How do I control what users can see and do?

Modified on Tue, 5 May at 6:34 PM

How do I control what users can see and do?

Hubhus uses a layered permission system — role, campaign access, feature permissions, calendar permissions, and user tags — that together determine exactly what each user can see and do.

TL;DR

Priority order: User-level permissions override → User tag permissions (Forbidden beats Allowed) → Default permissions. Campaign access controls visibility. Feature permissions control actions. Calendar permissions control calendar editing. Set all three under Account → Users.

5 permission layers

Role

Administrator: full system access — can manage users, settings, all campaigns, integrations.
Standard user: restricted by default — must be granted campaign access and specific permissions explicitly.

Campaign access

Controls which campaigns the user can open. Without campaign access, the user sees a blank dashboard. Set under Account → Users → Campaign access. Standard users have zero access until granted.

Feature permissions

Controls what the user can do inside campaigns they can see. Examples: view leads assigned to others, edit statuses, delete leads/files, book meetings, access dashboards, manage automations, edit templates. Set under Account → Users → Permissions.

Calendar permissions

Controls what the user can do in their calendar: edit available hours, edit special dates (days off, temp locations), view transits, see/edit resource calendars. Configured under Calendar → Settings → Permissions. Useful for technicians managing their own availability.

User tags (group permissions)

User tags allow you to define permissions at group level. Priority: user-level settings override tag settings; if a user has multiple tags and they conflict, Forbidden beats Allowed. Default permissions apply as fallback when nothing is configured at user or tag level.