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How Do I Manually Give Access or Add a Customer to a Product?

Grant free product access from Customers, explain how new customers claim it, and arrange support-assisted imports when needed.

Grant free access to a customer

  1. Open Customers in your WithMe dashboard.

  2. Click Add Customer.

  3. Select the product type and product.

  4. Choose Single email to enter the customer’s email address, then use Add Customer to grant access. Choose Upload CSV to bulk-add customers or leads instead.

Let the customer know

Tell the customer how to access the product, either directly or through an email you send. Do not assume that adding access has delivered an email to them.

If the customer has not created a WithMe account, they need to sign up using the same email address you added. Their invitation grants the product access when they complete signup. Existing customers can use their account to access the product.

If you need support

Send support the customer’s email address and identify the product they should access. For multiple customers, use the Upload CSV option in the Add Customer modal to bulk-add them yourself.

When the access setup or import is complete, share the access instructions supplied for those customers. Do not assume that the result will be a CSV of temporary passwords.

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