Users & permissions

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

New members must accept the invite sent to their email address before they can access Hyperline.

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Single sign-on and provisioned members

You can enable single sign-on and user provisioning with Google Workspace or another identity provider connected through SAML and SCIM. Your provider can then automatically create, update, suspend, restore, and remove memberships for this Hyperline account. Manually invited members remain supported, and identity provider changes do not affect them. Provisioned memberships display a Provisioned label. While user provisioning is on, remove or suspend these memberships through the identity provider. You can edit their roles in the member list when Sync roles from identity provider groups is off and no direct SCIM role is stored. Hyperline rejects manual changes to roles managed through SCIM; update those roles in your provider instead. Turning Provision users in Hyperline off pauses membership and role updates from the provider and allows manual role edits, subject to your permissions. Re-enabling it applies the provider’s current membership and role rules again. See Single sign-on and user provisioning to choose between manual roles, SCIM user roles, and identity provider group mappings.

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Set a member’s manager

You can assign each member a manager: another member of your account. Managers describe your team hierarchy inside Hyperline. Features that need to reach someone’s manager can then resolve it automatically, such as the Manager of quote owner approver in quote approval workflows. To give several members the same manager, select them in the list and select a member in Set manager. You can also set an optional Manager when inviting a new member, and clear it at any time. A member cannot be their own manager. Changing managers requires the Manage users settings permission. For members provisioned through SAML and SCIM, you can also synchronize managers from your identity provider. Manual edits remain available, but later provisioning can overwrite them with the manager supplied by your provider.

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

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Remove members

When a member leaves, revoke their access or merge them into another member. Both actions require the Manage users settings permission. If the member approves quotes, manages other members, or owns open quotes, read When an approver leaves first.

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Revoke access

To revoke several members at once, select them in the list, click Revoke access, type confirm, and confirm. Revoked members appear under Archived in the members list. You cannot revoke your own access or the account owner’s. Members provisioned through your identity provider cannot be revoked in Hyperline: deprovision them in your provider instead.

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Merge members

Merging transfers all of a member’s data to another member, then removes the merged member. This includes their owned quotes, direct reports, places in approval workflows, approval delegations, and pending approvals. Pending approvals move to the other member without re-finalizing quotes. Past activity, including past approval decisions, is then attributed to the member you merged into. You cannot merge the account owner or a pending invite into another member. A member provisioned through your identity provider can only be the member you merge into, not the one merged.

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Manage profile notifications

You can manage your 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 select 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 select 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. Navigate 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, Hyperline creates two roles 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)

You can also create roles for external accountants, finance teams, product and engineering teams, sales representatives, and more.

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Members without a role

Leave the role empty to keep a member in your account without granting any permissions. The field displays No role. The account owner is the exception: ownership grants full access even without an assigned role. Members without a role can sign in but cannot access account features until an administrator assigns them a role. You can remove a member’s role in Settings > Team > Members without revoking their membership.

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Settings permissions

In the role editor, all settings permissions appear under one Settings section. Each area has a View permission and a Manage permission.

• View lets you open the relevant settings and review their configuration.
• Manage lets you change that configuration and automatically includes View for the same area.
• Turning off View also turns off Manage for that area.

For example, View general settings lets a member review the account name, while Manage general settings lets them change it. Currency configuration belongs to Platform, so changing currencies requires Manage platform settings. Some pages contain settings from more than one area. Each field follows its own permission: managing an invoicing entity does not automatically allow changes to its branding or payment settings.

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Reporting permissions

The Reporting section lists View dashboard, View reports, and View insights separately. Select the views each role needs.

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Default role

One role is the default role. Hyperline automatically assigns this role to members created through a connected integration, such as a CRM. SSO and user provisioning use only the default configured for that SSO connection. They do not fall back to the account default: leaving the connection’s default role empty grants no permissions when no explicit or mapped role applies. See role provisioning for how SCIM roles and group mappings affect assignments. Account Manager is the default role for each newly created Hyperline account. You can set the default to another existing role at any time.

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Create new role