đ¤ Managers and Technical Admins have access to these settings in Hook.
Members and Access
Members admin is new terminology to Hook, previously this page was called User admin.
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A user of Hook is called a member. Members in Hook have different roles which control their access level. Ensuring members have the correct level of access is crucial so that they can see their accounts, and their team's accounts as managers. Set up Hook so that CSMs are focused on their book of business, and for CSM managers to have an overview of their teamâs performance.
Learn how to set up members with the correct permissions, add new members, deactivate members and set team managers in Member admin settings.
This article refers to users of the Hook platform, also called members, rather than users of your organisation's platform.
Managing Members
Add new members
Go to Member admin settings.
Click Add +
Enter the email address, role, manager and their account level access.
Click Add to create the new member.
Members can login to Hook using Google (default), Okta SSO or Microsoft SSO, depending on which method is configured for your organisation.
Deactivate and Activate Members
Go to Member admin settings.
Switch the toggle off in then Active column to deactivate members.
To activate a member, switch the toggle on.
Set Team Managers
Choose the manager for each member, to determine which accounts a manager sees in the Team customers view of the Overview page.
Go to Member admin settings.
Select the managerâs name from the drop-down in the Team manager column.
Member Roles and Permissions
Member Roles
A member role determines their permissions in Hook. These roles are found in the Role column in Member admin settings.
There are four different roles in Hook, with the following permissions:
Member Role | Access Settings | Edit Accounts | View Accounts |
Manager | Yes | Yes | Yes |
Technical Admin | Yes | Yes | Yes |
Member | No | Yes | Yes |
Viewer | No | No | Yes |
Manager
Can view and edit the members they manage, the members accounts and all accounts they have access to.
Technical Admin
Can view and edit the whole book of business and access Settings, e.g. to add integrations to other external data sources.
Member
Can view and edit their own book of business that they have access to.
Viewer
Can only view with read only access to the platform.
Change Role of a Member
Go to Member admin settings.
Select the role from the drop-down list in the Role column.
Access Permissions
There are three types of access permissions available in Hook. These are updated in Member admin settings.
My accounts
An individual will only see the accounts they are assigned and associated with.
Team accounts
An individual will see all accounts that they and their team are assigned to. Any member with a Manager role can view accounts owned by their team. Managers for members can be set in Member admin settings - follow the instructions here.
All accounts
An individual will see all accounts regardless of whether they are assigned or associated with the account.
When SCIM user permissioning is enabled, the ability to edit members in Member admin settings will be disabled. This needs to be managed centrally by your organisation, instead of in Hook settings.
On the Overview page, Hook members can select an option from the View dropdown to see All customers, Team customers or My customers. News Feed and Alerts can be filtered in a similar way.
In the Customers Table, see all customers by selecting the View all view in the dropdown list. See only your customers by selecting the My customers view, as seen below.
Change Access Permissions for a Member
Go to Member admin settings.
Select the preferred access option from the drop-down list in the Can view column.
Set Default Member Preferences
The default account level access for each member role is set in Default member preferences in Member admin settings.
Choose the role from the Default roles list and select the desired account access from Default account access.
