---
title: "Adding & Managing Staff Members"
description: This article covers adding, editing, and removing staff members in HiveCRM.
url: "https://hiveplugins.com/docs/adding-managing-staff-members/"
updated: "2026-09-27"
category: HiveCRM
---

# Adding & Managing Staff Members

This article covers adding, editing, and removing staff members in HiveCRM.

## Add a Staff Member

1. Go to **Hive CRM → Settings → Team & Staff**.
2. Fill in the new member's **Name**, **Email**, and **Role**.
3. Optionally set a password, or leave it blank to have WordPress generate one.
4. Leave **Send Welcome Email** enabled to notify them of their new access.
5. Click **Add Team Member**.

This creates a WordPress user with the selected HiveCRM role.

## Change a Staff Member's Role

Open the team member from the directory and update their **Role**. Only Admins can promote or demote someone into or out of the Admin role — see [Roles & Permissions Reference](roles-permissions-reference.md).

## Search and Filter the Team Directory

Use the search field and role filter on the Team & Staff screen to quickly find a specific staff member in a larger team.

## Team Defaults

Under the same screen, you can configure:

- **Default Assignee** — who new records are assigned to when nobody is explicitly chosen.
- **Default Role** — the role pre-selected when adding a new team member.
- **Send Welcome Email** — email new staff members their access details.
- **Alert on Staff Added** — notify existing admins/managers when a new staff member joins.
- **Assigned Records Only** — restrict staff visibility to only the records assigned to them.
- **Allow Staff Data Export** — allow staff-level roles to export CRM data.

## Remove a Staff Member

Open the team member and use the delete action, then confirm. This removes their HiveCRM role access.

## Related Documentation

- [Team & Staff Overview](team-staff-overview.md)
- [Roles & Permissions Reference](roles-permissions-reference.md)