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Control Permissions for Users in Your Hub
Control Permissions for Users in Your Hub

Permissions allow firms to restrict who can make major changes.

Louis Retief avatar
Written by Louis Retief
Updated over a week ago

User Permissions can be configured in Hubly to:

  • Prevent unintentional editing of Workflows, Processes, and View settings

  • Preserve the client service record by disallowing Workflow record deletion from the Client Card

In Hubly, an admin user can manage the permissions of users through the Hub Settings Page:

From the User Information table, select “Edit User Information” for a specific user in your Hub:

Next, select “User” from the Permissions menu:

Users with restricted permissions cannot:

  • Manage other users’ admin permissions

  • Edit settings of most Workflows*

  • Edit settings of Processes or Views

  • Manage User Roles & Service Teams

  • Create new or edit the names of existing Important Client Dates

  • Create new or edit the names of existing Client Meeting types

  • Delete Clients from Workflows

  • Manage Hub Settings

*All users will be able to create and configure new Workflows, of which they will be made an Editor.

Users who do not have Admin permissions in your Hub will still be able to see a read-only view of any Workflow’s settings:

Non-admin users can still be added as an Editor to any Workflow, which would allow them to edit that Workflow’s settings — learn more about adding Editors.

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