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User permissions

Learn how to manually or automatically gave a user access to your products.

Updated over a week ago

Manually give a user access to CustomerHub

  • Go to Users

  • Click the blue Add icon in the top right

  • Enter the User Name and Email

  • Click CREATE

After creating your User, select the relevant products from the Product Access drop-down. Don't forget to SAVE when making any product access changes.

Automate User access to CustomerHub

Automating a user's access requires a CustomerHub connector. If you use Keap or ActiveCampaign, you can automatically add a new customer or prospect using your existing sales and marketing follow-up (ie. campaigns or automation). Just apply the product-specific tag and CustomerHub does the rest. To learn more, check out the specific connector guides below.

Automatically notify a Users

CustomerHub knows how valuable first impressions and ongoing customer support is for creating loyal, happy customers. We make it easier than ever to notify your new and existing users when they get product access.

Whenever you grant product access to a user, CustomerHub will send either a Product-specific email or a Generic New User email.

NOTE: If the user is new to CustomerHub we will prompt them to create a new password. Existing users will automatically be logged in when they click the email link and taken directly to the product the notice is referencing.

Product Specific Emails

By default, each product will send an email to your new or existing users when they get access.

PRO TIP: For each product a user is given access to, an access email will be sent unless you disable the notice in product settings.

To disable a product sending access notifications go to that specific Product Settings tab and disable the Access email setting. Click SAVE when complete.

Generic New User Email

By default, the generic new user email is disabled and is ONLY sent for newly created users IF it's enabled. Existing users will only get the Product Specific Emails for each product that has notifications enabled.

Branding the Access Emails

To add a logo to the User Access emails. Go to Settings > Brand Center and add a logo for your access emails.

Can I edit the access emails sent to users?

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

Generic Email Example

Product-specific Email Example

NOTE: Product-specific emails include the Product name in the subject and body of the email.

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