How to invite new users:
How do I add new users to CustomerHub from another system?
- Connect CustomerHub to Keap.
- Create a product
- Apply that new product tag to your contacts in Keap**.
- 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 OR tag from contact in ISK**
How does CH 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 Keap to CustomerHub takes approx. 3-5 mins. Syncing data from CustomerHub to Keap 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.