Custr

An introductory guide for admins to set up, manage, and oversee the system effectively.

Getting Started

Follow these steps to set up your Custr platform and start managing your system.

Getting Started with Custr ⭐️

Access your Custr dashboard to manage users, devices, and activity in real time.

Logging into your Dashboard

Learn how to add employees to your Custr Employee Directory and, if required, enable Account Access for the Dashboard and Companion App.

Adding Employees

Control what users can see and do in Custr by assigning roles and permissions.

Roles & Permissions

Learn what Account Access is, when it should be enabled, and how it allows employees to log into the Custr Dashboard and Companion App.

What is Account Access?

Learn how notifications are triggered in Custr and how to ensure the right users are informed.

How Notifications Work in Custr

Learn how to customise email notifications in Custr, including both email content and who receives them.

Configuring Email Notifications

Step-by-step instructions to help you configure and launch your system with ease.

Platform Setup

Learn what the Custr Companion App is, how it works, and when to use it.

What is the Custr Companion App?

Learn how to download the Custr Companion App on iOS and Android devices.

Downloading the Custr Companion App

Understand the difference between Companion App access and dashboard access in Custr, and how roles and permissions affect what users can see

Companion App Access vs Dashboard Access

Step-by-step instructions to help you download and use the Companion App.

Companion App

Learn how to download the Custr Check-In app on your iPad and prepare it for use.

Downloading the Custr Check-In App (iPad)

Learn how to connect an iPad device to your Custr dashboard for Check-In.

Adding a Device to Your Dashboard

Learn how to enable Guided Access on your iPad to lock the device to the Custr Check-In app.

Enabling Guided Access on an iPad

A step-by-step guide to help you successfully onboard and launch Custr Check-In.

Devices Setup

Learn how to reset your Custr account password and regain access to your dashboard or Companion App.

Resetting your Password

Learn why different users may see different features in Custr and how roles and permissions affect access.

Why Do Users See Different Features in Custr?

Learn how to enable Two-Factor Authentication (2FA) in Custr and understand the difference between user-enabled and enforced 2FA.

Two-Factor Authentication (2FA)

Manage how long information is stored within Custr and automatically remove data that is no longer required.

Data Retention

Learn more about account access for the Custr Dashboard

Account & Security

Custr Dashboard

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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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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