This is a reference for HiveCRM’s built-in roles and what each one can access.
Admin #
Full access to every CRM module and every setting, including team management — the only role that can add, edit, or remove other Admins.
Manager #
Broad access to CRM data and most settings, including managing Staff and Client accounts. Managers cannot create, promote, or edit a team member into the Admin role — this is intentionally restricted so a Manager account can never grant itself (or anyone else) Admin-level access.
Staff #
Works with the CRM entities they’ve been given capabilities for (leads, deals, contacts, projects, tasks, tickets, estimates, invoices, and so on). If Assigned Records Only is enabled under Team & Staff Overview, a Staff member only sees records assigned to them rather than the entire CRM.
Client #
No access to the WordPress admin area or CRM data directly. A Client role only ever sees their own records — their own deals, projects, invoices, and tickets — through the Client Portal. A Client can never see another client’s data.
How Roles Are Assigned #
Every staff member and client is a regular WordPress user with one of these four roles attached. You manage staff roles from Adding & Managing Staff Members; client portal accounts are created automatically when a contact is marked as a client, if Auto-Provision Client Portal Account is enabled under Contact Settings.
