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πŸ‘₯ Step 1: Add Your Team

User Management & Organization

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Written by Kyler Terry
Updated over 2 months ago

Easily add new users, manage roles, set permissions, and structure your organization in NomoHub.

🚢 Step 1: Access Admin Settings

  • Log in to your account.

  • Click the hamburger menu (top left).

  • Select Admin from the menu.


πŸ‘₯ Step 2: Add New Users

  • In the Team Manager, go to the Users section.

  • Click Create User.

  • Enter the user’s details (name, email, etc.).

  • Select a Permission Level (default is Sales Rep).

    • Other options: Office Manager, Divisional Manager, Regional Manager, Full Permissions (Dealer Admin).

  • Assign the user to an Office (covered in Step 5).

  • Click Save & Exit.

➑️ The system will auto-generate a password and email it to the user.


πŸ› οΈ Step 3: Manage Existing Users
From the Users section, click on any user to:

  • Edit their information

  • Reset Password (sends a new password email)

  • Deactivate the user (keeps history but removes access)

  • Delete the user (permanently removes them)


πŸ” Step 4: Edit Roles & Permissions

  • Go to the Permissions section under Admin.

  • Default roles include:

    • Sales Rep – lowest access

    • Office Manager – manages all reps in their office

    • Regional Manager – manages multiple offices in a region

    • Divisional Manager – manages all offices in a division

    • Full Permissions – full access, same as account owner/admin

You can:

  • Click into a role to review and customize permissions (toggle access on/off).

  • Create a new custom role if needed.


🏒 Step 5: Set Up Your Organizational Structure

  • Navigate to the Org Structure section in Admin.

  • Default Division β†’ Region β†’ Office levels are provided.

  • To add more:

    • Click Add New.

    • Enter a Title for the new region, division, or office.

    • Click Save.

➑️ Example setup:

  • Division: East Coast

    • Region: Florida

      • Offices: Miami, Orlando

Permissions and visibility flow downward:

  • Reps see their own accounts.

  • Office Managers see their reps.

  • Divisional Managers see all offices in their division.

  • Regional Managers see all divisions/offices in their region.


πŸ’¬ Need Help?
Our support team is always here to help! You can reach us via:

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