Does HDA support roles and permissions?

Definitely. HDA is built to support teams of all sizes and ensures data access is handled securely through role-based permissions. You can create roles like Admin, Manager, Staff, or Checker, and assign permissions for what each can view or edit—whether that’s revenue data, review management, automation editing, or pipeline access.

For example, managers can view reporting and edit automations, while technicians can only update tasks and contact notes. You can also restrict access to contact exports or automations to protect sensitive data and minimize errors.

Every action within the platform is tracked and logged, so you have an audit trail for accountability. If someone makes a change, you see who did it and when. Roles also drive visibility—like hiding financials or sensitive tags unless permitted—so the right people see the right information.

During setup, HDA helps you define roles based on your team structure and shop hierarchy. And as your business grows or changes, you can refine roles or create new ones without disturbing existing workflows.

In short: yes—HDA is secure, scalable, and ensures the right people see what they need, and nothing more.