Custr

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.

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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