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User Roles & Permissions

Learn about the different user roles and permissions in AgencyHub and how to manage them.

Understanding Roles

AgencyHub uses a role-based access control system to manage permissions. Each user is assigned a role that determines what they can see and do within the platform.

Administrator

Administrators have full access to all features and settings. They can manage users, projects, clients, billing, and agency settings.

Project Manager

Project Managers can create and manage projects, assign tasks, communicate with clients, and view reports. They cannot access billing or agency settings.

Team Member

Team Members can view and update projects they are assigned to, complete tasks, and communicate with team members and clients.

Client

Clients have access to the client portal where they can view project updates, communicate with your team, and access shared documents.

Guest

Guests have limited access to specific projects or features. They can be external collaborators or stakeholders who need to view certain information.

Custom Roles

Enterprise plans allow you to create custom roles with specific permissions tailored to your agency's needs.

Permission Matrix

The following table shows the default permissions for each role. Custom roles can have any combination of these permissions.

FeatureAdministratorProject ManagerTeam MemberClientGuest
View Dashboard✓✓✓Limited-
Create Projects✓✓---
Edit Projects✓✓Assigned Only--
Delete Projects✓----
Create Tasks✓✓✓--
Assign Tasks✓✓---
Manage Clients✓✓---
Manage Team✓----
Manage Billing✓----
View Reports✓✓Limited--
Agency Settings✓----

Managing User Roles

Assigning Roles

When you invite a new user to AgencyHub, you'll need to assign them a role. You can also change a user's role at any time.

  1. Go to the Team section in the dashboard
  2. Click on "Invite Team Member" or select an existing user
  3. Select the appropriate role from the dropdown menu
  4. Click "Save" to apply the changes

Custom Roles (Enterprise Plan)

If you're on the Enterprise plan, you can create custom roles with specific permissions.

  1. Go to Settings > Roles & Permissions
  2. Click on "Create Custom Role"
  3. Give the role a name and description
  4. Select the permissions you want to assign to this role
  5. Click "Save" to create the role

Once you've created a custom role, you can assign it to users just like the default roles.

Best Practices

  • Principle of Least Privilege: Assign users the minimum level of access they need to perform their job functions.
  • Regular Audits: Periodically review user roles and permissions to ensure they are still appropriate.
  • Document Your Role Structure: Create documentation that explains your agency's role structure and the responsibilities of each role.
  • Train Your Team: Ensure that all team members understand their permissions and how to request additional access if needed.
  • Use Custom Roles Sparingly: While custom roles provide flexibility, too many roles can become difficult to manage.
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