User Management and Seats

This guide details how to manage users within your OnceHub account, including accessing user management and understanding the available administrative options.

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Accessing User Management

Navigate to Users:

1. Click on the gear icon located in the top right corner.
2. Select Users from the dropdown menu.

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Adding New Users to Your Account

To invite new users to join your account:

• Click the Add Users button.
• While inviting users, you will be taken through the following steps:
  1. Assign them a role (e.g., Administrator, Team Manager, etc.).
  2. Allocate a seat if they will be engaging with guests.
  3. (Optional) Add them to a specific team.
  4. (Optional) Associate them to User Attributes.
  5. Confirm the user details and send email invitations.

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Managing Existing Users

To manage the profiles of existing users, locate the three dots (…) next to the user’s name. This will bring up the following options:

• Edit user profile

  • This allows you to change their profile settings such as their User notifications and Availability.

• Edit Role

  • This allows you to change the role currently assigned to the user, based on their responsibilities. For more information on user roles, please check our Roles Overview article.

• Delete user

  • This allows you to permanently remove a user from the account. Note that this action is irreversible.

• Resend Invitation

  • If a user has not signed in within 24 hours of being invited, you can use this option to resend their invitation.

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Frequently Asked Questions

What happens when a user is deleted?

• All of the user’s objects are transferred to the Account Owner.
• All of the user’s Booking Calendars are unpublished.
• Any assigned seat becomes available for reassignment.
• Existing bookings and their linked calendar events remain unaffected.

Do all users require a seat?

No, only users who will be engaging with guests require an assigned seat. Users who only perform administrative tasks in the account do not require a seat.

Can you update users without needing to log into OnceHub?

Yes, you can also update users through our API.