Role Comparison
Owner
Hazel does not import existing roles and permissions from external data sources. It is up to the Owner to edit household permissions for the organization. Learn more about editing household permissions.
- Admin capabilities: Invite and remove members, manage firm settings, and control who can see which Households and Contacts.
- Feature access: Full access to all Hazel features, including meeting recording. The owner role has access to view all meetings associated to the firm account.
- Use case: Owners can use Hazel’s chat to instantly access any client data, prepare and debrief meetings, record meetings, send emails, and sync notes and tasks back to the CRM — while also administering the team’s overall Hazel setup.
Admin
The Admin seat is designed to manage the Hazel account and control firm-wide permissions, with limited visibility.- Admin capabilities: Invite and remove members, manage firm settings, and control who can see which Households and Contacts.
- Feature access: Full access to all Hazel features, including meeting recording. The admin role has access to view meetings they have permission to view within the firm account.
- Use case: Admins can use Hazel’s chat to instantly access any client data, prepare and debrief meetings, record meetings, send emails, and sync notes and tasks back to the CRM — while also administering the team’s overall Hazel setup.
Advisor
The Advisor seat gives individual advisors full access to Hazel’s productivity tools without administrative controls.- Admin capabilities: None — advisors cannot manage members or firm settings.
- Feature access: Full access to Hazel features, including recording meetings.
- Use case: Advisors can record meetings, prepare and debrief meetings, access client data in seconds using Hazel’s chat, send client emails directly, and ensure notes and follow-up tasks sync back to the CRM.