Required Modules

How do I enable modules?

You can add team members/staff to your Hiveage account from Settings > Team.

To add a new member, click the New User button. When you fill in the details and hit Save, Hiveage will send an invitation email to them, granting them access to your business in Hiveage. If they already have a Hiveage account, your business will appear in their Hiveage Launch Pad.

Plan Team Size*
Starter 2
Basic 5
Studio 10
Company 20
Custom 2

*Team size includes account owner.

Roles and Permission Levels

Account owner

Super user with all the privileges; this role cannot be assigned to team members.

Admin

Can access reports from the dashboard and can manage all statements (i.e. invoices, estimates, bills). Also can access most settings including the Team section. Not able to upgrade an account, change billing details or modify company identity (subdomain, email .etc).

Manager

Can access reports from the dashboard and can manage all statements (i.e. invoices, estimates, bills). Also can access some settings including the Team section. Not able to upgrade an account, change billing details, modify company identity (subdomain, email .etc), apply account customizations, or change system preferences.

Staff

Can create statements and view/edit statements shared by others. Cannot access dashboard reports, settings, upgrade an account, change billing details or modify company identity (subdomain, email .etc).

Contractor

Can only access statements shared with him/her; cannot access reports, settings, etc.

See the table below for a detailed breakdown of permissions.

Sharing Statements

When you want non-admin users to view/edit a statement (invoice, estimate etc.), you have to share it with them, by opening the More menu of that statement and selecting Share with Team.

Permissions in Detail

Feature Owner Admin Manager Employee Contractor
Launchpad Yes Yes Yes Yes Yes
Add Business Yes Yes Yes Yes Yes
Dashboard Yes Yes Yes No No
Upgrade Yes No No No No
Settings Yes Yes1 Yes2 No No
Network
  View All All All All No
  Create Yes Yes Yes Yes No
  Edit Yes Yes Yes Yes No
  Delete Yes Yes Yes No No
Statements (Invoices, Estimates and Bills)
  View All All All Own & Shared Shared
  Create Yes Yes Yes Yes No
  Edit Yes Yes Yes Own & Shared Shared
  Delete Yes Yes Yes Own No
Files
  View All All All Own Own
  Delete All All All Own Own
Trash
  View All All All Own Own
  Put Back All All All Own Own

1 Admin role does not have permission to change Hiveage ID, module settings or reset/cancel account.

2 Manager role does not have permission to change Hiveage ID, module settings, account customization, system preferences or reset/cancel account.