The last checkbox will designate if the new user is an active or inactive account.