Banner with the text 'October 2024 New and Enhanced' in bold purple font, highlighted with a yellow marker. A cute blue bird character holding a magnifying glass is positioned at the bottom left corner, adding a playful touch to the design.

Our development process is always in motion. We’re thrilled to keep growing and refining the platform. There’s so much more on the horizon that we can’t wait to bring to life.

Our team of developers works continuously to enhance the platform and your experience with it. Whether adding new features, making improvements and fixes, or listening to user feedback, we’re constantly shaping Hylark to make it more intuitive, flexible, and empowering for you. Our users are at the core of what we do.

Our focus is on offering you digital tools that get you closer to what matters most—whether that’s saving time, reducing mental load, streamlining workflows, collaborating, or so much more. Discover different ways to use Hylark and see how it can fit into your daily routine.

Previous updates have included the launch of our Data Import Tool, which helps import large databases to your Hylark base, making it quick and simple to organize and view your data.

This October, we’re excited to share a new wave of features and enhancements, from new Permissions and access controls to document enhancements and a smarter global search function.

Let’s take a closer look at what’s new and how these updates can help you do your best.

New updates at a glance…

New Permissions and Access Features

Markers Now Appear in Global Search

Documents Enhancements

New Hylark Permissions and access Features

Managing who can see and interact with different parts of your Hylark base just got smarter.

With our new Permissions and access settings tab, you can now set specific permissions to show or hide pages, data, and certain actions from users on a collaborative base.

Screenshot of a 'Permissions and Access' settings page showing a list of users with their roles and permissions. The left sidebar menu highlights the 'Permissions and Access' section, with a large yellow arrow pointing to it. The right side displays user names, default roles (e.g., Admin, Owner), and options to customize or remove permissions, with a button to 'Create a Permission Set' at the top.
New Permissions and access tab in settings.

Whether you’re working with a team, client, or individually, these new options give you greater control over how you share and collaborate.  

Create Permission Sets to control what members can see and do. Choose default roles or customize specific policies, allowing for more tailored access to your base.

Screenshot of the 'Create a Permission Set' window on the Hylark platform, showing options to define permission sets for members. The left sidebar displays settings, with 'People' highlighted. The overlay window allows users to name and describe a permission set, and select account actions such as managing members, payments, or the base. A large yellow arrow points to the 'Create a Permission Set' window, and a highlighted section on the right shows custom permission sets and roles assigned to team members, with options to customize or remove them.
Create your own Permission Sets.

With Hylark’s new Permissions and access feature, you can set a user’s Access levels whilst adding them to your base.

Invite members to your base using default roles, permission sets, or custom policies, streamlining the user setup process.

Screenshot of the 'People' settings page on the Hylark platform, displaying a list of members and their assigned roles. The left sidebar highlights the 'People' section under the 'CRM for life' workspace. The top of the page features an invite field to add new members. A dropdown menu is shown, allowing users to select access levels such as 'Member,' 'Admin,' or predefined permission sets like 'Managers' and 'Developers.' The menu is highlighted by a yellow outline, emphasizing the customization options for assigning access roles.
Set the Access level when adding new users to your base.

In the Permissions and access tab, you can view and edit all base members and their assigned permissions. Users with the appropriate access can also make edits to these settings.

This tab gives you a clear, organized overview of who has access to what within your base, ensuring transparency and flexibility for efficient collaboration.

Screenshot of the 'Permissions and Access' settings page on the Hylark platform under 'Andromeda Software,' showing a list of members with their assigned roles. The left sidebar highlights the 'Permissions and Access' section, emphasized by a large yellow arrow. A dropdown menu on the right is outlined, displaying options for default roles ('Member,' 'Admin,' 'Owner') and custom permission sets ('Developers,' 'Managers'). The menu also shows a 'Custom Permissions' option with a button labeled 'Edit custom access,' allowing users to customize access levels for individual members.
View and edit base members and their permissions.

There’s also a dedicated tab within the Permissions and access settings that provides a detailed breakdown of which users have visibility over specific data and pages.

This simplifies base management by giving you a clear and organized overview of who has access to the different areas of your base, ensuring team members have access to the information they need.

Screenshot of the 'Permissions and Access' settings page under 'Andromeda Software' on the Hylark platform, focusing on the 'Data and pages' tab. The page lists various sections like 'Business,' 'Notes,' 'To-dos,' 'Events,' and 'Pinboard,' showing which users have access to all data within each category. For example, under 'Projects' blueprint data, users Gemma, Andrea, and Jeremy have different access levels: 'Owner,' 'Custom,' and 'Developers.' The left sidebar highlights the 'Permissions and Access' menu, with an option to 'Create a Permission Set' button at the top right.
View who can see which Data and pages are in your Hylark base.

The Permissions and access settings also have a tab to view all the Permission Sets you’ve created.

From this tab, you can edit or delete these sets, ensuring that your base is organized and secure while keeping access levels up to date.

Screenshot of the 'Permissions and Access' settings page on the Hylark platform, focusing on the 'Permission Sets' tab under 'Andromeda Software.' The page displays two permission sets: 'Developers' and 'Managers.' Each set shows access details, such as 'All data' permissions for sections like Projects, Notes, To-dos, Calendar, Pinboard, Documents, and Links. The 'Managers' set also includes management permissions for members, payments, and base operations. The left sidebar highlights 'Permissions and Access,' and a button at the top right allows users to 'Create a Permission Set.' Yellow circles and arrows emphasize the 'Permission Sets' tab and settings.
View and edit Permission sets you’ve created.

For convenience, we’ve also added an Access tab to the page or blueprint customization form, which allows you to quickly and easily manage permissions when customizing your pages.  

Screenshot of the 'Projects' page customization settings on the Hylark platform, focusing on the 'Access' section. The page lists base members who can see this page, including 'Gemma Athanasiou,' 'Andrea,' and 'Jeremy.' Their permissions are indicated as 'Owner' for Gemma and 'Developers' for Andrea and Jeremy. The left sidebar shows options for 'General,' 'Item display,' 'Access,' and 'History,' each providing different customization settings for the page. The interface highlights who has access and the source of their permissions, with details about the last update and creation timestamps at the bottom.
View who has access to a page from the new Access tab in the page and blueprint customizations.

We know that it’s important to navigate your base quickly and efficiently, so we’ve enhanced our global search capabilities.  

You can now search for markers across your records, making it easier to find exactly what you’re looking for when you need it.  

Screenshot of the Hylark platform's dashboard, displaying a search result for 'Initial.' The left sidebar features a highlighted search icon, emphasized by a yellow arrow pointing to it. The search results show contacts like 'Caroline S' and 'Adrienne B' with tags such as 'Health and Wellness,' 'Food,' and 'Initial contact.' The results are sorted by relevance and include entries for 'People' and 'Client Meeting,' with detailed information about categories and associated dates. On the right, a mini-calendar and 'Today's schedule' provide a quick view of events, showing a date selected in October 2024.
Search for markers from the global search.

Documents Enhancements

Documents are an essential part of your workflow, so we’ve streamlined how you manage and organize them on Hylark.

You can now give your documents a separate name field from the file name. Both the Document and File names are editable and searchable.  

Screenshot of the 'Edit document' screen on the Hylark platform, showing details of a document named 'Resume.' The form fields include 'Document name,' 'File,' 'File name,' and 'Description,' with the document labeled as 'Professional Resume.pdf.' A yellow arrow points to the document details section, highlighting where users can edit information. The left sidebar menu shows the 'Life Planner' section, and a 'Drives' folder named 'Career documents' is visible, indicating where the file is stored. Buttons to save, delete, and manage the file are located at the bottom of the screen.

Give your documents editable and searchable File and Document names.

You can now add descriptions to your documents, which helps provide context and makes it easier to understand what each file is for at a glance.  

Screenshot of the 'Edit document' screen on the Hylark platform, showing details of a document named 'Resume.' The form fields include 'Document name,' 'File,' 'File name,' and 'Description,' with the document labeled as 'Professional Resume.pdf.' A yellow arrow points to the document details section, highlighting where users can edit information. The left sidebar menu shows the 'Life Planner' section, and a 'Drives' folder named 'Career documents' is visible, indicating where the file is stored. Buttons to save, delete, and manage the file are located at the bottom of the screen.
Add descriptions to your documents.

You can also now simply replace the document without losing any of the associated information, such as descriptions or markers.

This is perfect for things like keeping documents such as your resume up to date without the hassle of re-adding details.

Screenshot of the 'Edit document' screen on the Hylark platform, displaying fields to update a document named 'Resume.' The form shows the current file as 'Professional Resume.pdf,' with an option to replace the file, highlighted by a yellow circle around the 'Replace' button. Fields for 'File name' and 'Description' are filled out with 'Professional Resume' and 'October 2024,' respectively. At the bottom right, a yellow 'Save' button is visible, allowing users to save changes to the document.
Easily replace files without losing the associated information.

These enhancements are all about saving you time and making it easier to organize everything in a way that works for you. Try Hylark today and see how our platform can transform your workflow.

More Features Coming Soon

We’re always working on new ways to enhance your experience and create a unique and powerful digital product. We’re excited about what’s ahead, and we’ll continue to evolve based on your feedback.

Some exciting updates we’re working on include a new mobile app that will provide on-the-go access, sharing, plus more shortcuts and workflows to save you time.

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We’d love to hear from you! What features would you like to see next? Let us know at [email protected].

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