👥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 itself (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
• 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 with 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 and the staff & jobs assigned to them

  May also have the following permissions, depending on how an Admin configures the role in firm settings:

  • Access to Setup & Settings
  • Ability to delete jobs
  • Ability to view time entries from others
  • Ability to edit start and end dates for 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

  May also have the following permissions, depending on how an Admin configures the role in firm settings:

  • Access to Setup & Settings
  • Ability to delete jobs
  • Ability to view time entries from others
  • Ability to edit start and end dates for 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
• Cannot access firm-level or staff-level tools
• Client Users do not have configurable permission settings