A guide for tenant administrators

Following your migration to Ideagen Hub, the way you manage users has changed. This guide covers everything you need to do — from adding users in the Hub through to assigning their roles and permissions within each product.

Ideagen Hub is now the central place to add, manage, and remove users across all your Ideagen products. All users must be added to the Hub before they can access any product.

Navigating to User Management

1. Log in to Ideagen Hub.

2. Select Ideagen Hub from the top left, then select Admin Console from the navigation menu.

3. The User Management screen displays all users in your organisation.

From here you can search, filter, import, export, create, and edit users. You can also select multiple users to send welcome emails in bulk.

Creating a user

1. Click + Create user.
2. Complete the User details form. You can capture first name, last name, job title, mobile number, assigned role, and authentication type.

3. Click Continue to proceed to Assign apps. Select the Ideagen applications and instances this user should have access to.

4. Click Continue then Save to create the user.

Once a user is created, you can send them a welcome email from the User Management screen so they can set up their login.

Editing or removing a user

1. From the User Management screen, click the edit icon (✏️) next to the user.
2. Update their details or app assignments as needed, then click Save.
3. To remove a user, open the edit panel and deactivate or delete the user.

Once a user has been added to Ideagen Hub, you will need to assign their role within each product. This controls what they can see and do inside that application.

Assurance permissions are managed within Assurance and have not changed. This section covers PolicyConnect and SafeTripBuilder only.

PolicyConnect — Assigning roles and groups

In PolicyConnect, you assign each user a role and, where applicable, to secure content groups.

Steps

1. Log in to PolicyConnect and click the Settings icon (⚙️) in the top right corner.

2. From the left-hand menu, select User Management.

3. Find the user and click Edit.

4. Under Access & Permissions, assign the following:

• Role — select Client User or Group Administrator. All users are assigned the "Client User" role by default
• User Groups — select the secure content group(s) this user should belong to (if applicable)
• Secure Modules — select Board Governance and/or HR Administration if your organisation is subscribed to these modules (if applicable)

5. Click Save.

Repeat for each user. For secure group reassignment after migration, refer to the separate PolicyConnect Secure Groups Reassignment Guide.

SafeTripBuilder — Assigning roles

In SafeTripBuilder, you assign each user a Client ACL Role which determines whether they are a standard user or an administrator.

Steps

1. Log in to SafeTripBuilder and click the Settings icon (⚙️) in the top right corner.

2. From the left-hand Administration menu, select Client Management > Site Users.

3. Find the user and click their User ID to open the edit modal.
4. Under Client ACL Role, select the appropriate role for this user.

5. Click Save.

Repeat for each user until all role assignments are complete.