Capabilities
Provisioning
AccessOwl creates user accounts with the specified roles/permissions during access requests.
Deprovisioning
AccessOwl deletes team members in Customer.io during access revocations.
Prerequisites
- Account Admin access to your Customer.io account, so you can invite the integration account.
Setup
Add Customer.io in AccessOwl
Either add a new application or open Applications and click the +-symbol, then continue.
Invite the integration account as Account Admin
AccessOwl shows you the integration account’s email address. In Customer.io:
- Open Account Settings and go to Team Members.
- Click Invite team member (top right).
- Enter the integration account’s email address.
- Set the role to Account Admin.
- Send the invite.
The integration account needs Account Admin because only Account Admins can create, update, and delete team members across the account. Customer.io does not charge per team member, so the integration account does not add to your bill.
FAQ
The provisioned user never received their invite
The provisioned user never received their invite
Customer.io invites expire after 7 days. Until the invite is accepted, the team member’s last login column shows “Invite sent”, and a “Resend invitation” option is available. Invite emails come from welcome@login.customer.io, so check spam filters if the email never arrived.