Getting started
Know what each role can do
Admins & staff
See what staff members, admins and the business owner can each do in Hydi.
Where:Sidebar
- Staff: use the Dashboard, Clients, Tasks and Task Templates, assign tasks, onboard clients, review submissions and manage their own account.
- Staff can attach a File Library document to a task, but they cannot open the File Library, the Form Library or Settings, and only admins can choose a form for a task. Hydi sends them back to the Dashboard if they try to open those screens.
- Admin: everything a staff member can do, plus Settings, the File Library, the Form Library, managing staff, SMS and billing.
- Owner: the person who created the business. They are always an admin, and only they can reopen a completed task.
- Nobody can demote or remove the owner, and no other admin can set the owner's password.
- On the Dashboard, a staff member who is not an admin sees only the tasks for clients assigned to them.
- Each article in this guide says who can do the task with a badge: "Admins only" or "Admins & staff".
Good to know
- An admin changes someone's level from Settings, under Staff.
- A plan without multiple staff has only you, so these roles matter once your plan lets you add staff.
Related
- Change a staff member's roleMake a staff member an admin, or return an admin to staff, to change what they can reach.
- Read the staff listSee who is on your team, who has not accepted yet, and what each badge means.
- Know what each plan includesSee which features come with every plan, which need Growth or above and how limits work.
- Know Hydi's key termsLearn the words Hydi uses for clients, tasks, statuses, templates, forms and files.