How can other users join your Pascal account

After the Pascal app is installed in your HubSpot environment, all users in your HubSpot environment can start viewing and using the Screening overview and Screening resolvement cards.

When someone who does not yet have a Pascal account, opens a contact or company with a linked case or creates a case for that record, an account will automatically be created in Pascal for this person.

If the user would like to navigate to Pascal they can use the HubSpot Screening resolvement and Screening overview cards to do so. Via these HubSpot links they will have direct access to the linked Pascal case of the record. As these users do not have a password set yet, loggin in to the system directly via the login page is only possible after setting a password via the below steps:

1. Press the Forgot password? button on the login screen of Pascal.
2. Enter your email address and select the Reset button.
3. An email will be sent to your email address.
4. From this email, you can activate your account by setting a new password.

Disable automatic user creation

By default the Pascal app setting Automatic user sync is turned on. If preferred, this setting can be turned off. Allowing you to control which users are able to navigate to Pascal and view case details. Only users which are manually added on the page Users & groups in Pascal, will be able to go to Pascal.

To navigate to this setting:

1. Press the settings gear in the top bar.
2. Under Integrations, click on Connected Apps.
3. In the list of Connected Apps, click on Pascal.
4. Click on the Settings tab.
5. Turn the setting Automatic user sync off in the Integration Settings section.