Users Table in Hook
The Users table brings together the people at your customers in one place. It can include two groups:
Product users: people who use your organisation's product. Hook tracks their activity and gives each one a user type, such as Power user or Inactive.
CRM contacts: people from your CRM who may not use your product, such as an economic buyer or exec sponsor. Because they're in the Users table, you can include them in communications alongside product users.
Exactly who appears, and how you can tell contacts and product users apart, depends on how Hook is set up for your organisation. If you're unsure, ask your Hook admin or contact [email protected].
For each person you can also see information about their company (the same as in the Customers table) and their department, role and job title.
The Users table
Columns marked with a person icon are about the user. Columns marked with a briefcase icon are about their company.
What CSMs use it for
Build reports on user engagement for one customer or your whole book of business
Find power users and influencers before a renewal or QBR
Spot users who have become inactive, and act early
Export reports to share with stakeholders
Click a user to open their user page, with their login history and how their user type has changed over time.
Filter, columns, sort and views
The Users table works the same way as the Customers table. Use the pencils next to Filters, Columns and Sort by, and the View and Customers (All, Team, Mine) dropdowns. For step-by-step instructions, see Customers Table: Reporting on Accounts and Engagement Levels.
The column editor in the Users table
Export
Click Export and choose XLSX, CSV or TSV.
Frequently asked questions
How do I see the users at one customer?
Filter the Users table on the Customer column. Or, on the account page, open the Users tab and click a number to see the users of that type.
Can I share views?
Copy the URL from your browser's address bar and send it to another Hook user. Saved views are visible to other Hook users in your organisation.
Why do some people in the Users table have no activity or user type?
They're likely CRM contacts rather than product users. Contacts are included so you can reach them from Hook, but because they don't use your product, they won't have activity history or a user type. If you're unsure, ask your Hook admin or contact [email protected].
How can I see which users are admins?
Add the Role column.