Roles, permissions and reports for a trade business
Give the crew what they need for today's job and keep the books for the people who run them. Then see how the business is doing without building a report by hand.
One switch for every menu item, for every role
Roles & Permissions is a grid. Down the side are 106 switches, one for each menu item and tab in Hubber. Across the top are your roles. Each cell is set to No access, View, Use or Edit. View lets someone see a page. Use lets them do the day-to-day work on it, such as filling in a van check. Edit lets them manage it and change its settings. Each row lists what it grants, and you can search the grid by page name.
- No access, View, Use or Edit in every cell
- Changing one page never changes its neighbour
- Enforced on the server, not only hidden in the menu
Eight built-in roles, renamed or added to as you like
Hubber starts with eight roles and sensible defaults: Director, Sales manager, General manager, Assistant manager, Supervisor, Porter/Driver, Accountant and Social media. Rename any of them to match your trade, so Porter/Driver can become Engineer or Cleaner. Add custom roles for people who fit none of them, copying the starting access from an existing role. A supervisor can be made acting supervisor for a single day from the rota, without changing their role.
A different dashboard for each role
The dashboard opens with what needs the person today: a Needs you list of decisions waiting, today's jobs and their own tasks. Below that, a director chooses which figure cards each role sees and in what order, and can preview the result as that role before saving. Money cards only ever show to roles allowed to see money. A porter opens Hubber to their shift and their job. A director opens it to sales, cash and what is overdue.
Analytics and a sales tracker with targets
Analytics charts enquiries, quotes, booked work and income over time, using the records already in Hubber. The Sales Tracker shows each salesperson's leads contacted, quotes sent and work won against a target for the period, and can email a summary to the people you choose each morning. Because the sales pipeline, quotes and invoices feed these directly, the numbers are current the moment you open the page.
Exports and a search that respects permissions
Export data downloads contacts, jobs, invoices, costs and more as CSV files for a spreadsheet or your accountant. Each export needs its own permission as well as access to the data itself. Global search, opened with Ctrl K or the search box, finds contacts, quotes, invoices, jobs, vehicles and pages from a few letters. It only searches the kinds of record the person's role can open, so search can never be a way round the permissions grid.
More than 100 help guides inside the app
Every page has a help button that explains that page in plain steps, and the Help Centre holds more than 100 guides grouped the same way as the menu. Guides say which permission a task needs, so staff know when to ask a director for access. New companies also get a Get set up checklist on the dashboard that walks through services, the price book, terms and the first quote.
Questions about permissions and reports
Can I stop crews seeing prices and profit?
Yes. Quotes, invoicing, accounting, pay and job costing each have their own switch. Set them to No access for crew roles and those pages disappear from their menu and from search.
What is the difference between View, Use and Edit?
View means read only. Use means the person can do their own day-to-day work on the page, such as completing a job sign-off. Edit adds managing other people's records and changing the page's settings.
Can I create my own roles?
Yes. Add a custom role, copy its starting access from any existing role, then adjust each switch. Custom roles appear wherever you pick a role for a member of staff.
Can two people with the same role see different things?
Access is set per role, not per person. If one person needs something different, give them a custom role. Crew roles also only see the jobs they are on.
Can I get my data out of Hubber?
Yes. Export data produces CSV files of your main records at any time, and invoices, quotes and job certificates download as PDFs.
Who can change permissions?
By default only the Director. Roles & Permissions has its own switch, and only a director can grant the most senior roles.
Works with the rest of Hubber
Often used by: Removals Cleaning Electricians
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