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User Management

Everything you can do from the Users page — filter by signup date, bulk delete, import and export users by CSV, edit a user record, and work with the Segments tab.

👥 User Management Overview

The Users section of your admin dashboard lets you view, manage, and track all users in your CustomerHub site.
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What You Can Do from the Users Page

  • View all users who have created an account on your site

  • See last login timestamps for each user

  • Filter users by signup date

  • Import/Export Users

  • Bulk delete selected users

  • Click any user's name to open their detailed user record

  • Switch between the ALL tab (all users) and the SEGMENTS tab (view and manage segments)

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The SEGMENTS tab lets you view and manage your user segments at a glance.

📆 User Date Range Filter

The Users page includes a date range filter to help you locate users based on when they signed up.

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How to Use It

  1. Navigate to the Users page

  2. Click the filter icon in the top-right of the user list

  3. Choose a start and end date for the filter

Your user list will update automatically to reflect only those who joined during the selected timeframe.

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Common Use Cases

  • Reviewing recent signups

  • Viewing a specific date range of users who joined

  • Reviewing users that have access to a specific product

  • Identifying inactive users over time

  • Preparing for a bulk action or cleanup

🗑️ Bulk Delete Users

You can remove multiple users at once from your site using the bulk delete feature.

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How to Delete in Bulk

  1. Go to the Users page

  2. Use the checkboxes to select multiple users

  3. Click the "Delete" option at the top of the list

  4. Confirm your action

What Happens When You Delete Users

  • Their login access is revoked immediately

  • They are removed from your admin dashboard

  • Any product access is also removed

⚠️ Warning: This action is permanent and cannot be undone. Export your user list before deleting if you need a backup.

📤 Import & Export Users via CSV

CustomerHub lets you import new users or export your existing user list using CSV files.

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How to Import Users

  1. Go to the Users page

  2. Click the ellipses symbol (⋮) and select "Import CSV"

  3. Upload your CSV file and follow the prompts

How to Export Users

  1. Apply any filters you want (e.g., date range)

  2. Click the ellipses symbol (⋮) and select "Export CSV"

  3. A CSV file will download with the selected user list

This is useful for migrating users or keeping external records.

⚠️ NOTE: Users must be selected in order to export a CSV file.

✏️ Editing a User Record

Each user has a detailed profile with eight main tabs:
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1. General Tab

  • First Name / Last Name: Edit the user's displayed name

  • Email: Update the user's login email address

  • Product Access: Grant or remove access to specific products or collections

  • Journeys: Assign a journey experience to the user

  • Segments: Add the user to one or more segments

2. About Tab

  • Bio: Rich text personal description with formatting options (bold, italic, underline, lists, links, text color)

  • Achievements: View badges and achievements the user has earned

  • Social Media Links: Instagram, Facebook, X (Twitter), LinkedIn

3. Settings Tab

  • Email Notifications: Toggle individual notification settings for:

    • Product update notifications

    • Post access notifications

    • Comment reply notifications

    • Journey reminders

  • Connector Info: View how each connector interacts with the user and the sync status for each connected app (e.g., Keap, Zapier, ActiveCampaign)

4. Activities Tab

  • User Activity Pulse: A heatmap showing the user's activity over the last 30 days, color-coded from none to very high

  • Shows a chronological list of activities associated with the user

    • Types of activities include:

      • Product access granted or removed

      • Journey assigned

      • Task Completions

      • Log Ins

      • Comments

  • Filters:

    • By Type (e.g., journey, product)

    • By Product

    • By Date Range

5. Journeys Tab

  • Displays all journeys assigned to the user in a table format

  • Shows the journey name, creator, progress percentage, start date, and completion date

  • Click the expand arrow to view the full journey details

  • Click the notes icon to add a note about the journey that can notify the user

6. Filebox Tab

  • One-on-one file sharing area between admin and user

  • Upload files directly for the user

  • View, rename, delete, or download shared files

  • Search and filter by name or type

7. Custom Fields Tab

  • Displays custom fields synced from connected services (e.g., Keap CRM)

  • Fields are organized by connector with a table showing Field Name, Value, and Merge Field

  • Merge field values (e.g., {{ user.keap.birthday }}) can be used in your content

8. Notes Tab

  • Add private notes visible only to admins

  • Notes can be searched, filtered, edited, or deleted

  • Each note includes a title, description, and timestamp

    • Share a note to notify and make it available to the user

    • Pin a note to add it to the top of the user's dashboard

  • Add Comments for admins or users to view that are related to the note

🔐 User Permissions

CustomerHub gives you two ways to assign product access:

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Method 1: Manually Grant Access

  1. Go to the Users page in your Admin Dashboard

  2. Click on a user's name to open their record

  3. Go to the General tab

  4. Click the Product Access drop-down then select a product or collection

  5. Save the user record


Once the record saved, the user will have access immediately.

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Method 2: Automated Access via Connectors

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.

Active Campaign Connector Guide

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Keap Connector Guide

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Zapier Connector Guide
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Automatically Notify 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.

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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.

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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.
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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.

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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.
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​Can I edit the access emails sent to users?

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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

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Generic Email Example

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Product-specific Email Example

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

Use these tools to streamline user management and keep your CustomerHub site organized and up to date.

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