CustomerHub

Learn how to add multimedia to your content and manage your media library in CustomerHub for a clean, organized experience.

Adding & Managing Multimedia

Get eagle-eye visibility into how your users are engaging with your site and content.

Activity Tracking & Triggers

Track video engagement, control progression, and power automations when a video has been fully watched.

Video Completion Trigger

Collect documents, assignments, or media from your users—right inside your CustomerHub pages.

User File Uploads

Understanding how end users and members access your CustomerHub site.

User Login

Learn how to create a test user, log in like a real member, and verify that your site’s access, navigation, and user experience work exactly as intended.

Test User Setup - Verify Your Site Experience

See how users navigate your hub and interact with features like the dashboard, library, feed, and filebox — plus how you can preview it all as an admin.

User Navigation and Previewing Your Hub

Enable and manage user comments to encourage engagement and community interaction.

User Comments

This guide walks through all admin tools for managing users in CustomerHub, including viewing activity, editing a user record, assigning permissions, importing/exporting users, and performing bulk actions.

User Management

Help users regain access to their CustomerHub account quickly and securely.

Reset a User Password

This article outlines all email notifications sent from CustomerHub to your users on your behalf.

User Email Notifications

Learn how to use Segments to group products, onboarding experiences, and files so you can manage user access in one place.

How to Use Segments to Manage Access in CustomerHub

Admin Dashboard & Notifications

Effortlessly expand your team! 🚀 Learn how to invite a new admin to your CustomerHub account in just a few clicks and streamline your workflow today.

Invite New Admin Users

Learn how to pay invoices, add or update a credit card, and more...

Manage your CustomerHub account

Understanding Engagement & Activity Pulse

Manage multimedia storage with confidence, control how storage is allocated across your account and among individual users.

Admin Storage Plans

Control how content is delivered, manage user access and activity, and customize the admin experience to fit your needs.

User Experience & Admin Tools

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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