Enable Community Hub User Creation With Account Creation

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.

  1. From Setup, enter Custom Metadata Types in the Quick Find box, then select Custom Metadata Types.
  2. Click Manage Records next to Tag for the Community Hub installed package.
  3. Click Edit next to InsertUserWithAccountWIN18.
  4. Select Is Active.
  5. Click Save.