Knowledge Base: Password management

This article will help you understand the password management interactions between CustomerHub and Infusionsoft.

How does it work?

1. When a new user is registered, CustomerHub will automatically look at the 'password' field in the person's Infusionsoft record (under 'Additional Information' tab). If a value is found in that field, CustomerHub will automatically use that for the initial password. Otherwise, a password will be automatically assigned by CustomerHub.
2. Password is stored in CustomerHub and passed to the Infusionsoft 'password' field for internal reference and usage in email merge fields. Log in authentication utilizes the password stored in CustomerHub, NOT the 'password' field in Infusionsoft (in other words, you can't change the customer's password in Infusionsoft - instead it has to be changed by the customer inside CustomerHub)
3. Be default, passwords will NOT be sent to users by CustomerHub. You have to specify in your Infusionsoft registration action set whether you want Infusionsoft or CustomerHub to send the user log in information.
4. If a customer resets or changes their password in CustomerHub then CustomerHub will pass the new password to the 'password' field in the Infusionsoft person record (under 'Additional Information' tab).

If you have additional questions about password management, please ask here.