Administrators can save your staff's time and ensure individuals can log into Community Hub by automating the account and user creation process.
By default, when a company manager creates a new individual from the company roster in Community Hub or staff create an account in Staff View, a user record is not created along with the account. Administrators can set Nimble AMS to create a user record when an account is created with
Person Email populated.
- From Setup, enter
Custom Metadata Typesin the
Quick Findbox, then select Custom Metadata Types.
- Click Manage Records next to Tag for the Community Hub installed package.
- Click Edit next to InsertUserWithAccountWIN18.
- Click Save.