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.
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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
Table of Contents
- 1. Permission levels: how Hubhus decides what a user can do
- 1. User-level permissions (highest priority)
- 2. User tag permissions
- 3. Default permissions (fallback)
- 2. Campaign access (what leads the user can see)
- 3. General feature permissions
- 4. Campaign-specific permissions
- 5. Calendar permissions
- 6. Data visibility rules
- 7. Summary
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:
Go to Account → Users
Select the user
Open Campaign access
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.
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