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How to give new franchisees access to relevant Knowledge Base articles

When changes to the team occur, we need to make sure the right people have access to the Knowledge Base using the Memberships function and amending the Access Groups. Here's how to do it.

From Hubspot, select Content, then Memberships.

Here you will see the access groups we currently have – Head Office, Franchisees and Instructors.

To add new members, they first need to be added as a contact to the system (you can do this from CRM then Contacts, Create Contact).

Once they are a contact on the system, you can Add members to your chosen access group by following the step by step instructions below.

  1. Select Add members
  2. Ignore the first page and select Next
  3. Search for the relevant contact using the drop down list

  4. Select Next, then Update group