Custr

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

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.

Set up your account

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

Ship something

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

Connect your stack

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

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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