> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hyperline.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Users & permissions

> Invite or automatically provision team members, configure single sign-on, and assign roles to control access to your Hyperline account.

You can invite an unlimited number of team members to access your Hyperline account. Hyperline offers flexible roles and permissions through access control (ACL), allowing you to configure the appropriate access levels for each member of your account.

## Invite members

<Steps>
  <Step title="Navigate to Settings > Team" />

  <Step title="Click Add member" />

  <Step title="Enter one or multiple email address(es) and choose a role">
    To invite multiple members at the same time, you can specify multiple emails separated with commas in the **Email** field.
  </Step>

  <Step title="Submit invite(s)" />
</Steps>

Your new members will have to accept the invite sent to their email address to be able to access Hyperline.

<Note>
  If the member is already part of another Hyperline account, they will be able
  to [switch from one to another easily](../getting-started/sandbox#multiple-accounts) using the same
  login credentials.
</Note>

## Single sign-on and provisioned members

When Enterprise SSO is enabled, Google Workspace can automatically create, update, and remove memberships for this Hyperline account. Manually invited members remain supported, while provisioned memberships are identified separately and managed by the identity provider.

See [Single sign-on and user provisioning](./enterprise-sso) to configure the connection and map Google groups to Hyperline roles.

## Transfer account ownership

The current account owner can transfer account ownership to another member from
the team settings. The new owner must already be a member of the account.

<Steps>
  <Step title="Navigate to Settings > Team" />

  <Step title="Open the actions menu next to the target member" />

  <Step title="Click 'Transfer ownership' and confirm" />
</Steps>

After the transfer, the selected member becomes the account owner and can perform owner-only actions going forward.

## Manage profile notifications

Each user can manage their own notification preferences from **Profile > Notifications**.

The page is organized into:

| Area                       | What it controls                                                         |
| -------------------------- | ------------------------------------------------------------------------ |
| **Notification channels**  | Which personal channels Hyperline can use to notify you                  |
| **Approval notifications** | Which approval events should trigger notifications for you               |
| **Customer notifications** | Which customer events should trigger notifications for you               |
| **Followed segments**      | Which segments automatically add you as a follower on matching customers |

### Notification channels

Use **Notification channels** to decide where Hyperline can deliver enabled personal notifications.

* **Slack DM**: sends direct notifications to you in Slack when Slack is connected in your workspace settings

You can use **Send test** to check whether Hyperline can send you a Slack DM. If Slack DM is unavailable, Slack may not be connected in your workspace settings, or Hyperline may not find a Slack user for the email address configured in your profile.

### Approval notifications

Use **Approval notifications** to choose which approval events should notify you.

For **Approval requested**, Hyperline notifies you when a quote requires approval from you.

### Customer notifications

Use **Customer notifications** to choose which customer events should notify you when you are linked to the customer.

You can enable or disable:

* **Invoice settled**
* **Invoice becomes late**
* **Payment fails**
* **Payment method changes**
* **Payment method deleted**
* **Monitoring score changes**
* **Contract renews soon**

Some events only appear when the related feature is enabled. For example, **Monitoring score changes** appears when Customer Intelligence is enabled.

To receive a customer notification, you need both:

* The event enabled in **Customer notifications**
* A recipient link to the customer, either as owner, direct follower, or follower through a segment

### Followed segments

Use **Followed segments** to automatically follow every customer that matches a segment.

1. Go to **Profile > Notifications**.
2. In **Followed segments**, select a segment.
3. Click **Add**.

Following a segment affects who can receive customer notifications. It does not create a separate notification trigger. For example, if you follow a **Late payment behavior** segment and enable **Invoice becomes late**, Hyperline can notify you when a customer in that segment has a late invoice.

## Manage roles

You can create custom roles with specific permissions to provide fine-grained access for members based on your needs.

By default, two roles are created for you:

* **Admin**: full access to Hyperline, including the ability to manage products, plans, customers, subscriptions, and settings
* **Account Manager**: limited permissions and limited view on Hyperline, allowing them to manage customers, subscriptions, and invoices (ideal for account management teams)

Additionally, you can for example create roles for external accountants, finance team, product/tech teams, sales representatives, etc.

### Default role

One of the roles is designated as the default. This role is automatically assigned to members created through a connected integration, such as a CRM. It is also used for provisioned members when none of their identity provider groups matches a role mapping.

Account Manager is the default role for each newly created Hyperline account. You can easily set the default role to another existing one.

### Create new role

<Steps>
  <Step title="Navigate to Settings > Team" />

  <Step title="Click Add role" />

  <Step title="Enter a name, optionally add a description, and select the granted permissions" />

  <Step title="Click Create role" />
</Steps>