Editing the Customer Hub

To Edit a Customer Hub’s details, you will need to follow the below steps:

  1. Log into the Puzzel Case Management portal
  2. Navigate to Settings from the top-bar menu
  3. Hover over Integrations from the drop-down menu
  4. Click on Customer Hub
  5. Click the “Edit” button under Actions

The Customer Hub details section will then appear on screen.

These will be broken down into 4 sections:

  1. Customer Hub Configuration, allowing users to configure key information for their Customer Hub
  2. A customisation section, enabling you to edit many elements of your Customer Hub
  3. A section to edit the brand logo for your Sign-in & Contact us page
  4. A section where you can choose your Customer Hub’s theme

On the top right side of the Customer Hub Channel panel there is the option to view in full screen or change the colour of the panel’s backdrop to colour code them.

Once the changes are implemented, you can click the Save button at the bottom left side of the panel.

If using a custom URL for your Customer Hub.  Then, you will need to contact Puzzel Support to obtain DNS records which should be added to your domain.


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