Check out the short video regarding managing users.

How to invite new users:

Can I edit the content of the invite email sent to new users?

At this time you can not edit the email. However you can edit the FROM: email address. Go to Settings > App Settings > Support Email Address

How do I add new users to CustomerHub from another system?

  1. Connect CustomerHub to the other system using a connector.

  2. Create a product

  3. Apply that new product tag to your contacts in the other system**.

  4. 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 do a bi-directional sync of any changes to a users name, email, and/or 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.

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.

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