HiveCRM lets you add staff members and control what they can see and do with role-based access.
How to Open Team & Staff #
Go to Hive CRM → Settings → Team & Staff.
Roles #
HiveCRM ships with four roles:
- Admin — full access to every CRM module and setting, including team management.
- Manager — broad access to CRM data and most settings, but cannot manage team members with the Admin role, to prevent privilege escalation.
- Staff — works with the CRM entities assigned to their capabilities (leads, deals, projects, tasks, tickets, and so on).
- Client — no admin access at all; only ever sees their own data through the Client Portal.
See Roles & Permissions Reference for the full capability breakdown.
The Team Directory #
The Team & Staff screen lists every staff member, their role, and lets you search and filter by role.
When to Use Team & Staff #
Add staff members here whenever someone on your team needs to log in and work inside HiveCRM — sales reps, project managers, or support staff.
