Add and Edit Users in the Shift4 Customer Hub

Add a User in the Shift4 Customer Hub

1. Log in to the Customer Hub.
2. Select Profile > Users from the left navigation menu.
   
3. Select the + icon.
   
   
4. Enter the details for the user's First Name, Last Name, and Email address.
5. Toggle the Active option to the right. 
   
6. Place a check in the box next to each location that this user has access to within the Customer Hub.
   
7. Place a check in the box next to any permissions that you would like the user to have, or select a previously saved Permissions Template to apply those permissions instead.
   Note: Select the arrow (>) to expand a selection and select the down-arrow (V) to close the group. To review all the permissions within the Shift4 Customer Hub, refer to the Shift4 Customer Hub Permissions Overview article.
   
8. Select Update or Save As Template.
   Note: You can save these permissions as a template so that you can quickly apply them to another user later. Select Save As Template to save the current permission settings for reuse.
9. Select Create when ready to add the user.

Edit a User in the Shift4 Customer Hub

1. Log in to the Customer Hub.
2. Select Profile > Users from the left navigation panel.
3. Select the user you want to edit. The Edit User window opens.
4. Update the user's First Name, Last Name, Email, locations, or permissions as needed.
   
5. Select Save.

Can You Clone a User's Permissions?

The Shift4 Customer Hub does not have a direct user-cloning feature. However, you can save a user's permissions as a template in step 8, then apply that template to a new user in step 7.