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Understanding Permissions, Roles & Access Levels

Gain full control over your account - including who can see and who can edit, using our customisation settings.

 

Note: An account's permission settings can now only be updated by the systemHUB support team. To request changes, please contact our support team.

1. The Four User Types

There are four primary access levels within systemHUB, ranging from full control to view-only access:

  • Administrator: The "Super User." Admins can view, edit, and delete all content, manage billing, and add or remove team members.

  • Reader: The most restricted level. Readers can only see systems, policies, or trainings that have been specifically assigned to them or their role. They cannot edit any content.

  • Editor & Contributor: These are the "middle-ground" options. They generally have the ability to create or update content without having the full company-wide control of an Admin.

2. How Content is Assigned

Content isn't always visible to everyone by default. You can assign access in two ways:

  • Individual Assignment: You can manually add a specific team member to a single system, policy, or training.

  • Role-Based Assignment: This is the most efficient method. You can create a role (e.g., "Marketing Team"), assign ten systems to that role, and then simply add "James" to the role. James will automatically inherit access to all ten systems.

3. Permissions Audit (Login as Member)

If you are an Admin, you can verify exactly what a team member sees to ensure they aren't overwhelmed or missing key documents:

  1. Go to Company > Members.

  2. Click the three dots (...) next to a member's name.

  3. Select Login as Member to see systemHUB through their eyes.

4. Customizing Permissions

While systemHUB comes with default settings for each user type, these are not set in stone:

  • The Permissions Tab: Under the Company settings, you can view the detailed breakdown of what each user type can and cannot do.

  • Custom Requests: If you need to adjust these global settings (e.g., allowing Editors to access the "Login as Member" feature), you can contact the systemHUB support team to request a change.

5. Troubleshooting Access

If a team member reports that they cannot see a specific folder or system:

  • Check their User Type (are they a Reader?).

  • Verify they are assigned to the correct Role.

  • Ensure the system itself has been shared with that Role or Individual.