# Set an employee's module access

Change an employee's role, or give a member None, View, Work or Manage in each module. Changes apply at once.

Members get access module by module, so an accountant can manage Payments without reading every chat, and a part-time agent can answer customers without touching your bank settings. Owners and admins set this access; owners and admins themselves always reach every module.

## Change someone's access

1. Open **Settings → Employees**.
2. Click **Edit access** in the person's row.
3. Under **Role**, keep **Member** to set access per module, or pick **Admin** (or **Owner**, if you are an owner) for full access.
4. For a member, click a template under **Quick templates**, or pick a level for each module: **None**, **View**, **Work** or **Manage**.
5. Set **Developer (API keys, webhooks)** to **Manage** only for people who build integrations.
6. Check the summary at the bottom, then click **Save**.

![Editing a member's access, module by module](https://hatang.dev/help/img/en/account/edit-access.webp)

The change applies immediately, including in the inbox the person has open and in the Ha Tang apps on their phone or Mac. They do not need to sign out.

You cannot edit your own access, and an admin cannot edit an owner's.

## Choose the right level

| They need to… | Give them |
|---|---|
| Answer chats and handle tickets | **Customer Support: Work** |
| Also connect channels, edit the widget, set up the AI assistant or distribution rules | **Customer Support: Manage** |
| Look at reports or conversations without replying | **Customer Support: View** |
| Send broadcasts to your audiences | **Email: Work** |
| Create payment requests and invoices | **Payments: Work** |
| Issue refunds or change bank and e-invoice settings | **Payments: Manage** |
| Edit products and orders | **Products: Work** |
| Edit customer profiles | **CRM: Work** |
| Send ZNS to many customers or edit custom fields | **CRM: Manage** |
| Create API keys and webhooks | **Developer: Manage** |

Start low and raise a level when someone asks. A level that is too high is easy to miss; a level that is too low shows up as **Your role cannot open this page** the first time they need it.

## Modules that are switched off

A module that is off for the whole business appears dimmed in the editor with **Module switched off; access is kept**. You can still set levels for it. They have no effect while the module is off and apply again as soon as an owner or admin turns it back on ([Turn modules on and off](https://hatang.dev/help/getting-started/modules)).

## Templates and the Employees list

On the **Employees** page, each member's access is shown as small labels such as **Customer Support · work**. When their levels match a template exactly, the template's name (for example **Support** or **Finance**) is shown in front. If you adjust one level, the template name disappears; nothing else changes.

## Troubleshooting

| Problem | Cause | What to do |
|---|---|---|
| There is no **Edit access** button | You are a member, the row is you, or the row is an owner and you are an admin | Ask an owner |
| A member cannot see **Channels** in Customer Support | Channels need **Manage** | Raise **Customer Support** to **Manage** |
| A member set to **Work** cannot open a module | The module is switched off for the business | Turn the module on in **Settings → Business settings** |