👥Understanding User Roles in Client Hub

Client Hub offers four distinct user roles to help manage access and permissions across your firm and client workspaces. Here’s a complete overview of what each role can do:

👑 Subscriber

Best for: The owner of the firm’s subscription.

Permissions:

• Full control over the subscription (billing, plan, ownership)
• All permissions of an Admin
• Can modify every permission level within the account
• Has ultimate authority over all firm settings, client workspaces, and user management

🛠️ Admin

Best for: Firm administrators who need full access but do not manage the subscription.

Permissions:

• Full access to all client workspaces and firm settings
• Can add, edit, and remove firm users
• Can add, archive, and manage clients
• Can view and manage all jobs and team members in the Jobs Dashboard
• Access to Setup & Settings
• Can delete jobs

Limitations:

• Cannot manage subscription ownership or billing settings

👨‍💼 Manager (Advanced Staff Role)

Best for: Senior team members who supervise work but don’t need admin-level control.

Permissions:

• All the same permissions as a Staff user, plus additional oversight tools
• Can view all team members and job assignments in the Jobs Dashboard (same filter options as Admin)
• Can view all their assigned workspaces, including associated staff and jobs

Additional Configurable Permissions:

Admins can enable or disable the following permissions for Managers in Settings > Client Hub:

• Can access Setup & Settings
• Can edit start and end dates for Jobs
• Can access client password vaults
• Can view time entries from others
• Can delete Jobs

Limitations:

• Cannot manage firm users
• Cannot manage subscription or billing settings

👤 Staff

Best for: Team members focused on completing their own work.

Permissions:

• Can access only the client workspaces they’ve been assigned to
• Can view and manage jobs and tasks assigned to them in the Jobs Dashboard
• Can view all their assigned workspaces and work

Additional Configurable Permissions:

Admins can enable or disable the following permissions for Staff in Settings > Client Hub:

• Can access Setup & Settings
• Can edit start and end dates for Jobs
• Can access client password vaults
• Can view time entries from others
• Can delete Jobs

🧾 Client User

Best for: Your clients.

Permissions:

• Can access their own company workspace
• Can view and respond to jobs, tasks, messages, and file requests

Additional Configurable Permissions:

• Allow clients to create folders

Limitations:

• Cannot access firm-level or staff-level tools
• No access to internal team data or settings

This structure ensures your team has the right level of access while keeping sensitive data and firm controls secure.