Members and Permissions

Articles

 Customize Your Customerhub Member Website
Follow the instructions below to: Upload your company logo Change the company name in the header Choose your theme Customize your theme   To Upload or Change Your Company Logo, Go to Settings > Customize Theme > logo. ...
Keep Customerhub Content And Members Organized
As the amount of content you deliver through CustomerHub grows, a good organization system will become increasingly important. You can define global folders and use them to filter the CustomerHub member or content lists. You might define folders by ...
Manage Your Customerhub Members
Introduction There are two primary aspects to a CustomerHub membership site or customer portal: Website Content : CustomerHub is a hosted website solution that allows you to deliver content through a secure, password-protected website. You log...
 Register A New Customerhub Member
The Campaign Builder includes an Add to CustomerHub icon to make it easy to integrate CustomerHub with the Campaign Builder. Please note that this feature requires a CustomerHub license.   Sign into your Infusionsoft account and go to ...
Give Members Access To A Partial
Partial permissions are based on member groups. Each partial can be merged into multiple pages of your CustomerHub website. This makes it easier to manage repetitive updates, promote additional products, or upsell members on appropriate pages. Membe...
Give Members Access To A Customerhub Page
Permission to view a page is defined by what member group the visitor belongs to. Member groups can can be created in advance, and then assigned to a Page, or they can be created "on the fly" when you are configuring page permissions. Go...
 Create A Member Group To Access Customerhub Content
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Restrict Access To Page And Partial Content
What people see when they log into your CustomerHub website is determined by one of the following criteria: Member Groups Previously, you could only choose one member group (permission) to be assigned to each permissionable element in CustomerHu...
Manually Give Members Access To Your Customerhub Website
There are several steps involved in granting a customer or new member access to your CustomerHub website. However, the tight integration between CustomerHub and Infusionsoft allows you to automate the process so that you don't need to manage it ...
Test Your Customerhub Access Permissions
Two common areas that may require troubleshooting are: Website Content Displayed This factor is completely controlled through CustomerHub Permissions. These determines what appears in the member's main and subpage menu (Pages) as well as whi...
How Your Customers Manage Their Billing And Account Information With Customerhub
CustomerHub comes pre-loaded with account management pages that integrate with the Infusionsoft subscriptions, invoices, and credit card billing functions. Important ! These pages are hidden by default. You will need to click on a page link to ed...
How Members Automatically Cancel Their Own Membership
If you have a large number of members using your CustomerHub website, you may prefer to have them cancel their own membership to reduce the amount of manual work involved in canceling memberships personally. You can automate the cancellation process...
Deactivate A CustomerHub Member
CustomerHub is tightly integrated with your Infusionsoft application. The access permissions you set up in CustomerHub are based on the tags and active subscriptions on members' Infusionsoft contact records. You can automatically disab...
Automatically Reactivate A Customerhub Member When They Pay Their Balance
When a member receives notification that one of their CustomerHub memberships has been deactivated, they may decide to pay their outstanding balance and reinstate their membership status. When this happens, you need to make sure that their Infusions...
Batch Assign CustomerHub Passwords To Your Existing Customers
When you launch your customer portal, you may want to batch assign passwords to all of your customers so they will be able to access the site without self-registering. You can batch register them as members, or register them as part of your automate...
Forgot Password Process For Members
If a Member has forgotten their password, they can reset it using the forgot password option on your Sign-In page. Click the forgot my password link on your sign-in page Enter the email address you used when you signed up and click Send . ...