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.
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From Setup, enter
Custom Metadata Typesin theQuick Findbox, then select Custom Metadata Types. -
Click Manage Records next to Tag for the Community Hub installed package.
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Click Edit next to InsertUserWithAccountWIN18.
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Select
Is Active. -
Click Save.