Want to give your customers access to your products or community? It’s easy! This guide walks you through adding users, giving access, and removing access—all in simple steps 😉.
1️⃣ Add a New Customer and Give Access
Follow these steps to grant access to a product—free or paid:
Go to the Customers tab in your Hub.
Click the ➕ Add Customer button at the top right corner.
Select Product Type from the dropdown (Membership, Course, Digital Product, Community, etc.).
✅ Only the product types you have on your page will appear in this list.
Choose the specific Product you want to give access to.
📝 A list of all the products you have under that type will appear.
⚠️ Only paid products will show here. Products set as free won’t appear.
Enter the Customer’s Email Address.
Click Add Access ✅.
💌 What happens next:
An invitation is created.
The customer will gain access once they sign up using the email you provided.
You’ll see the status of this customer as “Pending”, meaning they haven’t created an account yet and access is still waiting.
🧑💻How the Customer Claims Access
The customer needs to create an account using the email you added:
Go to withme.so/register 🌐
Sign up with the email you added ✉️
Access is automatically granted 🎉
2️⃣ Add Access for Existing Customers
Already have the customer in your list? No problem! Here’s how to give them access to more products:
Click Customers from the left-hand menu.
Find the customer in the list 🔍
Click the three dots ⋮ on the right of their tile and choose Add New Product.
Select the Product Type and the Product.
Click Add Product ✅
🎊 Done! The customer now has access to the new product.
3️⃣ Import Customers in Bulk (via CSV)
If you need to add multiple customers at once:
Forward us your CSV file of member emails.
We’ll import them into the system and grant access to the product.
Once done, we’ll provide you with a CSV file containing member emails and temporary passwords.
You can share the passwords with members, or simply instruct them to reset via “Forgot Password.”
4️⃣ Remove Customer Access
Need to remove a customer’s access? Follow these steps carefully:
Go to Customers from the left-hand menu.
Find the customer in your list 🔍
Click the three dots ⋮ and select Remove User from this Product.
Confirm by clicking Remove Access ❌
✅ “Access Removed” confirmation will appear on the screen.
Important Notes:
If the customer has access to multiple products, click the small arrow next to Multiple Products ⬇️ to see the list. Then click the three dots ⋮ next to the product you want to remove.
Removing access is permanent. The customer loses access immediately and cannot undo this action ⚠️
🎯 Tip: Always double-check the customer’s email before granting or removing access—this prevents mistakes and ensures a smooth experience for both you and your customer!