In Hona, user access and capabilities are managed through roles assigned under Company Users & Team Settings. These roles determine what each team member can view and do within your Hona account.
There are three standard roles available: Admin, User, and Follower.
Where to Manage Roles
To view or update user roles:
Navigate to "Team" under "Company Settings"
Users can be added using the "+Add User" button on the top right.
The roles of existing users can be edited by an Admin and is done by finding the user and selecting the appropriate role in the dropdown as shown here:
Changes to roles take effect immediately.
Role Definitions
Admin
Admins have full access to the entire Hona platform and can manage both team settings and client interactions.
User
Users have access to day-to-day project tools but cannot change high-level company settings.
Follower
Followers only have access to certain projects and have to be added to specific projects. This role is ideal for team members who need visibility into client progress but don't need to take action. Followers can send messages when the feature is enabled by an admin in Company Settings.
Permissions
Here is a quick reference that shows what each role has access to.
