> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hiveku.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Team Members & Roles

> Change roles, remove members, and manage account access

Hiveku has nine default roles plus custom roles you can build yourself, so you can give each person exactly the access they need. This guide covers changing roles, removing members, resetting passwords, and transferring ownership.

## Role Overview

The account-level roles, from most to least access:

| Role                     | What they can do                                                  |
| ------------------------ | ----------------------------------------------------------------- |
| **Owner**                | Everything, including billing and transferring ownership.         |
| **Admin**                | Everything except transferring ownership.                         |
| **Manager**              | Run all operational departments. No billing or security settings. |
| **Finance / Accountant** | Own Accounting (AP/AR, payroll, reports); read CRM.               |
| **Sales**                | Own CRM and the pipeline; quote and invoice.                      |
| **Marketing**            | Own Marketing; read CRM.                                          |
| **Support**              | Own Helpdesk and communications.                                  |
| **Member**               | General editor across enabled departments.                        |
| **Viewer**               | Read-only across enabled departments.                             |

For the full department-by-department capability matrix and how to create custom roles, see the [Permissions reference](/settings/permissions).

<Info>
  There must always be at least one Owner on the account. You can't demote the last Owner — promote someone else first.
</Info>

## Change a Member's Role

<Steps>
  <Step title="Open team settings">
    Go to **Settings > Team Members**.
  </Step>

  <Step title="Open the member's menu">
    Click the three-dot menu next to the member and choose **Change Role**.
  </Step>

  <Step title="Pick the new role">
    Choose any default role or one of your custom roles from the dropdown, then click **Save**.

    The change takes effect within a few minutes — the member sees the new access the next time they reload.
  </Step>
</Steps>

## Remove a Member

<Steps>
  <Step title="Open the menu">
    From **Settings > Team Members**, click the three-dot menu next to the member and choose **Remove Member**.
  </Step>

  <Step title="Confirm">
    Read the confirmation dialog carefully. Removal is immediate and permanent — the member loses access to all projects right away. Their past contributions (commits, comments, edits) are preserved but attributed to a removed user.
  </Step>
</Steps>

<Warning>
  You can't remove yourself from the account. Ask another Owner, or (if you're the only one) transfer ownership first.
</Warning>

## Reset a Member's Password

If a member is locked out and can't reset their own password:

<Steps>
  <Step title="Open the menu">
    Three-dot menu next to their row > **Reset Password**.
  </Step>

  <Step title="Confirm the send">
    Hiveku emails them a reset link. The member clicks it, sets a new password, and signs back in. Existing sessions are invalidated for security.
  </Step>
</Steps>

## Activity Log

See who did what, and when.

* **Account-wide** — click **Activity Log** at the top of the Team Members page
* **Per-member** — three-dot menu > **View Activity**

Logged events include sign-ins, project edits, setting changes, invites, role changes, and deletes.

## Transfer Ownership

To hand off the account (or just share ownership):

<Steps>
  <Step title="Promote a teammate to Owner">
    Change their role from Admin or Member to **Owner**.
  </Step>

  <Step title="Demote yourself (optional)">
    You can now demote yourself to Admin or Member — the other Owner must do this from their account, or you can do it yourself since there are two Owners.

    Alternatively, the new Owner can remove you entirely if you're leaving the org.
  </Step>
</Steps>

<Tip>
  Keep at least two Owners on any production account. If the only Owner loses access, recovery requires contacting Hiveku support with account verification.
</Tip>

## Verifying It Works

After any role or membership change, the **Team Members** list updates immediately. The affected member sees the new permissions the next time they reload. Pending invites (if you invited someone new) appear with a **Pending** badge until accepted.

## Troubleshooting

<AccordionGroup>
  <Accordion title="I can't change someone's role">
    Role changes require Owner or Admin. If you're a Member, you won't see the **Change Role** option. Ask an Owner to make the change.
  </Accordion>

  <Accordion title="I can't remove the last Owner">
    That's by design. Promote another member to Owner first, then demote the original Owner.
  </Accordion>

  <Accordion title="Activity log is empty">
    The log shows recent activity — if no one has done anything yet, it'll be empty. Also, very old events (90+ days) age out unless you're on a plan with extended retention.
  </Accordion>

  <Accordion title="Member can't see a department">
    Departments (Accounting, CRM, Marketing, and so on) are gated by the member's role. If someone is missing a section, give their role at least **View** on it — or assign a role that includes it. See the [Permissions reference](/settings/permissions). Remember a feature also has to be in the account's plan to appear.
  </Accordion>
</AccordionGroup>

## What's Next?

<CardGroup cols={2}>
  <Card title="Permissions reference" icon="shield-halved" href="/settings/permissions">
    Full capability matrix and custom roles
  </Card>

  <Card title="Build a custom role" icon="sliders" href="/how-tos/manage-permissions">
    Set access resource by resource
  </Card>
</CardGroup>
