Introduction

In the circuly Hub, you can manage user access with precision — deciding who sees what, and what actions they can perform. This helps keep your operations secure, focused, and aligned with your team’s responsibilities.

‍

Feature Overview

With Advanced User Management, you can define access per individual tab giving you full control over what each user can view or manage.

Example Use Case:

If someone in your team only needs to download invoices at the end of the month, you can give them access to just the Invoices tab — without exposing other sensitive data like customers or operations.

Step-by-Step Guide

1. Log in to the circuly Hub
2. Go to the Users tab
3. Find the user whose permissions you want to update
4. Click on the user’s name to open the Access Scope window
5. You’ll see a list of all Hub sections (Orders, Customers, Invoices, Email History, etc.)
6. For each tab, you can check or uncheck the available permission types:
7. Once done, simply close the window — changes are saved automatically

✅ The user’s access is updated immediately.