🔗 Quick Links
👥 User Management Overview
The Users section of your admin dashboard lets you view, manage, and track all users in your CustomerHub site.
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
📆 User Date Range Filter
The Users page includes a date range filter to help you locate users based on when they signed up.
How to Use It
Navigate to the Users page
Click the filter icon in the top-right of the user list
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.
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.
How to Delete in Bulk
Go to the Users page
Use the checkboxes to select multiple users
Click the "Delete" option at the top of the list
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.
How to Import Users
Go to the Users page
Click the ellipses symbol (⋮) and select "Import CSV"
Upload your CSV file and follow the prompts
How to Export Users
Apply any filters you want (e.g., date range)
Click the ellipses symbol (⋮) and select "Export CSV"
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 profile that includes six main tabs:
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
Onboarding: Assign an onboarding experience
Email Notifications: Toggle individual notification settings for:
Product update notifications
Sends an email when you manually send a product update notification.
Post access notifications
Sends an email when you create a new post that a user has access too.
Comment reply notifications
Sends an email when someone replies to one of their comments.
Onboarding reminders
Sends an email when the user has access to an incomplete onboarding experience.
Connector Info: View how each connector interacts with the user and the sync status for each connected app (e.g., Stripe, Zapier, Keap, Zoom, ActiveCampaign)
2. About Tab
Avatar URL or Upload Image: Displayed in directories and comments
Phone and Website fields
Social Media Links: Instagram, Facebook, X (Twitter), LinkedIn
Bio: Short personal description (up to 500 characters)
3. Activities Tab
Shows a chronological list of activities associated with the user
Types of activities include:
Product access granted or removed
Onboarding assigned
Task Completions
Log Ins
Comments
Filters:
By Type (e.g., onboarding, product)
By Product
By Date Range
4. Onboarding Tab
Displays current onboarding experiences assigned to the user
Shows progress percentage and the creator of the onboarding flow
Clicking the down arrow expands and shows the full onboarding view for that experience
Clicking the right arrow button let's you add a note about the onboarding experience that can notify the user by checking the "Notify User" checkbox.
5. 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
Filters available by name, type, or role
(Outlined red on image) Send an email notification, download, or delete the file from here.
6. Notes Tab
Notes can be searched, filtered, edited, or deleted
Add private notes visible only to admins
Each note includes a title, description, timestamp, and optional filters
Share a note to notify and make it available to the user
Pin a note to add it to the top of the users 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:
Method 1: Manually Grant Access
Go to the Users page in your Admin Dashboard
Click on a user’s name to open their record
Go to the General tab
Click the Product Access drop-down then select a product or collection
Save the user record
Once the record saved, the user will have access immediately.
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.
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.
Use these tools to streamline user management and keep your CustomerHub site organized and up to date.