---
title: "Team & Staff Overview"
description: "HiveCRM lets you add staff members and control what they can see and do with role-based access."
url: "https://hiveplugins.com/docs/team-staff-overview/"
updated: "2026-09-27"
category: HiveCRM
---

# Team & Staff Overview

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](client-portal-overview.md).

See [Roles & Permissions Reference](roles-permissions-reference.md) 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.

## Related Documentation

- [Adding & Managing Staff Members](adding-managing-staff-members.md)
- [Roles & Permissions Reference](roles-permissions-reference.md)