However, your teams multiply as you expand, and your offerings and workloads increase. The whole structure becomes more complicated over time.
And you cannot deny this because every business aims for growth and expansion. If not, what makes business "business"!?
There will be times when your team needs to divide and conquer. It's a common practice to have only a portion of a marketing team actively working on content creation while the other half focuses on social media engagement.
So it's understood that providing access to everyone in the company or organization is wasteful, illogical, and sometimes even risky.
Hubspot's user permissions make it easy to determine which users and/or teams need access to particular data and content. In this blog, you will understand how to edit user permissions on your HubSpot CRM.
What are the different types of HubSpot users?
Later on, in this quick HubSpot user permissions guide, you will understand how to add and edit user permissions in HubSpot. For this, you need to understand who the users are and what user has access permission.
Customization options for access levels involve allowing you to limit who may make changes to properties and who can see particular pieces of content. Access to all HubSpot features, such as CRM, Marketing, Sales, Service, Reports, and Accounts, is included.
Here are the different types of users you must know:
It's not simply a fancy title; the Super Admin has complete authority and access to everything. As soon as someone joins your team as a Super Admin, they will have complete control over all of HubSpot's features and customization options.
This admin access will allow them to efficiently handle your account, allowing you to make the most of it and preventing any future problems.
Marketing, sales, and service teams
Because they typically do not require access or visibility into the Service or Sales Hub, it is safe to begin by configuring them in the Marketing Hub alone, to begin with.
How to set up HubSpot user permissions?
HubSpot CRM features are the best when it comes down to streamlining business. One such feature is that of providing user permissions.
The first thing to do is to set up user permissions on your HubSpot account. To do so, you need to create permission sets. You will be able to define a set of default permissions for your team using permission sets.
After you have produced a permission set and assigned particular permissions to it, you will be able to assign that permission set to new users as well as current users in order to provide them with the same permissions.
Click on the settings icon at the top left side of your account. You will find Users & Teams in the left sidebar menu. This enables you to grant permissions to individual users or whole teams at once. Click on the same and select the user.
To grant and restrict permissions, use the tabs in the right panel. Select 'Create permission set' and enter the name of the permission set in the right panel, then use the tabs to select the appropriate permissions for this set.
Then select the 'Save' button when you're completed. New users can have this set of privileges assigned to them when they're created, and existing users can have it assigned to them as well.
How to edit HubSpot user permissions?
How to edit permission sets?
To edit a single permission set navigate to Users & Teams and open the Permission sets tab.
- Click on the name of the permission set and edit the permissions in the right panel.
- Now all you need to do is to save the changes made by clicking on the 'Save' option.
- In case you are required to edit multiple permission sets, you have to select the checkboxes next to permission sets.
- Next, click on the 'Edit' option in the top bar.
- Click the 'Change' option next to any permission that you wish to edit in the right panel, and after that, update the permission.
- To keep your changes, click the 'Save' button. This will ensure that the new permission is added to all of the permission sets that have been selected.
How to assign specific permission to new user?
How to edit user permissions for multiple users?
Ready to team up?
When an organization or company grows, it will be a struggle to keep a check on everything. If you are a HubSpot user, there will be various HubSpot tools available for specific activities in sales, marketing, and services.
Giving everyone access is not a best practice. For instance, your marketing team does not require access to the sales tools and it requires different users to have different permissions. This only makes sense and helps you to streamline your business and grow in business.
There's a lot to do to get HubSpot set up and running the way you want it to, and we get that. User permissions are simply one of the numerous necessities that must be met in order to get the back end of your HubSpot operating smoothly and without any issues.
If you need a hand with setting up your HubSpot account or are looking for specialist advice on using your HubSpot account to your advantage, feel free to contact us.
Editor: Amrutha Varma