HubSpot User Permissions for Agency

Super Admin gives away a lot of security features. Use this with discretion. Here's our breakdown of typical needs.

 

It is very important for you to provide agency employees individual access to your HubSpot portal to allow for changelog and revision history across the account. In the event that anything happens incorrectly, sharing a login is both insecure and also will make it so you are not able to decipher the difference between actions you made vs others who have access.

CRM TAB

Object Access:

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CRM Tools:

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MARKETING TAB

Marketing Tools:

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Website Tools:

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REPORTS TAB

Reporting Access:

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ACCOUNT TAB

Settings Access:

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Note: Reports and Dashboards is required if you'd like our team to be able to create custom reports and dashboards in HubSpot

 

Have SSO enabled for your company's HubSpot portal? This how-to shows you how to disable it for a user