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.

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
• Roles & Permissions Reference