How to Manage HubSpot User Permissions Guide?

This HubSpot user permissions guide helps you to understand the role of allowing HubSpot users to add & edit user permissions for new and existing users in your HubSpot account. Also, considering the HubSpot user permissions, you need to know when to allow complete access and when to restrict the permissions for your HubSpot users. 

1. HubSpot CRM User Permissions

To set permissions for CRM objects and tools, follow the steps below:

1.1. Object Access

To customize HubSpot user permissions like view, edit, or communicate for the object records; you can determine from the following permissions for Contacts & companies, Deals, Tickets, Tasks, and Custom Objects:

1.1.1. View

• Click the dropdown menu to control the set of contacts, companies, tickets, tasks, and custom objects the user can view. 
• Users with View: Owned only permissions will only see their assigned contacts on the contacts home, in the lists tool, and in reports.
• Users without edit and/or communicate permissions can only add notes or tasks to object records.

1.1.2. Edit 

• Click the dropdown menu to control the set of contacts, companies, deals, tickets, tasks, and custom objects the user can edit.
• The options are Everything, Team only, Owned only, and None.
• When selecting Team only or Owned only, select the Unassigned checkbox to allow the user to edit unassigned records.

1.1.3. Delete

• Click the dropdown menu to control the set of contacts, companies, deals, tickets, and custom objects the user can delete.
• The options are Everything, Team only, Owned only, and None.
• When selecting Team only or Owned only, select the Unassigned checkbox to allow the user to delete unassigned records.

1.1.4. Communicate

• Click the dropdown menu to control the set of contacts and companies the user can email, call, or schedule a meeting with.
• The options are Everything, Team only, Owned only, and None.
• When selecting Team only or Owned only, select the Unassigned checkbox to allow the user to communicate with unassigned contacts and companies.

Please Note: This only applies to CRM emails, not marketing emails. 

1.2. CRM Tools

Customize access to bulk actions, property settings, and the workflows tool.

1.2.1. Workflows

• Select the checkboxes to grant the user Delete, Edit, or View access to the workflows tool. 
• To grant a user Delete access, they must be granted Edit access.

1.2.2. Bulk Delete

• Toggle the switch on to grant the user the ability to bulk delete contacts, companies, deals, tickets, and tasks. This would allow the user to delete contacts from within a list or dashboard, for example. 
• Users without this permission can still delete contacts, companies, deals, tickets, and tasks from individual records if they have the Edit permission for Contacts Access.

1.2.3. Import

• Toggle the switch on to grant the user the ability to import contacts, companies, and deals into your HubSpot account.

1.2.4. Export

• toggle the switch on to grant the user the ability to export contacts, companies, deals, and reporting data from your HubSpot account.

1.2.5. Edit Property Settings

• Toggle the switch on to grant the user the ability to create and edit properties, edit record sidebars and board cards, edit deal pipelines and stages, and access the lead scoring tool.