AssistHive is organized around a tenant, one or more households, the people inside those households, and the work records your team manages every day.
Before you begin: decide who will act as tenant administrator, which households need to be created first, and which team members need access.
Core concepts
- Tenant: your organization account, subscription, user list, notification settings, and audit visibility.
- Household: an operational workspace for a principal, family, or residence.
- Household members: people connected to a household, such as principals, family members, or staff.
- Tenant users: the people who log in and operate the system.
- Records: documents, tasks, appointments, and flights.
- Reminders: time-based follow-up prompts attached to records.
Recommended setup order
- Create or verify the tenant administrator account.
- Add the first households.
- Add household members for the people you manage most often.
- Add tenant users and assign household access.
- Start creating documents, tasks, appointments, and flights.
- Enable reminders where follow-up matters.
Where to find major areas
- Dashboard: summary of upcoming and recent activity.
- Documents: passports, visas, certificates, policies, and uploaded versions.
- Flights: reservations, passenger manifests, flight segments, ticket files, and checklists.
- Appointments: scheduled events for households or household members.
- Tasks: assignments with due dates, status, and watchers.
- Households: household records, linked members, owners, managers, and permissions.
- Tenant: plan details, user management, notification settings, and audit log.
Visibility and privacy
Most records can be linked to a household so the correct people can see and manage them. Some records also support an Only for me flag for private work items. If a user cannot see a record, check household access, per-app permissions, and whether the item was created as personal-only.
Next articles to read
- Manage Households and Household Members
- Manage Tenant Users and Permissions
- Use the Dashboard and Daily Workflow Views