👤 Managers and Technical Admins have access to these settings in Hook
Users and Access
Users in Hook have different roles which control their access level. Ensuring users have the correct level of access is crucial so that they can see their accounts, and their team's accounts as managers. Set up Hook so that CSMs are focused on their book of business, and for CSM managers to have an overview of their team’s performance.
Learn how to set up users with the correct permissions, add new users, deactivate users and set team managers in User admin settings.
This article refers to users of the Hook platform, rather than users of your organisation's platform.
Managing Users
Add new users
Go to User admin settings.
Click Add +
Enter the email address, role, manager and their account level access.
Click Add to create the new user.
Users can login to Hook using Google (default) or Microsoft SSO.
Deactivate and Activate Users
Go to User admin settings.
Switch the toggle off in then Active column to deactivate users.
To activate a user, switch the toggle on.
Set Team Managers
Choose the manager for each user, to determine which accounts a manager sees in the Team customers view of the Overview page.
Go to User admin settings.
Select the manager’s name from the drop-down in the Team manager column.
User Roles and Permissions
User Roles
A user role determines their permissions in Hook. These roles are found in the Role column in User admin settings.
There are four different user roles in Hook, with the following permissions:
User Role | Access Settings | Edit Accounts | View Accounts |
Manager | Yes | Yes | Yes |
Technical Admin | Yes | Yes | Yes |
Member | No | Yes | Yes |
Viewer | No | No | Yes |
Manager
Can view and edit the members they manage, the members accounts and all accounts they have access to.
Technical Admin
Can view and edit the whole book of business and access Settings, e.g. to add integrations to other external data sources.
Member
Can view and edit their own book of business that they have access to.
Viewer
Can only view with read only access to the platform.
Change Role of a User
Go to User admin settings.
Select the role from the drop-down list in the Role column.
Access Permissions
There are three types of access permissions available in Hook. These are updated in User admin settings.
My accounts
An individual will only see the accounts they are assigned and associated with.
Team accounts
An individual will see all accounts that they and their team are assigned to. Any user with a Manager role can view accounts owned by their team. Managers for users can be set in User admin settings - follow the instructions here.
All accounts
An individual will see all accounts regardless of whether they are assigned or associated with the account.
When SCIM user permissioning is enabled, the ability to edit users in User admin settings will be disabled. This needs to be managed centrally by your organisation, instead of in Hook settings.
On the Overview page, Hook users can select an option from the View dropdown to see All customers, Team customers or My customers. News Feed and Alerts can be filtered in a similar way.
In the Customers Table, see all customers by selecting the View all view in the dropdown list. See only your customers by selecting the My customers view, as seen below.
Change Access Permissions for a User
Go to User admin settings.
Select the preferred access option from the drop-down list in the Can view column.
Set Default User Preferences
The default account level access for each user role is set in Default user preferences in User admin settings.
Choose the role from the Default roles list and select the desired account access from Default account access.
