Invite members
1
Navigate to Settings > Team
2
Click 'Add member'
3
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.
4
Submit invite(s)
If the member is already part of another Hyperline account, they will be able to switch from one to another easily using the same login credentials.
Manage roles
You can create custom roles with specific permissions to provide fine-grained access for members based on your needs.
- 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)
The first user of the account (i.e. the one who created the Hyperline account) is granted an Account owner role, with full access.If you wish to transfer account ownership to another member, please contact our support.
Default role
One of the roles is designated as the default. This role will be automatically assigned to members created through a connected integration, such as a CRM. 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
1
Navigate to Settings > Team
2
Click 'Add role'
3
Enter a name, optionally a description, and select the granted permissions
4
Click 'Create role'