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For: Admins, Managers, and Staff

Understand your account and hubs

One sign-in can belong to several firms' hubs. The Hubs page lists them and opens each hub's Lobby or Admin Panel.

In this article2 sections

Your accountAccount Your single sign-in, which can belong to several hubs and holds your profile and notification choices. is one sign-in, under your email address or phone number, for every hubHub Your law firm's own client portal, with its branding, its team and all of its cases in one place. you belong to. Each firm's hub is separate, with its own cases, people and settings. The Hubs page lists yours.

How it works

Joining a hub. A firm adds you by your email address or phone number, and you're in its hub straight away, with nothing to accept. You have a user typeUser type Whether a hub member is an Admin, a Manager or a User; Admins and Managers can open Admin. in each hub: you can be an Admin in one and a User in another.

Your profile. Your name, language, time zone and other details are kept once, in your account. Each hub keeps a copy of the details it needs, and picks up your changes the next time you open it.

The Hubs page. Hubs lists each hub with its Company Name, Your role in it (Admin, Manager or User) and your Status. Lobby opens the hub's portal, and Admin its Admin PanelAdmin Panel The staff-only side of a hub, opened with the Admin button, where the firm manages cases, users, templates, automations and settings., for Admins and Managers. Search finds a hub by name.

The tabs.

  • Active: hubs you can open.
  • Rejected: hubs you've removed access from, on their Permissions tab. They stop getting your profile changes and sending you emails and notifications. To undo it, choose ⋮, then Permissions, then Approve Access.
  • Disabled: hubs that have disabled you. Opening one says "Your account has been disabled by an administrator". Only that hub can enable you again.

Each hub's settings. ⋮ beside a hub opens its Settings:

TabWhat it's forWho sees it
InfoThe hub's details.Everyone
NotificationsWhich notifications this hub sends you. See Choose which notifications one hub sends you.Everyone, unless you've removed access
PermissionsWhat the hub can see of your profile, and Remove Access.Managers and Users
CalendarYour calendar for this hub. See Connect your calendar to a hub.Admins and Managers

When to use it

Open the Hubs page to move between firms, to change one hub's settings, or to find a hub that's missing. See Switch between hubs, the Lobby and the Admin Panel and Fix a Hubs page that shows no hubs.

Related articles

Understand how a hub worksLearn how your hub fits together, from the Admin Panel your team uses to the Lobby your clients see, and cases, people and roles.Getting startedSwitch between hubs, the Lobby and the Admin PanelMove between your firm's Admin Panel and Lobby, or between hubs, from the top bar or the Hubs page.Getting started · 1 minCreate another hubSet up a new hub for another firm or brand from the Hubs page, then pick a plan and add a payment method.Security & account · 5 min