Adding & Inviting New Members

Efficiently growing your team is pivotal to scaling your business operations. Our guide on “Adding a New Team Member in WarrantyHub” provides a straightforward process to incorporate new staff into your system. It ensures they receive the appropriate access and tools from day one, facilitating a seamless integration into your company’s workflow and culture.

Navigate to Settings: #

  • Log into your WarrantyHub account.
  • On the dashboard’s sidebar menu, locate and click on the ‘Settings’ option (indicated by a gear icon).
  • Or, you can click on your user profile icon in the top right and then navigate to settings.

 

Access the Team Management Section: #

  • Inside the Settings, you’ll find various options for account management.
  • Click on ‘Team’ to manage your existing team and their roles/permissions.

 

Add New Member: #

  • In the Team section, click on the ‘Add Member’ button to start the process of adding a new team member.

 

Enter Member Details: #

  • A form will appear where you can enter the new member’s details:
    • Role: Select the role from the dropdown menu that best fits the new member’s position.
    • Full Name: Enter the full name of the new team member.
    • Email: Provide the email address of the new member. This will be used for their account login and notifications.
    • Phone: Input the phone number of the new team member.

The system will generate a random password, which will be emailed to the new member. Ensure that the email address entered is correct, as they will need this password to log in.

Save and Invite Member: #

  • Once all the details are filled in, click ‘Save’ to add the new member to your team.
  • The new member will receive an email invitation to join the WarrantyHub team, including instructions on how to set their password if they wish to change the one provided.

Make sure to inform the new member to check their email for the invitation and to follow the instructions to set up their account. If they encounter any issues, they should contact the administrator (you or the relevant person) for further assistance.

Updated on January 8, 2024

$160M

In Contracts Under Management 

44%

Reduction in Claim Handling Time

#1

Fastest Growing Warranty Platform

YOU HAVE QUESTIONS, WE HAVE ANSWERS

Frequently Asked Questions

Can WarrantyHub integrate with my existing systems?

Yes, we sure can! If your current service has an API, our tech team can link it up with WarrantyHub, no sweat.

Can WarrantyHub match my current workflow?

You bet. Our platform molds to your workflow. It’s like a software chameleon, blending into your claim process, customer journey, and more.

Can you handle migrating my existing database?

Absolutely. Our team takes care of all the heavy lifting. You’ll switch over smoothly, without losing any service quality.

Is WarrantyHub suitable for my unique business model?

Yes, indeed! We’ve designed our software to scale with your needs. We’re always updating it to suit different business types, big or small.

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