What Does It Mean to Add Members in CustomerHub?
Adding members is how you bring your customers into CustomerHub so they can log in and access your membership content. You can add members:
One at a time (manual add)
In bulk using a CSV import
After being added, members can be granted access to your membership product so they can begin using your content.
Why Adding Members Matters
Bringing your members into CustomerHub allows you to:
Deliver your membership content
Trigger the product access email
Track member progress and engagement
Provide a seamless onboarding experience
Move members from external platforms into CustomerHub
Whether you’re launching a new membership or migrating from another platform, adding members is a key step.
Two Ways to Add Members
CustomerHub offers two member-adding workflows:
Method 1: Add users manually
Method 2: Import users in bulk using a CSV
Both methods allow you to grant membership access.
Method 1: Add Users Manually
Use this method when adding a few members individually.
Go to Admin → Users
This shows your user directory.
Click the + icon to add a user
This opens the Create New User modal.
Enter the member’s name and email
These fields create their login account.
Create the user
The user is now added to your directory.
Assign membership access
Open the user record, go to Product Access, and give them access to your membership.
Select an optional Onboarding experience and set the Email Notifications
Save your changes
CustomerHub will send the product access notification email (if enabled).
Manual adds are ideal for new signups, test accounts, or small updates.
Method 2: Import Users in Bulk
Use this method when migrating a large group of members from another platform or system.
Go to Admin → Users
This shows your user directory.
Click the horizontal ellipsis and select Import Users
This opens the CSV import workflow.
Upload your CSV file
Your CSV should include columns such as:First Name
Last Name
Email
Any additional data you want to map
Map your CSV fields to CustomerHub fields
Match each column to the correct CustomerHub field.
Complete the import
CustomerHub will create user accounts for all imported members.
Grant product access
After import, assign membership access using the Product Access controls.
(Future enhancement: access may be assignable during import, as noted in your internal workflow.)
Bulk import is designed for migrations, large cohorts, or initial onboarding from external systems.
Assign Membership Access
Whether you add users manually or import them, they must be given access to your membership.
Go to Admin → Users
Open a member’s user record
Go to Product Access
Toggle access for your membership product
Save your changes
This grants membership permissions and triggers the built-in access email if enabled.
How CustomerHub Handles Access Emails
When you grant membership access:
CustomerHub automatically sends the standard product access email
This email includes your app name, logo, product name, and login info
The message is not customizable
Advanced onboarding flows can be used to add additional onboarding emails if needed.
Troubleshooting / FAQ
“Why did the Invite Users step auto-complete before I added users?”
Preview mode generates a temporary admin preview user. Only non-admin users should count for this step. (This is an internal improvement noted in your transcript.)
“Why don’t I see my CSV filename after upload?”
Some UI improvements are planned; however, as long as mapping appears, your file is active.
“Can I assign membership access during user creation?”
Currently access is granted after creation. A future improvement will allow selecting Product Access during Add User.
“What if someone already has an account with my email?”
CustomerHub will not allow duplicates. Update the existing record instead.
“Will imported users receive login emails automatically?”
They will receive the access email once product access is granted.