Manage roles and permissions

Control what admins, employees, and clients can access in Hivelux.

Differences in “Roles & Permissions.”

Differences between Add, View, Update & Delete

What do “All,” “Added,” “Own,” “Added & Own,” and “None” mean in permissions?

Permissions: All, Added, Own, Added & Own, and None

Create and manage roles & permissions

Add roles and assign fine-grained permissions per module.

Message settings (IMS)

Configure the Internal Messaging System used under Messages.

Lead settings: pipeline, stages, agents, categories & round robin

Set up your Leads pipeline, default stage, agents, categories, and auto-assignment.

Task settings: reminders, default status, board length, client visibility

Automate task reminders, set a default status, control board density, and hide client-facing fields.

Increase account login security (2FA)

Turn on two-factor authentication via email code or Google Authenticator.

Theme settings: app name, logos (light/dark), favicon, colours & sidebar

Brand Hivelux with your name, logos, favicon, button colour, and sidebar theme.

Enable/disable modules per role

Show only the modules users need in their menus.