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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.

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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)

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

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Single sign-on and provisioned members

When single sign-on and user provisioning are enabled, Google Workspace or another identity provider connected through SAML and SCIM can automatically create, update, suspend, restore, and remove memberships for this Hyperline account. Manually invited members remain supported and are not affected by identity provider changes. Provisioned memberships display a Provisioned label. Their role and removal actions are disabled in the member list because identity provider groups and Hyperline role provisioning rules control their access. See Single sign-on and user provisioning to configure Google Workspace or SAML and SCIM, then map identity provider groups to Hyperline roles.

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Set a member’s manager

Each member can be assigned a manager: another member of your account. Managers describe your team hierarchy inside Hyperline so that features needing to reach someone’s manager can resolve it automatically, such as the Manager of quote owner approver in quote approval workflows.
1

Navigate to Settings > Team

2

Find the member in the list

3

Select another member in the Manager column

The change is saved immediately.
You can also set a manager when inviting a new member, and clear it at any time. A member cannot be their own manager.

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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.
1

Navigate to Settings > Team

2

Open the actions menu next to the target member

3

Click 'Transfer ownership' and confirm

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

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Manage profile notifications

Each user can manage their own notification preferences from Profile > Notifications. The page is organized into:

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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.

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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.

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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

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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.

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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.
The accounting module has its own three permissions — viewing the section, updating its settings, and making recognition adjustments. See Accounting permissions for what each one unlocks.

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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.

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Create new role

1

Navigate to Settings > Team

2

Click Add role

3

Enter a name, optionally add a description, and select the granted permissions

4

Click Create role