How do I control what users can see and do?

Modified on Thu, 4 Dec at 11:33 AM

How do I control what users can see and do?

Hubhus allows administrators to control exactly what each user can access — both at the campaign level and feature level.

On this page

Jump to any section using the links below

Managing user permissions in Hubhus

Hubhus allows administrators to control exactly what each user can access — both at the campaign level and feature level. This article explains how permissions work, how user-level and tag-level permissions interact, and how to grant or restrict access.

For instructions on creating users, see the separate article:
“How do I create new users?”


1. Permission levels: how Hubhus decides what a user can do

Hubhus uses a three-layer priority system:

1. User-level permissions (highest priority)

  • Direct settings on the user override all other levels.

2. User tag permissions

  • If no user-level permission is set, values from the user’s tags apply.

  • If a user has multiple tags and they conflict:

    • Forbidden overrides Allowed.

3. Default permissions (fallback)

  • If nothing is configured on user or tag level, defaults apply.

This allows precise and flexible permission setups.


2. Campaign access (what leads the user can see)

Campaign access determines whether a user can view or work with a campaign at all.

To grant access:

  1. Go to Account → Users

  2. Select the user

  3. Open Campaign access

  4. Enable the campaigns the user should see

A user without campaign access will see an empty dashboard.


3. General feature permissions

These define what actions a user can take inside campaigns they have access to.

Examples include:

  • View leads assigned to others

  • View comments, files, history

  • Edit leads

  • Edit statuses or assignees

  • Delete leads or files

  • Book meetings

  • Create users (admin-only)

  • Edit users

  • Access dashboards

  • Access GPS tracking

  • Access global settings (admin-only)

These are toggles you configure under:
Account → Users → Permissions


4. Campaign-specific permissions

Some campaigns have their own additional permission settings, such as:

  • Export to Excel

  • Access questionnaires

  • Access newsletters

  • Access portals

  • Access financial or ERP-related campaigns

  • Access internal-only campaigns

  • Sandbox/test campaigns

Campaign permissions control what the user can do inside that specific campaign.


5. Calendar permissions

Calendar permissions control:

  • Whether the user can edit their own available hours

  • Whether they can edit special dates (e.g., days off, temporary locations)

  • Whether they can view transits

  • Whether they can edit or see resource calendars

  • Whether they can view the “current time” indicator

Useful when technicians or consultants manage their own calendars. 


Calendar permissions for existing users is found under Calendar → Settings → Permissions


6. Data visibility rules

Visibility may be restricted by:

  • Campaign filters

  • Status hiding (lead table “Options → Hide leads with these statuses”)

  • “Assigned events only” setting in the calendar

  • Private external calendar events (imported events show as Busy)

Important:
Field-level visibility cannot be removed once a user has access to a campaign.
All fields in that campaign are visible by design.


7. Summary

User permissions in Hubhus consist of:

  • Roles (Admin or Standard user)

  • Campaign access (what the user can see)

  • Feature permissions (what the user can do)

  • Calendar permissions (what they can edit)

  • User tag permissions (group-level access)

  • Default permissions (fallback behavior)

Use these tools to manage access safely and efficiently.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article