Check out the short video regarding managing users.
Tracking User log-ins
Track user logins on the admin dashboard, user list, and records.
User list:
User record:
Navigate to a User's record and click the Activities tab.
Filter by login type
Review the list of all log-in instances or this User.
NOTE: The login date and time are based on your local browser's time setting. The user's IP address is tracked based on the user's local device IP address. Tracking the IP address is subject to the user's tracking permissions. Some IPs may not be collected due to Ad Blockers and VPN or DNS services used by the user.
Invite a new test User
Frequently Asked Questions
How do I add new users to CustomerHub from another system?
Connect CustomerHub to the other system using a connector.
Create a product
Apply that new product tag to your contacts in the other system**.
A secure password email will be sent to the user by CustomerHub immediately.
How do I remove a user's access to a product?
Remove the product from the user record in CustomerHub OR tag from the contact in the other system.**
How does CustomerHub sync data changes to a user's name or email?
We synchronize changes in both directions for user names, emails, and product access**.
** Syncing user data from a system to CustomerHub may take up to 3-5 mins. Syncing data from CustomerHub to other systems is immediate.
NOTE: Sync is based on email address ONLY. If you have duplicate contacts in your CRM we sync with the first contact with a matching email.